2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#100 in Small Growth
U.S. News evaluated 215 Small Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 30.88 percent over the past year, 14.50 percent over the past three years, 27.23 percent over the past five years, and 8.43 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.5%|
|3 Years (Annualized)||14.5%|
|5 Years (Annualized)||27.2%|
|10 Years (Annualized)||8.4%|
The investment seeks capital appreciation. The fund invests primarily in stocks of emerging growth companies that are believed to have potential for high future earnings growth relative to the overall market. It normally invests at least 80% of net assets in equity securities issued by small/medium capitalization companies that have total market capitalizations of less than $6.0 billion. The fund may from time to time invest a significant portion of assets in the stocks of companies in various economic sectors, such as healthcare or technology. It may invest up to 10% of total assets in non-US securities.
Fees are Above Average compared to funds in the same category.
PACE Small/Medium Co Growth Equity Investments has an expense ratio of 1.26 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.