PACE Small/Medium Co Growth Equity Investments

Scorecard
2 / 5 Stars
Lipper
2 3 2 4 2
Zacks Investment Research
4 (Sell)
Standard & Poor's
2 / 5 Stars
TheStreet.com
E+ (Sell)

#116 in Small Growth

U.S. News evaluated 219 Small Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 18.05 percent over the past year, 11.76 percent over the past three years, 19.45 percent over the past five years, and 8.40 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date -1.8%
1 Year 18.1%
3 Years (Annualized) 11.8%
5 Years (Annualized) 19.4%
10 Years (Annualized) 8.4%

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Summary

The investment seeks capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets (plus the amount of any borrowing for investment purposes) in equity securities issued by small/medium capitalization companies. Small/medium capitalization companies means companies with a total market capitalization within the market capitalization range of the companies in the Russell 2500® Growth Index at the time of purchase. 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.

Fees

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.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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