Nasdaq - Delayed Quote USD

PACE Small/Medium Co Growth Equity Y (PUMYX)

15.04 -0.04 (-0.27%)
At close: 8:00 PM EDT

Fund Summary

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 its assets in the stocks of companies in various economic sectors, such as technology.

PACE Small/Medium Co Growth Equity Y

NEW YORK DE 10019
12TH FLOOR 1285 AVENUE OF THE AMERICAS

Fund Overview

Category Small Growth
Fund Family UBS Asset Management
Net Assets 286.77M
YTD Return 5.18%
Yield 0.00%
Morningstar Rating
Inception Date Nov 27, 2000

Fund Operations

Last Dividend --
Last Cap Gain 6.00
Holdings Turnover 94.00%
Average for Category --

Fees & Expenses

Expense PUMYX Category Average
Annual Report Expense Ratio (net) 1.26% 1.21%
Prospectus Net Expense Ratio 1.26% --
Prospectus Gross Expense Ratio 1.26% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.40%
Max Deferred Sales Load -- 1.27%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Shu-Han Hsu is a Research Analyst within the PACE Portfolio Management Team of Investment Solution. Mr. Hsu's duties include analytical research in subadvisor selection and monitoring, risk management and portfolio construction for multi-managed PACE equity portfolios. Prior to joining the PACE Portfolio Management Team in 2021, he was an Investment Risk Officer for UBS Hedge Fund Solutions (HFS) and responsible for risk quantitative research. Before joining UBS in 2017, he worked at Cathay Life Insurance in Taiwan (2014-2016) as a fixed income analyst focusing on Greater China Fixed Income and Macro Economics. Mr. Hsu has seven years of investment experience.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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