PWIYX - PACE International Equity Investments Class Y

Nasdaq - Nasdaq Delayed Price. Currency in USD

PACE International Equity Investments Class Y




Management Information
Thomas Stevens,Lead Manager since September 12, 2013
Mr. Stevens, CFA, is Chairman and Principal, co-founded Los Angeles Capital in 2002. He is responsible for setting the firm’s strategic goals and is also an integral member of the firm’s Portfolio Management team. Prior to co-founding the firm, he was a senior managing director and principal at Wilshire Associates. He joined Wilshire in 1980. In 1986, he assumed responsibility for Wilshire Asset Managemen. Prior to joining Wilshire, he worked for the National Bank of Detroit as a portfolio manager and was primarily responsible for major pension fund client relationships.
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.
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.

Fund Overview

CategoryForeign Large Blend
Fund FamilyUBS Asset Management
Net Assets953.6M
YTD Return7.26%
Morningstar Rating★★★
Inception DateJan 16, 2001

Fund Operations

Last Dividend0.31
Last Cap Gain0.00
Holdings Turnover78.00%
Average for CategoryN/A

Fees & Expenses

ExpensePWIYXCategory Average
Annual Report Expense Ratio (net)1.59%1.00%
Prospectus Net Expense Ratio1.59%N/A
Prospectus Gross Expense Ratio1.59%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.27%
Max Deferred Sales LoadN/A1.45%
3 Yr Expense Projection502N/A
5 Yr Expense Projection866N/A
10 Yr Expense Projection1,889N/A