Morningstar

PACE International Equity Invmt P2 PWITX

Morningstar Medalist Rating
Medalist Rating as of | See UBS Investment Hub
  • NAV / 1-Day Return 20.08  /  +0.96 %
  • Total Assets 758.4 Mil
  • Adj. Expense Ratio
    0.430%
  • Expense Ratio 0.850%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 3.05%
  • Turnover 40%

USD | NAV as of Sep 28, 2024 | 1-Day Return as of Sep 28, 2024, 12:17 AM GMT+0

Morningstar’s Analysis PWITX

Will PWITX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PWITX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PWITX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of PWITX’s parent organization’s priorities and whether they’re in line with investors’ interests.

PACE International Equity Invmt P2's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings PWITX

More PWITX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Banco Santander SA

2.24 8.7 Mil
Financial Services

Lloyds Banking Group PLC

2.20 8.5 Mil
Financial Services

Koninklijke Philips NV

2.11 8.2 Mil
Healthcare

Fujitsu Ltd

2.10 8.1 Mil
Technology

Allianz SE

2.06 8.0 Mil
Financial Services

United Overseas Bank Ltd

2.01 7.8 Mil
Financial Services

Novo Nordisk A/S ADR

2.00 7.7 Mil
Healthcare

Enel SpA

1.98 7.7 Mil
Utilities

SSE PLC

1.92 7.4 Mil
Utilities

Imperial Brands PLC

1.87 7.2 Mil
Consumer Defensive

Sponsor Center