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PACE International Emerging Markets Equity Investments Class Y – PWEYX Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
12.69-0.04 (-0.31%)12.40 - 14.360.0

Market data as of 6:05PM 03/27/15. Quotes are delayed by at least 15 min.

Overview - PWEYX

The investment seeks capital appreciation. The fund normally invests at least 80% of net assets in equity securities that are tied economically to emerging market countries. It generally defines emerging market countries as countries that are not included in the MSCI World Index of major world economies. The fund may invest, to a limited extent, in (1) bonds, including up to 10% of its total assets in bonds that are below investment grade, which are commonly known as "junk bonds," and (2) securities of other investment companies that invest in emerging markets.

Growth of $10,000 (10 Years)

Total Return7.75%
Yield (Trailing 12 Mo.)1.22%
Expense Ratio1.58%
Front LoadNone
Deferred LoadNone
Minimum Investment$5,000,000
Management Tenure10 Years
Fund Inception02/09/2001

Trailing Total Returns - PWEYX

as of 02/28/2015
TimeframePWEYXS&P 500Diversified Emerging Mkts
1 Month1.32%5.75%2.51%
3 Month-2.32%2.31%-2.15%
1 Year6.04%15.51%2.81%
3 Year0.29%18.00%0.48%
5 Year3.55%16.18%3.36%
10 Year6.78%7.99%7.07%
Since Inception7.75%10.71%--

Sector Allocation - PWEYX

as of 02/28/2015
Basic Materials
Consumer Cyclical
Financial Services
Real Estate
Consumer Defensive
Communication Services

Asset Allocation - PWEYX

as of 02/28/2015
By PercentShort0%LongNet
Foreign Stock--
Foreign Bond--
Total Net Assets$470.28M
Total Stock Holdings128
Total Bond Holdings0

Top Ten Holdings - PWEYX

as of 02/28/2015
CompanyYTD Return% of Assets
Samsung Electronics Co Ltd9.09%2.78%
Fibra Uno Administracion SA de CV Series 11-2.92%2.21%
Housing Development Finance Corp Ltd--1.79%
China Mobile Ltd17.69%1.75%
Taiwan Semiconductor Manufacturing Co Ltd--1.56%
Bank Rakyat Indonesia (Persero) Tbk Class B14.44%1.55%
Hyundai Mobis Co Ltd--1.40%

Valuation & Growth - PWEYX

as of 02/28/2015
ValuationPWEYXCategory Range
Price/Cash Flow8.75
Dividend Yield2.65
LT Earnings12.02
Historical Earnings14.27
Sales Growth7.48
Cash-Flow Growth8.22
Book-Value Growth9.09
Key:  Lo 

Morningstar Summary - PWEYX, 3 Year

Management Style
Large Cap
Medium Cap
Small Cap
Ratingvs Category
RiskBelow Avg
Key:  Lo 

Tax Analysis - PWEYX, 3 Year Avg

Pretax Return0.29%
Tax-adjusted Return-0.08%
Tax Cost Ratio0.37%
Potential Cap Gains-3.29%

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