PCSGX – PACE Small/Medium Co Growth Equity P Investment Strategy | Morningstar

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Strategy

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

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
PCSGX	PACE Small/Medium Co Growth Equity Investments Class P	No Load	Open			Aug 24, 1995	$241.85M	1.080%	Average	$10,000	−$31.13M
PQUAX	PACE Small/Medium Co Growth Equity Investments Class A	Front Load	Open			Nov 27, 2000	$14.34M	1.280%	Above Average	$1,000	−$2.66M

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