PL Mid-Cap Growth 529 MT A
Pacific Life Funds 700 Newport Center Drive Post Offfice Box 7500 Newport Beach CA 92
Map
Phone: 800-722-2333
| Category: | Mid-Cap Growth | | Fund Family: | Pacific LifeFunds | | Net Assets: | 1.29M | | Year-to-Date Return: | 51.78% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Aug-02 |
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David Cohen
Lead Manager since
22-Oct-03 | | | Dave joined Morgan Stanley in 1993 and has 21 years of investment experience. He joined the Growth team as an investor in 1999. Dave is a senior investor on the team. Prior to joining the Firm, he was a senior fund accountant at Alliance Capital. Previously, he was a fund accountant at Natwest and Wall Street Trust. Dave received a BS summa cum laude, from Pace University in Management. |
| Min Initial Investment: | $500 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | $500 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term growth of capital. The fund normally invests at least 80% of assets in common stocks and other equity securities of companies with medium market capitalization that the manager believes have above-average growth potential. It may use derivatives and may invest up to 25% of assets in securities of foreign issuers. The fund may invest up to 15% of assets in real estate investment trusts (REITs) and real estate operating companies (REOCs). It is nondiversified. |
| Last Dividend
(20-Dec-01):
| 0.02 | | Last Cap Gain
(29-Dec-08):
| 0.43 | | Annual Holdings Turnover
| 47.92% | | Average for Category:
| 132.16% |
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| Expense | CPMAX | Category
Avg | | Total Expense Ratio: | %
| 1.46% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | 5.50%
| 5.39% | | Max Deferred Sales Load: | %
| 2.68% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $707 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,038 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,057 |
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1.27% Nasdaq 0.00%
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