Performance Mid Cap Equity A
100 Summer Street,Suite 1500 Boston X1 02110
Map
Phone: 800-737-3676
| Category: | Mid-Cap Growth | | Fund Family: | Performance | | Net Assets: | 14.65M | | Year-to-Date Return: | 8.02% | | Yield: | 0.03% | | Morningstar Rating: |  | | Fund Inception Date: | 24-Feb-94 |
|
Douglas Ralston
Lead Manager since
24-Feb-94 | | | Ralston is the president of Trustmark Investment Advisors, Inc. and serves as director of equities. He joined Trustmark in 1991. He served on the Board of Directors of the Mississippi Society of Financial Analysts and is a member of the Association for Investment Management Research. Ralston earned his Chartered Financial Analyst designation in 1993. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $25 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $25 |
|
| |
| The investment seeks growth of capital by attempting to outperform the S&P Mid Cap 400 index. The fund normally invests at least 80% of assets in common stocks of mid-sized companies within the market capitalizations included in the S&P Mid Cap index. It selects stocks that it believes are undervalued, and have the potential for future earnings growth. The fund contains anywhere from approximately 40 to 120 of the most attractive stocks ranked by the model. |
| Last Dividend
(31-Mar-09):
| 0.00 | | Last Cap Gain
(11-Dec-08):
| 0.43 | | Annual Holdings Turnover
| 117.36% | | Average for Category:
| 132.16% |
|
| Expense | PCGCX | Category
Avg | | Total Expense Ratio: | %
| 1.46% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | 5.25%
| 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 |
|
|
0.20% Nasdaq 0.00%
Profile
