PL Large-Cap Growth A
700 Newport Center Drive Post Offfice Box 7500 Newport Beach CA 92660
Map
Phone: 800-722-2333
| Category: | Large Growth | | Fund Family: | Pacific LifeFunds | | Net Assets: | 50.21M | | Year-to-Date Return: | 22.64% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Oct-01 |
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Lawrence Kemp
Lead Manager since
01-Jul-09 | | | Kemp is Head of the Large Cap Growth Equity portfolio construction team at UBS Global Asset Management and is a Managing Director of UBS Global Asset Management. He has been an investment professional with UBS Global Asset Management since 1992 and portfolio manager of the Fund since January 2002. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $1,000 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term growth of capital. Current income is a secondary consideration. The fund normally invests at least 80% of assets in common stocks of large-capitalization growth companies with market capitalization of 3 billion or more. It may invest up to 20% of assets in foreign securities of any size, including emerging market countries. |
| Last Dividend
(20-Dec-01):
| 0.03 | | Last Cap Gain
(30-Jun-06):
| 0.93 | | Annual Holdings Turnover
| 179.61% | | Average for Category:
| 110.55% |
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| Expense | PFBAX | Category
Avg | | Total Expense Ratio: | 1.30%
| 1.33% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | 5.50%
| 5.43% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ 1,023 | $672 | | 5 Yr Expense Projection*: |
$ 1,395 | $1,053 | | 10 Yr Expense Projection*: |
$ 2,436 | $2,074 |
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0.50% Nasdaq 
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