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    PNC Multi Factor Small Cap Core I (PLOIX)

    20.57 Up 0.17(0.83%) Dec 22

    Profile as of Nov 29, 2014Get Profile for:
    PNC Multi Factor Small Cap Core I
    PNC Funds103 Bellevue Parkway Suite 152Wilmington, DE 19809
    Map
    Phone: 800-622-3863
    Fund Overview 
    Category:Small Growth
    Fund Family:PNC Funds
    Net Assets:64.50M
    Year-to-Date Return:5.18%
    Yield:0.39%
    Morningstar Rating:5 stars
    Fund Inception Date:Oct 3, 2005
    Morningstar Style Box 
    Small Growth
    [View Category Definition]
    View Top Small Growth Funds
    About the Morningstar Style Box
    Management Information 
    Hitesh C. Patel
    Lead Manager since Sep 30, 2005
    Hitesh is a member of the Leadership Team and directs the Structured Equity team which focuses on Small Cap Core and Small Cap Growth strategies. He also manages the firm's equity trading desk. He previously served as director of quantitative research at Harris Investment Management and has over 20 years of quantitative research and portfolio management experience. Hitesh received his B.S. in Pharmacy from University of Gujarat, M.S. in Pharmaceutical Chemistry from Bombay University and his Ph.D. in Medicinal Chemistry from University of Illinois at Chicago. "
    Investment Information 
    Min Initial Investment:0
    Min Initial Investment, IRA:N/A
    Min Initial Investment, AIP:N/A
    Min Subsequent Investment:N/A
    Min Subsequent Investment, IRA:N/A
    Min Subsequent Investment, AIP:N/A
    PLOIX can be purchased from 18 brokerages.

    Fund Summary 
    The investment seeks to provide long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets plus any borrowings for investment purposes in small cap companies. It primarily invests in stocks of small cap companies. The managers define a small cap company as one whose market capitalization at time of purchase falls approximately (i) within the market capitalization range of companies in the Russell 2000® Index or (ii) below the average, for the past three years, of the highest market capitalization company within the Russell 2000® Index.

    Fund Operations 
    Last Dividend (Dec 17, 2014) : 0.04
    Last Cap Gain : 0.00
    Annual Holdings Turnover (Dec 18, 2014) : 102.00%
    Average for Category:65.71%
    Fees & Expenses 
    ExpensePLOIXCategory Avg
    Annual Report Expense Ratio (net):0.95%1.38%
    Prospectus Net Expense Ratio:0.95%N/A
    Prospectus Gross Expense Ratio:1.26%N/A
    Max 12b1 Fee:N/AN/A
    Max Front End Sales Load:N/A5.47%
    Max Deferred Sales Load: N/A2.16%
    3 Yr Expense Projection*:369587
    5 Yr Expense Projection*:662952
    10 Yr Expense Projection*:1,4951,962
    * Per $10,000 invested