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PNC Multi Factor Small Cap Core I (PLOIX)

19.43 0.00(0.00%) Jul 11

Profile as of Jun 29, 2014Get Profile for:
PNC Multi Factor Small Cap Core I
PNC Funds103 Bellevue Parkway Suite 152Wilmington, DE 19809
Phone: 800-622-3863
Fund Overview 
Category:Small Growth
Fund Family:PNC Funds
Net Assets:42.55M
Year-to-Date Return:2.82%
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:1,000
Min Initial Investment, IRA:N/A
Min Initial Investment, AIP:1,000
Min Subsequent Investment:N/A
Min Subsequent Investment, IRA:N/A
Min Subsequent Investment, AIP:50
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 fund defines a small cap company as one whose market capitalization falls approximately (i) within the current 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 as of December 31 within the Russell 2000 Index.

Fund Operations 
Last Dividend (Dec 18, 2013) : 0.08
Last Cap Gain : 0.00
Annual Holdings Turnover (Jul 9, 2014) : 76.00%
Average for Category:66.75%
Fees & Expenses 
ExpensePLOIXCategory Avg
Annual Report Expense Ratio (net):0.95%1.39%
Prospectus Net Expense Ratio:0.95%N/A
Prospectus Gross Expense Ratio:1.47%N/A
Max 12b1 Fee:N/AN/A
Max Front End Sales Load:N/A5.46%
Max Deferred Sales Load: N/A2.27%
3 Yr Expense Projection*:414673
5 Yr Expense Projection*:7531,047
10 Yr Expense Projection*:1,7132,062
* Per $10,000 invested