PL Lg-Cap Val MT 529 A
Pacific Life Funds700 Newport Center Drive Post Offfice Box 7500Newport Beach CA 92660
Map
Phone: 800-722-2333
| Category: | Large Value | | Fund Family: | Pacific LifeFunds | | Net Assets: | 153.54M | | Year-to-Date Return: | -0.80% | | Yield: | 1.36% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Aug-2002 |
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Robert Feitler
Lead Manager since
04-Oct-2004 | | | Robert Feitler, Jr.
Managing Director, Portfolio Manager
14 years of investment industry experience
Joined a predecessor organization in 1995
Footwear Industry - Financial analysis, accounting, and merchandising
Marine Bank - Commercial Credit Analyst
MBA in Finance from the University of Wisconsin
BA in Economics from Haverford College |
| 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. Current income is a secondary consideration.
The fund normally invests at least 80% of assets in common stocks of large companies. It tends to emphasize U.S. companies with total market capitalization of more than $5 billion. The fund may also invest up to 20% of assets in foreign companies and may also invest in fixed-income securities and securities that can be converted into equity securities. |
| Last Dividend
(29-Dec-09):
| 0.09 | | Last Cap Gain
(30-Jun-08):
| 0.01 | | Annual Holdings Turnover
(18-Mar-10):
| 38.49% | | Average for Category:
| 69.56% |
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| Expense | CPLAX | Category
Avg | | Total Expense Ratio: | 1.63%
| 1.29% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | 5.50%
| 5.45% | | Max Deferred Sales Load: | %
| 2.66% | | 3 Yr Expense Projection*: |
$ 1,068 | $61 | | 5 Yr Expense Projection*: |
$ 1,474 | $95 | | 10 Yr Expense Projection*: |
$ 2,604 | $187 |
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0.35% Nasdaq 0.00%
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