Nasdaq - Delayed Quote • USD
PNC Multi Factor Small Cap Growth Fund Class A (PLWAX)
At close: December 4 at 8:01 PM EST
Fund Summary
The investment seeks to provide long-term capital appreciation. The fund primarily invests in stocks of small-cap companies. Stocks include, for example, common stocks, preferred stocks, and American Depositary Receipts. The Adviser employs a systematic multi-factor process to identify companies that it believes have the potential to produce investment returns in excess of market expectations. Under normal circumstances, the fund invests at least 80% of its net assets plus any borrowings for investment purposes in small-cap companies.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 46.97% |
| Worst 1Y Total Return | -37.05% |
| Number of Years Up | 11 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | 11.61% |
| 5y Average Return | 9.20% |
| Rank in Category (ytd) | 80 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.18 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| PLWAX | Category Average | PLWAX | Category Average | PLWAX | Category Average | |
| Alpha | -4.33 | -0.02 | -3.03 | 0.01 | -0.48 | -0.02 |
| BETA | 1.18 | 0.01 | 1.11 | 0.01 | 1.1 | 0.01 |
| Mean Annual Return | 1.06 | 0.02 | 0.75 | 0.02 | 1.2 | 0.01 |
| R-squared | 75.92 | 0.78 | 72.71 | 0.73 | 74.3 | 0.73 |
| Standard Deviation | 16.31 | 0.26 | 15.45 | 0.21 | 15.89 | 0.19 |
| Sharpe Ratio | 0.68 | 0.01 | 0.52 | 0.01 | 0.87 | 0.01 |
| Treynor Ratio | 8.77 | 0.15 | 6.38 | 0.17 | 12.29 | 0.11 |
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