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Feb 9: 7.38  Up 0.10 (1.37%)  

Performance Large Cap Equity Instl (PFEQX)

PERFORMANCE FDS TRUST, EQUITY F

Net Asset Value:7.38
Trade Time:Feb 9
Change:Up 0.10 (1.37%)
Prev Close:7.38
YTD Return*:-3.90%
Net Assets*:36.71M
Yield*:1.01%

* As of 31-Jan-10

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Performance Large Cap Equity Instl (PFEQX)

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Fund Basics

Morningstar Overall Rating:
Total Assets:36.71M
Category:Large Blend
Total Expense Ratio:1.09%
Fund Profile | Holdings

Performance & Risk

YTD Return:-3.90%
5y Avg Return:-1.49%
Rank in Category (ytd):1150
% Rank in Category (ytd):53.97%
Beta (3y):0.79
Morningstar Risk Rating:Low
Performance Details | Risk Details

Fund Summary

The investment seeks long-term capital appreciation; income is a secondary consideration. The fund normally invests at least 80% of assets in common stocks of large, well-established U.S. companies with market capitalizations exceeding the minimum company capitalization of the S&P 500 index. It focuses on stocks that it believes are undervalued in terms of price or other financial measurements. View More
Fund Profile

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