PL Mid-Cap Growth 529 MT A
700 Newport Center Drive Post Offfice Box 7500
Map
Phone: 800-722-2333
| Category: | Mid-Cap Growth | | Fund Family: | Pacific Life Funds | | Net Assets: | 1.41M | | Year-to-Date Return: | -28.11% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Aug-02 |
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David Cohen
Lead Manager since
22-Oct-03 | | | Cohen has been associated with the Van Kampen Asset Management in an investment management capacity since 1993. |
| Min Initial Investment: | $500 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $500 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term growth of capital. The fund normally invests at least 80% of assets in common stocks and other equity securities of companies with medium market capitalization that the manager believes have above-average growth potential. The fund may use derivatives and may invest up to 25% of assets in securities of foreign issuers, including emerging market countries. It is nondiversified. |
| Last Dividend
(20-Dec-01):
| 0.02 | | Last Cap Gain
(30-Jun-08):
| 0.28 | | Annual Holdings Turnover
| 78.00% | | Average for Category:
| 117.22% |
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| Expense | CPMAX | Category
Avg | | Total Expense Ratio: | 1.68%
| 1.49% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 5.50%
| 5.34% | | Max Deferred Sales Load: | 0.00%
| 2.67% | | 3 Yr Expense Projection*: |
$1,073 | $700 | | 5 Yr Expense Projection*: |
$1,481 | $1,078 | | 10 Yr Expense Projection*: |
$2,615 | $2,120 |
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11.08% Nasdaq 0.00%
Profile
