Nicholas-Applegate US Emerging Growth R
600 W Broadway 29th Fl San Diego CA 92101
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Phone: 800-551-8043
| Category: | Small Growth | | Fund Family: | Nicholas-Applegate | | Net Assets: | 2.72M | | Year-to-Date Return: | -25.22% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 24-May-99 |
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John C. McCraw
Lead Manager since
01-Oct-93 | | | McCraw has lead portfolio management and research responsibilities for the US Micro Emerging Growth teams. Prior to joining the US Micro Emerging Growth team, John assisted in management, trading and research of international portfolios and product development. Before he joined Nicholas-Applegate in 1992, John was branch manager loan officer with the Citizens & Southern National Bank. He has seventeen years of investment industry experience. |
| Min Initial Investment: | $250,000 | | Min Initial Investment, IRA: | $250,000 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $10,000 | | Min Subsequent Investment, IRA: | $10,000 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks maximum long-term capital appreciation. The fund invests in stocks from a universe of U.S. companies with small market capitalizations similar to the Russell 2000 Growth index. It seeks companies with healthy balance sheets, sound financials and accounting policies and overall financial health. The fund normally invests at least 80% of net assets in U.S. common stock. The fund may also lend portfolio securities on a short-term or long-term basis, up to 30% of total assets. |
| Last Dividend
| N/A | | Last Cap Gain
(13-Dec-07):
| 0.88 | | Annual Holdings Turnover
| 129.00% | | Average for Category:
| 115.22% |
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| Expense | NARRX | Category
Avg | | Total Expense Ratio: | 0.96%
| 1.59% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.38% | | Max Deferred Sales Load: | 0.00%
| 2.66% | | 3 Yr Expense Projection*: |
$483 | $682 | | 5 Yr Expense Projection*: |
$847 | $1,079 | | 10 Yr Expense Projection*: |
$1,928 | $2,146 |
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7.87% Nasdaq 
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