Performance Adv LifeStyle Growth C
100 Summer Street Suite 1500 Boston X1 02110
Map
Phone: 800-737-3676
| Category: | Moderate Allocation | | Fund Family: | Performance | | Net Assets: | 1.39M | | Year-to-Date Return: | -18.97% | | Yield: | 1.21% | | Morningstar Rating: |  | | Fund Inception Date: | 05-Aug-03 |
|
Ben T. Edwards
Lead Manager since
01-Oct-06 | | | Edwards has been a Portfolio Manager with Trustmark since January 1999. He also manages personal and employee benefit trust accounts and serves as an asset allocation strategist. Prior to joining Trustmark, Edwards was employed by Suntrust Bank of Ft. Lauderdale, FL where he served as assistant portfolio manager from 1996 to 1999. He has 11 years of experience in the investment management industry, including both brokerage and trust experience. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $25 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $25 |
|
| |
| The investment seeks long-term growth of capital. The portfolio pursues this goal by allocating approximately 50-90% of assets in performance equity funds, 10-40% in performance bond funds and 0-10% in performance money market fund. It may invest temporarily for defensive purposes up to 100% of total assets in money market instruments. |
| Last Dividend
(30-Jun-08):
| 0.06 | | Last Cap Gain
(12-Dec-07):
| 1.11 | | Annual Holdings Turnover
| 23.00% | | Average for Category:
| 71.15% |
|
| Expense | PALFX | Category
Avg | | Total Expense Ratio: | 1.98%
| 1.09% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.27% | | Max Deferred Sales Load: | 1.00%
| 2.75% | | 3 Yr Expense Projection*: |
$1,247 | $623 | | 5 Yr Expense Projection*: |
$2,097 | $950 | | 10 Yr Expense Projection*: |
$4,289 | $1,859 |
|
|
1.58% Nasdaq 
1.21%
Profile
