PL Mid-Cap Equity A
700 Newport Center Drive Post Offfice Box 7500
Map
Phone: 800-722-2333
| Category: | Mid-Cap Value | | Fund Family: | Pacific Life Funds | | Net Assets: | 79.86M | | Year-to-Date Return: | -16.34% | | Yield: | 0.57% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Dec-04 |
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Christopher H. Blake
Lead Manager since
31-Dec-04 | | | Blake is managing director of Lazard Asset Management LLC. He has worked in investment management since 1995. He has been with Lazard since 1995 and has co-managed the Lazard portion of the Fund since 2007. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $1,000 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks capital appreciation. The fund invests at least 80% of assets in the common stocks of U.S. companies with medium market capitalizations in the range of the Russell Midcap index that management believes to be undervalued based on their return on total capital or equity. It may also invest in equity securities of larger capitalization companies, investment grade fixed income securities, and foreign equity and fixed income securities, including up to 15% of assets in foreign securities. The fund focuses on individual stock selection rather than on forecasting stock market trends. |
| Last Dividend
(30-Jun-08):
| 0.02 | | Last Cap Gain
(30-Jun-08):
| 0.00 | | Annual Holdings Turnover
| 70.00% | | Average for Category:
| 79.81% |
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| Expense | PFAVX | Category
Avg | | Total Expense Ratio: | 1.40%
| 1.37% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.50%
| 5.44% | | Max Deferred Sales Load: | 0.00%
| 2.51% | | 3 Yr Expense Projection*: |
$967 | $637 | | 5 Yr Expense Projection*: |
$1,287 | $957 | | 10 Yr Expense Projection*: |
$2,191 | $1,920 |
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1.58% Nasdaq 
1.21%
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