PL Large-Cap Growth A
700 Newport Center Drive Post Offfice Box 7500
Map
Phone: 800-722-2333
| Category: | Large Growth | | Fund Family: | Pacific Life Funds | | Net Assets: | 21.08M | | Year-to-Date Return: | -32.89% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Oct-01 |
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Mark B. Baribeau
Lead Manager since
01-Jan-06 | | | Baribeau is vice president and portfolio manager with Loomis Sayles, his employer since 1989. Prior to that, he was an economist for John Hancock Financial Services. He has over 21 years of investment experience. Baribeau holds the Chartered Financial Analyst designation. |
| 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 long-term growth of capital. Current income is a secondary consideration. The fund normally invests at least 80% of assets in common stocks of large-capitalization growth companies. Large-capitalization growth companies are typically defined by the fund as those which are included in the Russell 1000 Growth index at the time of purchase. It may invest up to 20% of assets in foreign securities of any size, including emerging market countries and may also engage in foreign currency transactions and may purchase restricted securities. |
| Last Dividend
(20-Dec-01):
| 0.03 | | Last Cap Gain
(30-Jun-06):
| 0.93 | | Annual Holdings Turnover
| 179.00% | | Average for Category:
| 98.66% |
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| Expense | PFBAX | Category
Avg | | Total Expense Ratio: | 1.50%
| 1.35% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.50%
| 5.41% | | Max Deferred Sales Load: | 0.00%
| 2.68% | | 3 Yr Expense Projection*: |
$1,013 | $622 | | 5 Yr Expense Projection*: |
$1,375 | $957 | | 10 Yr Expense Projection*: |
$2,388 | $1,889 |
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7.87% Nasdaq 
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