Performance Large Cap Equity Instl
100 Summer Street Suite 1500 Boston X1 02110
Map
Phone: 800-737-3676
| Category: | Large Blend | | Fund Family: | Performance | | Net Assets: | 41.78M | | Year-to-Date Return: | -12.82% | | Yield: | 0.67% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Jun-92 |
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Douglas Ralston
Lead Manager since
01-Jun-02 | | | Ralston is the president of Trustmark Investment Advisors, Inc. and serves as director of equities. He joined Trustmark in 1991. He served on the Board of Directors of the Mississippi Society of Financial Analysts and is a member of the Association for Investment Management Research. Ralston earned his Chartered Financial Analyst designation in 1993. |
| Min Initial Investment: | $1,000,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $25 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $25 |
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| The investment seeks long-term capital appreciation; income is a secondary consideration. The fund normally invests at least 80% of assets in common stocks of large, well-established U.S. companies with market capitalizations exceeding the minimum company capitalization of the S&P 500 index. It may also invest up to 20% of assets in stocks issued by companies with smaller market capitalizations than those included in the S&P 500 index, foreign securities, ADRs, preferred stock, warrants, convertible securities, money market instruments and stock or index options and futures contracts. |
| Last Dividend
(29-Aug-08):
| 0.01 | | Last Cap Gain
(12-Dec-07):
| 1.79 | | Annual Holdings Turnover
| 52.00% | | Average for Category:
| 71.30% |
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| Expense | PFEQX | Category
Avg | | Total Expense Ratio: | 1.09%
| 1.11% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.21% | | Max Deferred Sales Load: | 0.00%
| 2.63% | | 3 Yr Expense Projection*: |
$350 | $577 | | 5 Yr Expense Projection*: |
$606 | $877 | | 10 Yr Expense Projection*: |
$1,340 | $1,739 |
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1.49% Nasdaq 
0.27%
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