Provident Inv Couns Flexible Growth I
2020 E Financial Way Suite 100 Glendora CA 91741
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Phone: 800-618-7643
| Category: | Large Growth | | Fund Family: | PIC | | Net Assets: | 840.00K | | Year-to-Date Return: | -36.22% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Mar-99 |
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Susan J. Perkins
Lead Manager since
30-Nov-99 | | | Perkins is a managing director and a lead large cap portfolio manager with research responsibilities. She has been in the investment industry since 1981. Prior to joining Provident Investment Counsel, she was a portfolio manager and analyst with ARCO Investment Management Co. She also held positions as the director of Southeast Research at Raymond James & Associates, and as vice president of E.F. Hutton & Co. Perkins holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000,000 | | Min Initial Investment, IRA: | $100 | | Min Initial Investment, AIP: | $1,000,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks long-term growth of capital. The fund invests at least 80% of assets in the common stock of large-sized and medium-sized companies at time of initial purchase. These companies span a broad range going from the smallest company within the Russell Midcap Growth index to the largest capitalization company within the Russell 1000 Growth index. |
| Last Dividend
| N/A | | Last Cap Gain
(11-Dec-00):
| 1.22 | | Annual Holdings Turnover
| 91.00% | | Average for Category:
| 98.66% |
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| Expense | PFLEX | Category
Avg | | Total Expense Ratio: | 0.95%
| 1.35% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.41% | | Max Deferred Sales Load: | 0.00%
| 2.68% | | 3 Yr Expense Projection*: |
$303 | $622 | | 5 Yr Expense Projection*: |
$525 | $957 | | 10 Yr Expense Projection*: |
$1,166 | $1,889 |
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11.08% Nasdaq 0.00%
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