Payden U.S. Growth Leaders 333 S Grand Ave 32nd Fl Los Angeles CA 90071 Map
Phone: 800-572-9336
| Category: | Large Growth | | Fund Family: | Paydenfunds | | Net Assets: | 130.20M | | Year-to-Date Return: | -15.78% | | Yield: | 0.48% | | Morningstar Rating: |  | | Fund Inception Date: | 17-Jun-99 |
|
Christopher Orndorff
Lead Manager since
17-Jun-99 | | | Orndorff is managing principal with Payden and Rygel, his employer since 1990. He has 15 years of experience in investments. Orndorff holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $5,000 | | Min Initial Investment, IRA: | $2,000 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $250 | | Min Subsequent Investment, IRA: | $250 | | Min Subsequent Investment, AIP: | $0 |
|
| |
| The investment seeks long-term capital appreciation. The fund invests primarily in common stocks of publicly traded U.S. growth companies that are financially strong, well-established, and world leaders in their industries. It limits its investments to the largest 1,000 domestic companies. The fund may also invest up to 20% of assets in foreign companies. It may also occasionally invest in broad market equity-based derivative instruments like Standard & Poor's Depositary Receipts. The fund is nondiversified. |
| Last Dividend
(21-Dec-07):
| 0.05 | | Last Cap Gain
(21-Dec-07):
| 0.47 | | Annual Holdings Turnover
| 210.00% | | Average for Category:
| 97.86% |
|
| Expense | PUGLX | Category Avg | | Total Expense Ratio: | 0.93%
| 1.36% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.41% | | Max Deferred Sales Load: | 0.00%
| 2.69% | | 3 Yr Expense Projection*: |
$306 | $628 | | 5 Yr Expense Projection*: |
$531 | $961 | | 10 Yr Expense Projection*: |
$1,178 | $1,891 |
|
|