Payden Value Leaders
333 S Grand Ave 32nd Fl Los Angeles CA 90071
Map
Phone: 800-572-9336
| Category: | Large Value | | Fund Family: | Paydenfunds | | Net Assets: | 53.70M | | Year-to-Date Return: | -17.78% | | Yield: | 2.52% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Nov-96 |
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Christopher Orndorff
Lead Manager since
01-Nov-96 | | | 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 |
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| The investment seeks growth of capital and some current income. The fund normally invests approximately 50% of total assets in a portfolio of common stocks structured to perform in a manner similar to a large cap value basket of stocks, such as the fund's benchmark, the Russell 1000 Value index. It normally invests the remaining approximately 50% of total assets in a combination of one or more exchange-traded funds. The fund is nondiversified. |
| Last Dividend
(27-Jun-08):
| 0.16 | | Last Cap Gain
(21-Dec-07):
| 0.51 | | Annual Holdings Turnover
| 66.00% | | Average for Category:
| 59.99% |
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| Expense | PYVLX | Category
Avg | | Total Expense Ratio: | 0.80%
| 1.27% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.39% | | Max Deferred Sales Load: | 0.00%
| 2.67% | | 3 Yr Expense Projection*: |
$287 | $588 | | 5 Yr Expense Projection*: |
$498 | $902 | | 10 Yr Expense Projection*: |
$1,108 | $1,772 |
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0.17% Nasdaq 
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