PL Growth Fund

U.S. News evaluated 466 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 32.97 percent over the past year, and 13.66 percent over the past three years.

Trailing Returns Updated 02.28.2014
Year to date 3.2%
1 Year 33.0%
3 Years (Annualized) 13.7%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks long-term growth of capital. The fund normally invests primarily in common stocks. The sub-adviser focuses on investing the fund's assets in the stocks of companies it believes to have above average earnings growth potential compared to other companies (also called growth companies). While the sub-adviser may invest the fund's assets in companies of any size, the sub-adviser generally focuses on companies with large capitalizations. The fund may invest up to 25% of its assets in foreign securities.

Fees

Fees are Average compared to funds in the same category.
PL Growth Fund has an expense ratio of 0.70 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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See Also:

Top Pacific Life Funds Funds