PL Large Cap Growth Fund

U.S. News evaluated 464 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 24.43 percent over the past year, and 15.18 percent over the past three years.

Trailing Returns Updated 06.30.2014
Year to date 0.7%
1 Year 24.4%
3 Years (Annualized) 15.2%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks long-term growth of capital; current income is of secondary importance. The fund normally invests at least 80% of its assets in equity securities of large-capitalization companies. It primarily invests in large-capitalization stocks (stocks of companies with market capitalization of $2 billion or more) of U.S. companies that the sub-adviser believes can sustain above average returns on invested capital at a higher level and over a longer period of time than reflected in current market prices. The fund may also invest up to 20% of its assets in foreign securities of any capitalization size, including in emerging market countries.

Fees

Fees are Average compared to funds in the same category.
PL Large Cap Growth Fund has an expense ratio of 0.84 percent.

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Risk

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

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See Also:

Top Pacific Life Funds Funds