Pacific Life Funds Large Cap Value Fund

U.S. News evaluated 326 Large Value 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 23.38 percent over the past year, and 14.15 percent over the past three years.

Trailing Returns Updated 02.28.2014
Year to date -0.3%
1 Year 23.4%
3 Years (Annualized) 14.2%
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 common stocks of large companies. It tends to emphasize U.S. companies with a total market capitalization of more than $5 billion. The fund may also invest up to 20% of its assets in foreign securities, including issuers in emerging market countries.

Fees

Fees are Low compared to funds in the same category.
Pacific Life Funds Large Cap Value Fund has an expense ratio of 0.80 percent.

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Risk

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

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See Also:

Top Pacific Life Funds Funds