PL Mid Cap Equity Fund

U.S. News evaluated 138 Mid-Cap Blend 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 33.60 percent over the past year, and 10.87 percent over the past three years.

Trailing Returns Updated 02.28.2014
Year to date 4.1%
1 Year 33.6%
3 Years (Annualized) 10.9%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks capital appreciation. The fund normally invests at least 80% of its assets in equity securities of companies with medium market capitalizations. The sub-adviser generally considers a company to be a mid-capitalization company if the company has a market capitalization range within the Russell Midcap Index. The fund will invest primarily in securities of U.S. companies, but may invest up to 20% of its assets in securities of foreign companies, including through American Depositary Receipts ("ADRs").

Fees

Fees are Low compared to funds in the same category.
PL Mid Cap Equity Fund has an expense ratio of 0.80 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