PL Currency Strategies Fund

U.S. News evaluated 22 Multicurrency 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 -3.86 percent over the past year.

Trailing Returns Updated 02.28.2014
Year to date -2.5%
1 Year -3.9%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks to provide total return. Under normal market conditions, this fund principally invests in derivatives and investment grade, which includes high quality, debt securities to establish exposures to global currencies. It may invest a significant portion of its assets in a single currency, a small number of currencies, or currencies in a particular geographic region, and typically a portion of the fund's assets will be invested in emerging market currencies. The fund is non-diversified.

Fees

Fees are Low compared to funds in the same category.
PL Currency Strategies Fund has an expense ratio of 0.85 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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See Also:

Top Pacific Life Funds Funds