PL Currency Strategies Fund

U.S. News evaluated 21 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 -10.62 percent over the past year.

Trailing Returns Updated 06.30.2014
Year to date -4.8%
1 Year -10.6%
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. The fund is sub-advised by both UBS Global Asset Management (Americas) Inc. and Macro Currency Group. Normally, it principally invests in derivatives and high quality debt securities to establish exposures to global currencies. "Currency Strategies" in the fund's name refers to its strategies to provide exposures to global currencies. The fund 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 its 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