PL Small Cap Growth Fund

U.S. News evaluated 215 Small 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 28.76 percent over the past year, and 12.80 percent over the past three years.

Trailing Returns Updated 02.28.2014
Year to date 3.7%
1 Year 28.8%
3 Years (Annualized) 12.8%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks long-term growth of capital. The fund normally invests at least 80% of its assets in small-capitalization equity securities. It invests mainly in equity securities that have a total market capitalization within the range of companies included in the Russell 2000 Growth Index and/or the S&P SmallCap 600 Index. The fund invests primarily in "growth" stocks.

Fees

Fees are Average compared to funds in the same category.
PL Small Cap Growth Fund has an expense ratio of 0.75 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