PL Small-Cap Value Fund

U.S. News evaluated 122 Small 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 22.50 percent over the past year, and 13.57 percent over the past three years.

Trailing Returns Updated 06.30.2014
Year to date 4.7%
1 Year 22.5%
3 Years (Annualized) 13.6%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks long-term growth of capital. Normally, this fund invests at least 80% of its assets in small-capitalization equity securities. The sub-adviser generally considers small-capitalization companies to be those that, at the time of investment, fall within the capitalization range between the smallest company in the Russell 2000 Value Index and the greater of $4 billion or the market capitalization of the largest company in the Russell 2000 Value Index. The fund may invest up to 25% of its assets in securities of foreign issuers. It may also invest up to 20% of its assets in short-term debt obligations.

Fees

Fees are Low compared to funds in the same category.
PL Small-Cap Value Fund has an expense ratio of 0.90 percent.

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Risk

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

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See Also:

Top Pacific Life Funds Funds