PL Comstock 529 MT A
Pacific Life Funds 700 Newport Center Drive Post Offfice Box 7500 Newport Beach CA 92
Phone: 800-722-2333
| Category: |
Large Value |
| Fund Family: |
Pacific LifeFunds |
| Net Assets: |
1.02M |
| Year-to-Date Return: |
-2.58% |
| Yield: |
0.95% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
01-Aug-02 |
|
Jason S. Leder
Lead Manager since
01-May-03 |
|
| Leder is a managing director and portfolio manager with Van Kampen Asset Management, his employer since April 1995. Prior to joining the firm, Leder was a security analyst with Salomon Brothers for two years and an analyst with Austin Calvert & Flavin for two years. |
| Min Initial Investment: |
$500 |
| Min Initial Investment, IRA: |
NaN |
| Min Initial Investment, AIP: |
$500 |
| Min Subsequent Investment: |
$50 |
| Min Subsequent Investment, IRA: |
N/A |
| Min Subsequent Investment, AIP: |
$50 |
|
|
|
| The investment seeks long-term growth of capital. The fund generally invests primarily in common stocks, preferred stocks and securities convertible into common and preferred stocks. It may invest up to 25% of assets in securities of foreign issuers, including ADRs, European Depositary Receipts (EDRs), Global Depositary Receipts (GDRs) and those in emerging market countries. The fund is nondiversified. |
| Last Dividend
(29-Dec-09):
|
0.06 |
| Last Cap Gain
(27-Dec-07):
|
0.19 |
| Annual Holdings Turnover
|
N/A |
| Average for Category:
|
69.44% |
|
| Expense |
CPSAX |
Category
Avg |
| Total Expense Ratio: |
1.50%
|
1.28% |
| Max 12b1 Fee: |
%
|
N/A |
| Max Front End Sales Load: |
5.50%
|
5.46% |
| Max Deferred Sales Load: |
%
|
2.65% |
| 3 Yr Expense Projection*: |
$1,083 |
$599 |
| 5 Yr Expense Projection*: |
$1,497 |
$934 |
| 10 Yr Expense Projection*: |
$2,647 |
$1,838 |
|
|
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