PF Small-Cap Growth Fund Class P

 (MUTF:PF_SMAL_GROW_9UT85N)   Watch this mutual fund  
Find more results for Arthur A. Smalls

Performance

Trailing returns

1 day   +0.27%
   
1 week
   
-2.45%  
4 week
   
-0.53%  
3 month   +5.66%
   
YTD   +9.41%
   
1 year   +16.63%
   
3 years*   +15.77%
   
5 years*   +14.71%
   
*annualized
Best 3 month return+19.98%  
Worst 3 month return-22.14%  

Morningstar statistics

Morningstar category: Small Growth
  Return Risk Rating
3 years Below Average Average
5 years     -     - -
10 years     -     - -
Overall Below Average Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets82.73M 
Front load-  
Deferred load-  
Expense ratio0.75%  
Management fee-  
Fund familyPacific Funds 

Asset allocation

Cash3.62%  
Stocks96.36%  
Bonds0.00%  
Other0.02%  

Purchase information

Initial$0  
15.23+0.11(0.73%)
Jul 31, 4:00PM EDT Overall Morningstar RatingTM

Description

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 a company to be a small-capitalization company if the company has a market capitalization within the range of the market capitalizations in the Russell 2000 Growth Index. The fund invests primarily in the common stocks of companies demonstrating above-average, long-term growth potential. It may invest in equity securities of foreign companies. The fund may also invest in American Depositary Receipts ("ADRs").
Fund filings (PDF) »
Asset managers:
Arthur Weise (Started: May 1, 2014)
F. O’Halloran, III (Started: May 1, 2014)
Advisor Company:
Pacific Life Fund Advisors LLC (PLFA)
Fund family reports on Morningstar »
Pacific Funds, 700 Newport Center Drive Post Offfice Box 7500, Newport Beach CA 92660, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* -15.37 -6.36     -     -
Beta* 1.37 1.12     -     -
Mean annual return 0.23 1.25     -     -
R-squared* 39.31 53.94     -     -
Standard deviation 18.06 13.86     -     -
Sharpe ratio 0.15 1.08     -     -
* Against standard index

Top 10 holdings

Security Net Assets  
Receptos Inc (RCPT) 2.04%  
Agios Pharmaceuticals Inc (AGIO) 1.61%  
Synchronoss Technologies Inc (SNCR) 1.55%  
Rentrak Corp (RENT) 1.54%  
LifeLock Inc (LOCK) 1.42%  
comScore Inc (SCOR) 1.36%  
Hain Celestial Group Inc (HAIN) 1.31%  
iRobot Corp (IRBT) 1.30%  
Trex Co Inc (TREX) 1.30%  
ExamWorks Group Inc (EXAM) 1.30%