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PL Managed Bond 529 MT A Fund (CPAMX)

Fund performance review and position details on PL Managed Bond 529 MT A Fund (CPAMX)

    Last Trade: $ on , Change: (0%)

PL Managed Bond 529 MT A Fund (CPAMX) HighlightPL Managed Bond 529 MT A Fund (CPAMX) Fund Summary

PL Managed Bond 529 MT A Fund (CPAMX) statistics as of Jun 29, 2010

Category: Intermediate-Term Bond
Fund Family: Pacific LifeFunds
Net Asset: $569.09K
Yield: 4.8%
Year-to-Date Return: 5.72%
Morningstar rating: 4

 

PL Managed Bond 529 MT A Fund (CPAMX) CostPL Managed Bond 529 MT A Fund (CPAMX) Cost

PL Managed Bond 529 MT A Fund (CPAMX) various investment related cost

Initial Investment: 500
Total Expense Ratio (Intermediate-Term Bond average): 1.39% (0.81%)
Max Front End Sales Load: 5.50%
Max Back End Sales Load: 0%
Annual Holdings Turnover: 352.00%

 

PL Managed Bond 529 MT A Fund (CPAMX) PerformancePL Managed Bond 529 MT A Fund (CPAMX) Performance

Most current PL Managed Bond 529 MT A Fund (CPAMX) Performance

1-month Performance (Intermediate-Term Bond category median performance): 1.81% (0.01%)
3-month Performance (Intermediate-Term Bond category median performance): 2.70% (1.94%)
1 Year Performance (Intermediate-Term Bond category median performance): 13.31% (2.06%)
3 Year Performance (Intermediate-Term Bond category median performance): 10.73% (2.45%)
5 Year Performance (Intermediate-Term Bond category median performance): 6.93% (3.27%)
Number of Years of positive return: 7 years
Number of Years of negative return: 0 years
3 year Alpha (Intermediate-Term Bond category average): 2.91 (-0.36)
3 year Beta (Intermediate-Term Bond category average): 1.02 (0.94)
3 year Sharpe Ratio: 1.44
3 year Treynor: 9.23

PL Managed Bond 529 MT A Fund (CPAMX) topholdingTop Stock Holdings in PL Managed Bond 529 MT A Fund (CPAMX)

See stock holding change map for more historic information

StockWeightingPrice change (15 mins delay)
Irs: Receive 4.0 Pay Float 3m Usd Libor Broker, Morgan Stanley Expires, Dec2.28%N/A
FHLMC1.86%N/A
FNMA1.26%N/A
United States Treas Nts 2.75%1.15%N/A
Macquarie Bk Ltd Sr Mtn 144a 144A 3.3%1.07%N/A
Irs: Receive Fix 6.0 Pay Float - 6-Month Aud Libor Broker, Ubs Ex1%N/A
Irs: Na Broker, Morgan Stanley Expires, January 20120.95%N/A
*Note: The price change will reset to 0 after the midnight

 

PL Managed Bond 529 MT A Fund (CPAMX) CompareCompare with other Intermediate-Term Bond category mutual funds

Below are some additional Intermediate-Term Bond mutual funds generated out of our database

Fund1 Year3 year5 year
PL Managed Bond 529 MT A13.3110.736.93
DoubleLine Total Return Bond N (DLTNX)2.452.984.59 Compare
Sterling Capital Total Return Bond I (BIBTX)3.243.103.66 Compare
Touchstone Flexible Income Y (MXIIX)3.853.804.64 Compare

See top fund managers for Intermediate-Term Bond Category Funds

 

PL Managed Bond 529 MT A Fund (CPAMX) PerformanceOther Financial Data Web Sites on PL Managed Bond 529 MT A Fund (CPAMX)

Addition research sites for PL Managed Bond 529 MT A Fund (CPAMX)

 

PL Managed Bond 529 MT A Fund (CPAMX) Related ResourcesSee more information on PL Managed Bond 529 MT A (CPAMX) Fund

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