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PL Inflation Managed 529 MT A (CAPIX) Fund Ranking and Research

Ranking, Research and Recommendation of PL Inflation Managed 529 MT A (CAPIX) Fund

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

 

Graph of PL Inflation Managed 529 MT A Fund (CAPIX) ManagerFund Manager - Mihir Worah

Fund Manager Information

Fund Manager Tenure: 12.4 years
Fund Family: Pacific LifeFunds
Fund Category: Inflation-Protected Bond
Fund Performance: Jun 29, 2010
Fundmojo Fund Grade: B (Score: 0.68)     (What does this score mean?)

 

Graph of PL Inflation Managed 529 MT A Fund (CAPIX) ProfilePL Inflation Managed 529 MT A Fund (CAPIX) Profile

Fund Profile and Description

PL Inflation Managed 529 MT A Fund seeks to maximize total return consistent with prudent investment management. PL Inflation Managed 529 MT A Fund invests assets in fixed-income securities. It normally focuses on investment in or exposure to inflation-indexed bonds such as Treasury Inflation Protection Securities (TIPS) which are issued by the U.S. government. It is expected that normally at least 80% of the fund’s net assets be invested in or exposed to inflation-indexed bonds (either through cash market purchases, forward commitments or derivative instruments).

 

PL Inflation Managed 529 MT A (CAPIX) Fund Strength What we like about PL Inflation Managed 529 MT A (CAPIX) Fund

Data for PL Inflation Managed 529 MT A Fund (CAPIX) as of Jun 29, 2010

  • PL Inflation Managed 529 MT A Fund (CAPIX) management has been with PL Inflation Managed 529 MT A Fund for 12.4 years
  • PL Inflation Managed 529 MT A Fund (CAPIX) has good short-term performance (1-year return 11.32% vs 0.22% Inflation-Protected Bond category median performance)
  • PL Inflation Managed 529 MT A Fund (CAPIX) has good mid-term performance (3-year return 8.50% vs -0.36% Inflation-Protected Bond category median performance)
  • PL Inflation Managed 529 MT A Fund (CAPIX) has good Long-term performance (5-year return 4.91% vs 1.42% Inflation-Protected Bond category median performance)
  • PL Inflation Managed 529 MT A Fund (CAPIX) ratio of up-years vs down years is greater than 2

PL Inflation Managed 529 MT A Fund (CAPIX) Weakness What we are cautious about PL Inflation Managed 529 MT A (CAPIX) Fund

Data for PL Inflation Managed 529 MT A Fund (CAPIX) as of Jun 29, 2010

  • PL Inflation Managed 529 MT A Fund (CAPIX) has a Morningstar rating of 3 and below
  • PL Inflation Managed 529 MT A Fund (CAPIX) has an annual stock turnover rate of 299.61% that is higher than the Inflation-Protected Bond average of 83.47%. This could mean PL Inflation Managed 529 MT A is more nimble, but also signal potential high tax impact and high trading fees
  • PL Inflation Managed 529 MT A Fund (CAPIX) is more volatile than its peers as it has a 3-year Standard Deviation of 9.67 that is higher than category average of 5
  • PL Inflation Managed 529 MT A Fund (CAPIX) has a higher expense ratio of 1.39% than its Inflation-Protected Bond average of 0.76%
  • PL Inflation Managed 529 MT A Fund (CAPIX) carries a 5.5% load
  • Asset base in PL Inflation Managed 529 MT A Fund (CAPIX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support
See PL Inflation Managed 529 MT A Fund (CAPIX) performance details as of Jun 29, 2010

 

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Compare PL Inflation Managed 529 MT A Fund (CAPIX)Compare with other top Inflation-Protected Bond category mutual funds

Aadditional top Inflation-Protected Bond mutual funds for your consideration

FundYear to Date1 Year3 year5 year
PL Inflation Managed 529 MT A4.9611.328.504.91
American Indep US Infl-Idx I (FFIHX)4.000.880.092.19Compare
BlackRock Inflation Prted Bd BlackRock (BPLBX)3.550.02-0.181.98Compare
Nuveen Inflation Protected Securities I (FYIPX)3.900.450.282.31Compare

See top fund managers for Inflation-Protected Bond Category Funds

 

Compare PL Inflation Managed 529 MT A Fund (CAPIX)Compare with Inflation-Protected Bond category ETFs

Some Inflation-Protected Bond ETFs for your consideration

ETFYear to DateOne YearThree Year
PIMCO 15+ Year US TIPS ETF (LTPZ)8.33%1.74%1.48%
Schwab US TIPS ETF (SCHP)3.93%1.23%0.20%
SPDR Barclays TIPS ETF (IPE)4.16%1.12%0.18%
FlexShares iBoxx 3Yr Target Dur TIPS ETF (TDTT)2.15%0.53%-0.28%
iShares 0-5 Year TIPS Bond (STIP)000

 

Graph of PL Inflation Managed 529 MT A Fund (CAPIX) Net Asset TrackingPL Inflation Managed 529 MT A (CAPIX) Fund Net Asset

Track net asset change of PL Inflation Managed 529 MT A fund (CAPIX)

DateNet Asset
05/2016$229.57K
03/2016$229.57K
02/2016$229.57K
More historic net asset information on PL Inflation Managed 529 MT A Fund (CAPIX)

  

Graph of PL Inflation Managed 529 MT A Fund (CAPIX) Portfolio TrackingPL Inflation Managed 529 MT A (CAPIX) Fund Portfolio Allocation

Track portfolio allocation change of PL Inflation Managed 529 MT A fund (CAPIX)

DateCashStockBondOther
Click here to see more historic asset allocation information on PL Inflation Managed 529 MT A Fund (CAPIX)

 

graph of PL Inflation Managed 529 MT A Fund (CAPIX) Top 10 Position TrackingTop 10 Holdings in PL Inflation Managed 529 MT A (CAPIX) Fund

Discover what PL Inflation Managed 529 MT A Fund (CAPIX) manager is buying

Click here for Stock Holding Change Map in PL Inflation Managed 529 MT A Fund (CAPIX)

  

Latest News on PL Inflation Managed 529 MT A (CAPIX) Fund

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PL Inflation Managed 529 MT A Fund (CAPIX) Related ResourcesSee more information on PL Inflation Managed 529 MT A (CAPIX) Fund

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