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Mutual Fund Insights: PL Inflation Managed 529 MT A Fund (CAPIX)

In-depth Analysis of PL Inflation Managed 529 MT A Fund (CAPIX)

Mutual fund chart: PL Inflation Managed 529 MT A Fund (CAPIX)

3 months
6 months
1 year
3 year
5 year

See PL Inflation Managed 529 MT A Fund (CAPIX) performance details as of January 31, 2010

  

    Last Trade: $10.14 on 3/15/2010, Change: +0.01 (0.1%)

  

Fund ManagerFund Manager - Mihir Worah

Fund Manager Tenure: 2.0 years
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)
Worah is a managing director in the Newport Beach office, a portfolio manager, and head of the Real Return portfolio management team. He was previously a member of the analytics team and worked on real and nominal term structure modeling and options pricing. Prior to joining PIMCO in 2001, he was a postdoctoral research associate at the University of California, Berkeley, and the Stanford Linear Accelerator Center, where he built models to explain the difference between matter and anti-matter.  Get more insights on Mihir Worah

  

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

Data for PL Inflation Managed 529 MT A Fund (CAPIX) as of January 31, 2010

  • PL Inflation Managed 529 MT A Fund (CAPIX) is a new fund and has been performing well against its peers for both three-month and 1-year performance
  • PL Inflation Managed 529 MT A Fund (CAPIX) has good short-term performance (1-year return 14.93% vs 12.14% Inflation-Protected Bond category average)
  • PL Inflation Managed 529 MT A Fund (CAPIX) has good mid-term performance (3-year return 7.56% vs 5.79% Inflation-Protected Bond category average)
  • PL Inflation Managed 529 MT A Fund (CAPIX) has good Long-term performance (5-year return 4.71% vs 4.00% Inflation-Protected Bond category average)

  

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

Data for PL Inflation Managed 529 MT A Fund (CAPIX) as of January 31, 2010

  • PL Inflation Managed 529 MT A Fund (CAPIX) management has been with PL Inflation Managed 529 MT A Fund for only 2.0 years, it is hard to judge manager's ability based on this fund's operation record
  • PL Inflation Managed 529 MT A Fund is a focused fund with 45.49% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • PL Inflation Managed 529 MT A Fund (CAPIX) ratio of up-years vs down years can be improved
  • PL Inflation Managed 529 MT A Fund (CAPIX) has a Morningstar rating of 3 and below
  • PL Inflation Managed 529 MT A Fund (CAPIX) is more volatile than its peers as it has a 3-year Standard Deviation of 9.63 that is higher than category average of 9.17
  • PL Inflation Managed 529 MT A Fund (CAPIX) has a higher management fee of 1.16% than its Inflation-Protected Bond average of 0.85%
  • PL Inflation Managed 529 MT A Fund (CAPIX) carries a 5.5% load
See PL Inflation Managed 529 MT A Fund (CAPIX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Inflation-Protected Bond category?

Below are some additional Inflation-Protected Bond mutual funds generated out of our database

  

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

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

DateNet Asset
01/2010$270.00K
11/2009$290.00K
10/2009$280.00K
More historic net asset information on PL Inflation Managed 529 MT A Fund (CAPIX)

  

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

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

DateCashStockBondOther
01/201016.24%0%82.09%1.67%
10/200929.09%0%68.8%2.1%
06/20095.35%0%87.12%7.53%
Click here to see more historic asset allocation information on PL Inflation Managed 529 MT A Fund (CAPIX)

  

Most Recent Top 10 Holdings in PL Inflation Managed 529 MT A Fund (CAPIX)

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

31-Jan-10
United States Treas Bds 2.375% [6.75%]
US Treasury Bond 3.875% [6.68%]
United States Treas Nts 1.875% [5.94%]
US Treasury Note 2.375% [4.75%]
US Treasury Note 2% [4.64%]
US Treasury Note 2.625% [3.89%]
US Treasury Bond 2.5% [3.61%]
US Treasury Note 2.5% [3.47%]
US Treasury Note 3% [2.94%]
Ing Bank Nv [2.82%]

31-Oct-09
US Treasury Bond 3.875% [6.46%]
US Treasury Bond 2.375% [5.81%]
US TREASURY NOTE [5.47%]
US Treasury Note 2.375% [4.48%]
US Treasury Note 2.625% [4.46%]
US Treasury Note 2% [4.28%]
US Treasury Note 2.5% [3.2%]
US Treasury Note 3.5% [2.97%]
US Treasury Note 3% [2.89%]
Ing Bank Nv [2.66%]

30-Jun-09
US Treasury Bond 3.875% [8.39%]
US TREASURY NOTE [8.27%]
US Treasury Note 2.375% [7.51%]
FNMA [6.91%]
US Treasury Note 2% [6.54%]
US Treasury Note 2.625% [6.49%]
US Treasury Note 2.5% [4.85%]
US Treasury Note 3.5% [4.62%]
US Treasury Note 3% [4.46%]
US Treasury Note 1.625% [3.91%]
Click here for Stock Holding Change Map in PL Inflation Managed 529 MT A Fund (CAPIX)

  

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

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