Mutual Fund Insights: PL International Large-Cap 529 MT A Fund (CPAGX)

In-depth Analysis of PL International Large-Cap 529 MT A Fund (CPAGX)

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See PL International Large-Cap 529 MT A Fund (CPAGX) performance details as of February 28, 2010

  

Last Trade: $13.66 on 3/19/2010, Change: -0.10 (-0.73%)

  

Fund Manager - Daniel Ling

Fund Manager Tenure: 1.2 years
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)

Mr. Ling, Investment Officer, has been portfolio manager of the MFS Institutional International Equity Fund since October 2009, and has been employed with MFS since 2006. Prior to joining MFS, Mr. Ling was an Investment Manager for Lion Capital Management in Singapore.  Get more insights on Daniel Ling

  

 What we like about PL International Large-Cap 529 MT A Fund (CPAGX)

Data for PL International Large-Cap 529 MT A Fund (CPAGX) as of February 28, 2010

• PL International Large-Cap 529 MT A Fund (CPAGX) has good Long-term performance (5-year return 3.80% vs 3.05 % Foreign Large Growth category average)
• PL International Large-Cap 529 MT A Fund (CPAGX) ratio of up-years vs down years is greater than 2
• PL International Large-Cap 529 MT A Fund (CPAGX) has an annual stock turnover rate of 25.95% vs Foreign Large Growth average of 94.92%. It is good that PL International Large-Cap 529 MT A management does not trade extensively for its return.
• PL International Large-Cap 529 MT A Fund (CPAGX) is less volatile than its peers as it has a 3-year Standard Deviation of 22.56, lower than category average of 25.74

  

 What we are cautious about PL International Large-Cap 529 MT A Fund (CPAGX)

Data for PL International Large-Cap 529 MT A Fund (CPAGX) as of February 28, 2010

• PL International Large-Cap 529 MT A Fund (CPAGX) management has been with PL International Large-Cap 529 MT A Fund for only 1.2 years, it is hard to judge manager's ability based on this fund's operation record
• PL International Large-Cap 529 MT A Fund is a focused fund with 32.34% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• PL International Large-Cap 529 MT A Fund (CPAGX) has a less-than-ideal short-term performance (1-year return 56.43% vs 57.08 % Foreign Large Growth category average)
• PL International Large-Cap 529 MT A Fund (CPAGX) has a less-than-ideal mid-term performance (3-year return -4.66% vs -6.27 % Foreign Large Growth category average)
• PL International Large-Cap 529 MT A Fund (CPAGX) has a Morningstar rating of 3 and below
• PL International Large-Cap 529 MT A Fund (CPAGX) does not have a good risk adjusted return as its 3-year Alpha of 2.61 is worse than category average of 2.7, and its 3-year Sharpe ratio is -0.18
• PL International Large-Cap 529 MT A Fund (CPAGX) has a higher management fee of 1.84% than its Foreign Large Growth average of 1.53%
• PL International Large-Cap 529 MT A Fund (CPAGX) carries a 5.5% load

See PL International Large-Cap 529 MT A Fund (CPAGX) performance details as of February 28, 2010

  

  

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PL International Large-Cap 529 MT A Fund (CPAGX) Net Asset

Track net asset change of PL International Large-Cap 529 MT A fund (CPAGX)

Date	Net Asset
02/2010	$96.29M
01/2010	$750.00K
11/2009	$700.00K

More historic net asset information on PL International Large-Cap 529 MT A Fund (CPAGX)

  

PL International Large-Cap 529 MT A Fund (CPAGX) Portfolio Allocation

Track portfolio allocation change of PL International Large-Cap 529 MT A fund (CPAGX)

Date	Cash	Stock	Bond	Other
01/2010	1.74%	98.26%	0%	0%
10/2009	0.82%	99.18%	0%	0%
09/2009	1.16%	97.35%	0%	1.49%

Click here to see more historic asset allocation information on PL International Large-Cap 529 MT A Fund (CPAGX)

  

Most Recent Top 10 Holdings in PL International Large-Cap 529 MT A Fund (CPAGX)

Discover what PL International Large-Cap 529 MT A Fund (CPAGX) manager is buying

31-Jan-10 Roche Holding AG [4.53%] NESTLE N ORD [4.27%] Reckitt Benck Grp [3.7%] LVMH MOET HENNESSY LOUIS VUI [3.52%] LINDE AG [3.44%] Heineken N.V. [3.25%] SUNCOR ENERGY INC [2.66%] CANADIAN NATL RAILWY [2.39%] NYSE Arca EQ Weigt Pharma Index [2.33%] Bay National Corporation (Maryl [2.25%]

31-Oct-09 NESTLE N ORD [4.41%] Roche Holding AG [4.37%] LVMH MOET HENNESSY LOUIS VUI [3.61%] LINDE AG [3.54%] Reckitt Benck Grp [3.46%] SUNCOR ENERGY INC [3.11%] Heineken N.V. [3.02%] CREDIT SUISSE GROUP [2.46%] Bay National Corporation (Maryl [2.46%] NYSE Arca EQ Weigt Pharma Index [2.25%]

30-Sep-09 NESTLE N ORD [4.41%] Roche Holding AG [4.37%] LVMH MOET HENNESSY LOUIS VUI [3.61%] LINDE AG [3.54%] Reckitt Benck Grp [3.46%] SUNCOR ENERGY INC [3.11%] Heineken N.V. [3.02%] CREDIT SUISSE GROUP [2.46%] Bay National Corporation (Maryl [2.46%] NYSE Arca EQ Weigt Pharma Index [2.25%]

Click here for Stock Holding Change Map in PL International Large-Cap 529 MT A Fund (CPAGX)

  

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See more information on PL International Large-Cap 529 MT A Fund (CPAGX)

• PL International Large-Cap 529 MT A Fund Insights
• PL International Large-Cap 529 MT A Fund Performance Data
• PL International Large-Cap 529 MT A Fund News
• PL International Large-Cap 529 MT A Fund Score Explaination
• PL International Large-Cap 529 MT A Fund Manager Information
• Historic PL International Large-Cap 529 MT A Fund Asset Allocation Report
• Historic PL International Large-Cap 529 MT A Fund Top 10 Holding Tracking
• Historic PL International Large-Cap 529 MT A Fund Asset Under Management Tracking