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PL Real Estate 529 MT A (CPRAX) Fund Ranking and Research

Ranking, Research and Recommendation of PL Real Estate 529 MT A (CPRAX) Fund

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Graph of PL Real Estate 529 MT A Fund (CPRAX) ManagerFund Manager - Theodore R. Bigman

Fund Manager Information

Fund Manager Tenure: 15.5 years
Fund Family: Pacific LifeFunds
Fund Category: Real Estate
Fund Performance: Jun 29, 2010
Fundmojo Fund Grade: C (Score: 0.5)     (What does this score mean?)
Bigman is a managing director of Morgan Stanley, his employer since 1995. Between 1987 and 1995, he served as a portfolio manager with CS First Boston, where he established and managed the company's real-estate effort. He is a member of both the National Association of Real Estate Investment Trusts and the International Council of Shopping Centers.  Get more insights on Theodore R. Bigman

 

 

PL Real Estate 529 MT A (CPRAX) Fund Strength What we like about PL Real Estate 529 MT A (CPRAX) Fund

Data for PL Real Estate 529 MT A Fund (CPRAX) as of Jun 29, 2010

  • PL Real Estate 529 MT A Fund (CPRAX) management has been with PL Real Estate 529 MT A Fund for 15.5 years
  • PL Real Estate 529 MT A Fund (CPRAX) has good short-term performance (1-year return 50.43% vs 9.01% Real Estate category median performance)
  • PL Real Estate 529 MT A Fund (CPRAX) has an annual stock turnover rate of 27.00% vs Real Estate average of 61.66%. It is good that PL Real Estate 529 MT A management does not trade extensively for its return.

PL Real Estate 529 MT A Fund (CPRAX) Weakness What we are cautious about PL Real Estate 529 MT A (CPRAX) Fund

Data for PL Real Estate 529 MT A Fund (CPRAX) as of Jun 29, 2010

  • PL Real Estate 529 MT A Fund (CPRAX) has a less-than-ideal mid-term performance (3-year return -10.15% vs 9.69% Real Estate category median performance)
  • PL Real Estate 529 MT A Fund (CPRAX) has a less-than-ideal Long-term performance (5-year return 0.51% vs 9.40% Real Estate category median performance)
  • PL Real Estate 529 MT A Fund (CPRAX) ratio of up-years vs down years can be improved
  • PL Real Estate 529 MT A Fund (CPRAX) has a Morningstar rating of 3 and below
  • PL Real Estate 529 MT A Fund (CPRAX) is more volatile than its peers as it has a 3-year Standard Deviation of 39.33 that is higher than category average of 14.6
  • PL Real Estate 529 MT A Fund (CPRAX) carries a 5.5% load
  • As a Real Estate focused fund, PL Real Estate 529 MT A Fund (CPRAX) is less diversified and has inherited sector risks associated with the fund
  • Asset base in PL Real Estate 529 MT A Fund (CPRAX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support
See PL Real Estate 529 MT A Fund (CPRAX) performance details as of Jun 29, 2010

 

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Compare PL Real Estate 529 MT A Fund (CPRAX)Compare with other top Real Estate category mutual funds

Aadditional top Real Estate mutual funds for your consideration

FundYear to Date1 Year3 year5 year
PL Real Estate 529 MT A6.2650.43-10.150.51
Cohen & Steers Real Estate Securities A (CSEIX)4.9712.0412.7011.08Compare
Fidelity Real Estate Investment Port (FRESX)5.4713.1611.0110.65Compare
Goldman Sachs Real Estate Securities Ins (GREIX)4.4810.0510.3410.22Compare

See top fund managers for Real Estate Category Funds

 

Compare PL Real Estate 529 MT A Fund (CPRAX)Compare with Real Estate category ETFs

Some Real Estate ETFs for your consideration

ETFYear to DateOne YearThree Year
SPDR Dow Jones REIT ETF (RWR)3.89%9.97%10.25%
iShares US Real Estate (IYR)5.47%8.55%8.64%
Wilshire US REIT ETF (WREI)4.51%11.20%10.78%
iShares Real Estate 50 (FTY)4.72%10.99%9.37%
Schwab US REIT ETF (SCHH)4.03%10.20%10.44%

 

Graph of PL Real Estate 529 MT A Fund (CPRAX) Net Asset TrackingPL Real Estate 529 MT A (CPRAX) Fund Net Asset

Track net asset change of PL Real Estate 529 MT A fund (CPRAX)

DateNet Asset
05/2016$77.34K
03/2016$77.34K
02/2016$77.34K
More historic net asset information on PL Real Estate 529 MT A Fund (CPRAX)

  

Graph of PL Real Estate 529 MT A Fund (CPRAX) Portfolio TrackingPL Real Estate 529 MT A (CPRAX) Fund Portfolio Allocation

Track portfolio allocation change of PL Real Estate 529 MT A fund (CPRAX)

DateCashStockBondOther
Click here to see more historic asset allocation information on PL Real Estate 529 MT A Fund (CPRAX)

 

graph of PL Real Estate 529 MT A Fund (CPRAX) Top 10 Position TrackingTop 10 Holdings in PL Real Estate 529 MT A (CPRAX) Fund

Discover what PL Real Estate 529 MT A Fund (CPRAX) manager is buying

Click here for Stock Holding Change Map in PL Real Estate 529 MT A Fund (CPRAX)

  

Latest News on PL Real Estate 529 MT A (CPRAX) Fund

See what is happening with PL Real Estate 529 MT A Fund (CPRAX)

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PL Real Estate 529 MT A Fund (CPRAX) Related ResourcesSee more information on PL Real Estate 529 MT A (CPRAX) Fund

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