Mutual Fund Insights: PL Real Estate A Fund (PFARX)

In-depth Analysis of PL Real Estate A Fund (PFARX)

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See PL Real Estate A Fund (PFARX) performance details as of January 31, 2010

  

Last Trade: $9.20 on 3/19/2010, Change: -0.07 (-0.76%)

  

Fund Manager - Theodore R. Bigman

Fund Manager Tenure: 5.2 years
Fundmojo Fund Grade: B (Score: 0.6)     (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

  

 What we like about PL Real Estate A Fund (PFARX)

Data for PL Real Estate A Fund (PFARX) as of January 31, 2010

• PL Real Estate A Fund (PFARX) management has been with PL Real Estate A Fund for 5.2 years
• PL Real Estate A Fund (PFARX) has good short-term performance (1-year return 48.84% vs 47.97% Real Estate category average)
• PL Real Estate A Fund (PFARX) has good mid-term performance (3-year return -16.91% vs -17.09% Real Estate category average)
• PL Real Estate A Fund (PFARX) has good Long-term performance (5-year return 1.13% vs -0.30% Real Estate category average)
• PL Real Estate A Fund (PFARX) is less volatile than its peers as it has a 3-year Standard Deviation of 38.43, lower than category average of 38.72

  

 What we are cautious about PL Real Estate A Fund (PFARX)

Data for PL Real Estate A Fund (PFARX) as of January 31, 2010

• PL Real Estate A Fund is a focused fund with 57.55% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• PL Real Estate A Fund (PFARX) ratio of up-years vs down years can be improved
• PL Real Estate A Fund (PFARX) has a Morningstar rating of 3 and below
• PL Real Estate A Fund (PFARX) carries a 5.5% load

See PL Real Estate A Fund (PFARX) performance details as of January 31, 2010

  

  

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PL Real Estate A Fund (PFARX) Net Asset

Track net asset change of PL Real Estate A fund (PFARX)

Date	Net Asset
01/2010	$30.95M
11/2009	$31.31M
10/2009	$29.48M

More historic net asset information on PL Real Estate A Fund (PFARX)

  

PL Real Estate A Fund (PFARX) Portfolio Allocation

Track portfolio allocation change of PL Real Estate A fund (PFARX)

Date	Cash	Stock	Bond	Other
10/2009	1.99%	98%	0%	0.01%
09/2009	1.84%	98.15%	0%	0.01%
08/2009	2.22%	97.77%	0%	0.01%

Click here to see more historic asset allocation information on PL Real Estate A Fund (PFARX)

  

Most Recent Top 10 Holdings in PL Real Estate A Fund (PFARX)

Discover what PL Real Estate A Fund (PFARX) manager is buying

31-Oct-09 SIMON PPTY GRP INC [10.75%] EQUITY RESIDENTAL [8.38%] AVALONBAY CMTYS [6.34%] VORNADO REALTY TRUST [6.22%] PUBLIC STG [5.57%] BOSTON PPTYS INC [4.69%] HCP, INC. [4.13%] BROOKFIELD PTYS CP [3.78%] STARWOOD HOTELS&RES [3.61%] HOST HOTELS & RESORT [3.53%]

30-Sep-09 SIMON PPTY GRP INC [10.28%] EQUITY RESIDENTAL [8.32%] AVALONBAY CMTYS [6.36%] VORNADO REALTY TRUST [6.29%] PUBLIC STG [5.32%] BOSTON PPTYS INC [4.73%] STARWOOD HOTELS&RES [4.03%] BROOKFIELD PTYS CP [3.91%] HOST HOTELS & RESORT [3.84%] HCP, INC. [3.74%]

31-Aug-09 SIMON PPTY GRP INC [10.02%] EQUITY RESIDENTAL [7.42%] PUBLIC STG [6.45%] AVALONBAY CMTYS [6.16%] VORNADO REALTY TRUST [5.46%] BOSTON PPTYS INC [5.09%] REGENCY CENTERS CORP [4.23%] FEDERAL RLTY INV TR [3.99%] STARWOOD HOTELS&RES [3.92%] HOST HOTELS & RESORT [3.84%]

Click here for Stock Holding Change Map in PL Real Estate A Fund (PFARX)

  

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See more information on PL Real Estate A Fund (PFARX)

• PL Real Estate A Fund Insights
• PL Real Estate A Fund Performance Data
• PL Real Estate A Fund News
• PL Real Estate A Fund Score Explaination
• PL Real Estate A Fund Manager Information
• Historic PL Real Estate A Fund Asset Allocation Report
• Historic PL Real Estate A Fund Top 10 Holding Tracking
• Historic PL Real Estate A Fund Asset Under Management Tracking