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Mutual Fund Insights: PL Mid-Cap Equity A Fund (PFAVX)

In-depth Analysis of PL Mid-Cap Equity A Fund (PFAVX)

Mutual fund chart: PL Mid-Cap Equity A Fund (PFAVX)

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See PL Mid-Cap Equity A Fund (PFAVX) performance details as of January 31, 2010

  

    Last Trade: $8.59 on 3/12/2010, Change: +0.02 (0.23%)
Experiment our closing price forecasting tool for PL Mid-Cap Equity A Fund (PFAVX) (alpha release)

  

Fund Manager - Andrew D. Lacey

Fund Manager Tenure: 5.2 years
Fundmojo Fund Grade: D (Score: 0.43)     (What does this score mean?)
Andrew D. Lacey, a Deputy Chairman of the Investment Manager, is responsible for oversight of U.S. and Global strategies. He also is a portfolio manager/analyst on the Investment Manager?s U.S. Strategic Equity, U.S. Equity Select, U.S. Equity Value, U.S. Mid Cap Equity and Global Equity teams. Mr. Lacey joined the Investment Manager in 1996, and has been working in the investment field since 1995.  Get more insights on Andrew D. Lacey

  

What we like about PL Mid-Cap Equity A Fund (PFAVX) What we like about PL Mid-Cap Equity A Fund (PFAVX)

Data for PL Mid-Cap Equity A Fund (PFAVX) as of January 31, 2010

  • PL Mid-Cap Equity A Fund (PFAVX) management has been with PL Mid-Cap Equity A Fund for 5.2 years
  • PL Mid-Cap Equity A Fund (PFAVX) has good short-term performance (1-year return 44.61% vs 43.98% Mid-Cap Value category average)
  • PL Mid-Cap Equity A Fund (PFAVX) is less volatile than its peers as it has a 3-year Standard Deviation of 22.58, lower than category average of 24.2
  • PL Mid-Cap Equity A Fund (PFAVX) has a lower management fee than its Mid-Cap Value average: 1.22% vs 1.37%

  

What we are cautious about PL Mid-Cap Equity A Fund (PFAVX) What we are cautious about PL Mid-Cap Equity A Fund (PFAVX)

Data for PL Mid-Cap Equity A Fund (PFAVX) as of January 31, 2010

  • PL Mid-Cap Equity A Fund (PFAVX) has a less-than-ideal mid-term performance (3-year return -8.22% vs -6.98% Mid-Cap Value category average)
  • PL Mid-Cap Equity A Fund (PFAVX) has a less-than-ideal Long-term performance (5-year return 0.18% vs 1.33% Mid-Cap Value category average)
  • PL Mid-Cap Equity A Fund (PFAVX) ratio of up-years vs down years can be improved
  • PL Mid-Cap Equity A Fund (PFAVX) has a Morningstar rating of 3 and below
  • PL Mid-Cap Equity A Fund (PFAVX) is less safe compared to its Mid-Cap Value peers
  • PL Mid-Cap Equity A Fund (PFAVX) does not have a good risk adjusted return as its 3-year Alpha of 0.13 is worse than category average of 2.33, and its 3-year Sharpe ratio is -0.35
  • PL Mid-Cap Equity A Fund (PFAVX) carries a 5.5% load
See PL Mid-Cap Equity A Fund (PFAVX) performance details as of January 31, 2010

  

  

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PL Mid-Cap Equity A Fund (PFAVX) Net Asset

Track net asset change of PL Mid-Cap Equity A fund (PFAVX)

DateNet Asset
01/2010$92.09M
11/2009$89.18M
10/2009$84.90M
More historic net asset information on PL Mid-Cap Equity A Fund (PFAVX)

  

PL Mid-Cap Equity A Fund (PFAVX) Portfolio Allocation

Track portfolio allocation change of PL Mid-Cap Equity A fund (PFAVX)

DateCashStockBondOther
01/20101.61%97.78%0%0.61%
10/20093.25%96.74%0%0%
09/20093.76%96.24%0%0%
Click here to see more historic asset allocation information on PL Mid-Cap Equity A Fund (PFAVX)

  

Most Recent Top 10 Holdings in PL Mid-Cap Equity A Fund (PFAVX)

Discover what PL Mid-Cap Equity A Fund (PFAVX) manager is buying

31-Jan-10
BALL CP [3.5%]
Mattel, Inc. [3.18%]
FAMILY DOLLAR STORES [2.67%]
AMERIPRISE FINANCIAL [2.47%]
DOVER CP [2.47%]
Talecris Biotherapeutics Holdin [2.2%]
INGRAM MICRO A [2.15%]
AMER ELECTRIC POW CO [2.07%]
HOLLY CP [1.97%]
Symantec Corporation [1.94%]

31-Oct-09
BlackRock Liquidity Treasury Instl [3.76%]
HOSPIRA INC [3.07%]
BALL CP [2.86%]
AMERIPRISE FINANCIAL [2.79%]
INGRAM MICRO A [2.27%]
REPUBLIC SVCS INC [2.19%]
Mattel, Inc. [2.18%]
Symantec Corporation [2.15%]
MOLSON COORS CO CL B [2.13%]
PENNEY J C CO HOLDIN [2.11%]

30-Sep-09
BlackRock Liquidity Treasury Instl [3.76%]
HOSPIRA INC [3.07%]
BALL CP [2.86%]
AMERIPRISE FINANCIAL [2.79%]
INGRAM MICRO A [2.27%]
REPUBLIC SVCS INC [2.19%]
Mattel, Inc. [2.18%]
Symantec Corporation [2.15%]
MOLSON COORS CO CL B [2.13%]
PENNEY J C CO HOLDIN [2.11%]
Click here for Stock Holding Change Map in PL Mid-Cap Equity A Fund (PFAVX)

  

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Latest News on PL Mid-Cap Equity A (PFAVX)

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