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PNC Multi Factor Small Cap Core A (PLOAX) Fund Ranking and Research

Ranking, Research and Recommendation of PNC Multi Factor Small Cap Core A (PLOAX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of PNC Multi Factor Small Cap Core A Fund (PLOAX) ManagerFund Manager - Paul Kleinaitis

Fund Manager Information

Fund Manager Tenure: 14.2 years
Similar Funds: PLOIX  PLWAX 
Fund Family: PNC Funds
Fund Category: Small Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A+ (Score: 0.83)     (What does this score mean?)
Kleinaitis is a senior portfolio manager for the Structured Equity team. He formerly served as team leader for small cap strategies and portfolio manager at Harris Investment Management for a small-cap opportunity fund, a small-cap aggressive growth fund, a small-cap value fund and separate accounts managed in these same styles. He has over 20 years of portfolio management and investment research experience. Kleinaitis is a CFA charterholder.  Get more insights on Paul Kleinaitis

 

Graph of PNC Multi Factor Small Cap Core A Fund (PLOAX) ProfilePNC Multi Factor Small Cap Core A Fund (PLOAX) Profile

Fund Profile and Description

PNC Multi Factor Small Cap Core A Fund seeks long-term capital appreciation. PNC Multi Factor Small Cap Core A Fund normally invests at least 80% of assets in securities of small-cap companies. It considers a small-cap company to be one that has a market capitalization at the time of purchase within the range of market capitalizations of companies constituting the Russell 2000 index.

 

PNC Multi Factor Small Cap Core A (PLOAX) Fund Strength What we like about PNC Multi Factor Small Cap Core A (PLOAX) Fund

Data for PNC Multi Factor Small Cap Core A Fund (PLOAX) as of May 30, 2016

  • PNC Multi Factor Small Cap Core A Fund (PLOAX) management has been with PNC Multi Factor Small Cap Core A Fund for 14.2 years
  • PNC Multi Factor Small Cap Core A Fund (PLOAX) has good short-term performance (1-year return -3.48% vs -7.74% Small Growth category median performance)
  • PNC Multi Factor Small Cap Core A Fund (PLOAX) has good mid-term performance (3-year return 9.98% vs 6.86% Small Growth category median performance)
  • PNC Multi Factor Small Cap Core A Fund (PLOAX) has good Long-term performance (5-year return 12.13% vs 7.01% Small Growth category median performance)
  • PNC Multi Factor Small Cap Core A Fund (PLOAX) ratio of up-years vs down years is greater than 2
  • PNC Multi Factor Small Cap Core A Fund (PLOAX) has a Morningstar rating of 4 and above
  • Asset base in PNC Multi Factor Small Cap Core A Fund (PLOAX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • PNC Multi Factor Small Cap Core A Fund (PLOAX) is less volatile than its peers as it has a 3-year Standard Deviation of 14.73, lower than category average of 15.82
  • PNC Multi Factor Small Cap Core A Fund (PLOAX) has a lower expense ratio than its Small Growth average: 1.20% vs 1.31%

PNC Multi Factor Small Cap Core A Fund (PLOAX) Weakness What we are cautious about PNC Multi Factor Small Cap Core A (PLOAX) Fund

Data for PNC Multi Factor Small Cap Core A Fund (PLOAX) as of May 30, 2016

  • PNC Multi Factor Small Cap Core A Fund (PLOAX) is less safe compared to its Small Growth peers
  • PNC Multi Factor Small Cap Core A Fund (PLOAX) has an annual stock turnover rate of 92.00% that is higher than the Small Growth average of 63.11%. This could mean PNC Multi Factor Small Cap Core A is more nimble, but also signal potential high tax impact and high trading fees
  • PNC Multi Factor Small Cap Core A Fund (PLOAX) carries a 5.5% load
See PNC Multi Factor Small Cap Core A Fund (PLOAX) performance details as of May 30, 2016

 

What do you think?

 

Compare PNC Multi Factor Small Cap Core A Fund (PLOAX)Compare with other top Small Growth category mutual funds

Aadditional top Small Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
PNC Multi Factor Small Cap Core A0.20-3.489.9812.13
Thrivent Small Cap Stock A (AASMX)5.33-2.128.136.23Compare
Invesco Small Cap Growth A (GTSAX)2.31-6.349.449.20Compare
Brown Advisory Small-Cap Growth Inv (BIASX)1.441.9610.719.36Compare

See top fund managers for Small Growth Category Funds

 

Compare PNC Multi Factor Small Cap Core A Fund (PLOAX)Compare with Small Growth category ETFs

Some Small Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
First Trust Small Cap Gr AlphaDEX ETF (FYC)2.08%0.72%8.41%
iShares S&P Small-Cap 600 Growth (IJT)3.38%0.39%10.55%
SPDR S&P 600 Small Cap Growth ETF (SLYG)3.30%0.18%10.49%
Vanguard S&P Small-Cap 600 Growth ETF (VIOG)2.78%0.08%10.38%
Vanguard Small-Cap Growth ETF (VBK)000

 

Graph of PNC Multi Factor Small Cap Core A Fund (PLOAX) Net Asset TrackingPNC Multi Factor Small Cap Core A (PLOAX) Fund Net Asset

Track net asset change of PNC Multi Factor Small Cap Core A fund (PLOAX)

DateNet Asset
05/2016$183.86M
03/2016$157.44M
02/2016$144.39M
More historic net asset information on PNC Multi Factor Small Cap Core A Fund (PLOAX)

  

Graph of PNC Multi Factor Small Cap Core A Fund (PLOAX) Portfolio TrackingPNC Multi Factor Small Cap Core A (PLOAX) Fund Portfolio Allocation

Track portfolio allocation change of PNC Multi Factor Small Cap Core A fund (PLOAX)

DateCashStockBondOther
04/20162.95%97.02%0%0.03%
02/20161.88%98.08%0%0.04%
01/20164.3%95.66%0%0.04%
Click here to see more historic asset allocation information on PNC Multi Factor Small Cap Core A Fund (PLOAX)

 

graph of PNC Multi Factor Small Cap Core A Fund (PLOAX) Top 10 Position TrackingTop 10 Holdings in PNC Multi Factor Small Cap Core A (PLOAX) Fund

Discover what PNC Multi Factor Small Cap Core A Fund (PLOAX) manager is buying

Apr 29, 2016
Universal Forest Products, Inc. [1.81%]
South State Corporation [1.71%]
Innophos Holdings, Inc. [1.58%]
Toro Company (The) Common Stock [1.58%]
Valero Energy Partners LP Commo [1.52%]
Cantel Medical Corp. Common Sto [1.5%]
Pool Corporation [1.5%]
Microsemi Corporation [1.49%]
Sonoco Products Company Common [1.41%]
Euronet Worldwide, Inc. [1.39%]

Feb 28, 2016
Universal Forest Products, Inc. [1.92%]
Toro Company (The) Common Stock [1.74%]
Cantel Medical Corp. Common Sto [1.73%]
AEP Industries Inc. [1.72%]
Mellanox Technologies, Ltd. [1.65%]
South State Corporation [1.62%]
Microsemi Corporation [1.62%]
Valero Energy Partners LP Commo [1.57%]
ICON plc [1.5%]
Churchill Downs, Incorporated [1.47%]

Jan 30, 2016
American States Water Company C [1.86%]
AEP Industries Inc. [1.78%]
South State Corporation [1.67%]
Universal Forest Products, Inc. [1.66%]
Tyler Technologies, Inc. Common [1.65%]
Toro Company (The) Common Stock [1.57%]
Cantel Medical Corp. Common Sto [1.56%]
Pool Corporation [1.48%]
Euronet Worldwide, Inc. [1.47%]
Churchill Downs, Incorporated [1.44%]
Click here for Stock Holding Change Map in PNC Multi Factor Small Cap Core A Fund (PLOAX)

  

Latest News on PNC Multi Factor Small Cap Core A (PLOAX) Fund

See what is happening with PNC Multi Factor Small Cap Core A Fund (PLOAX)

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PNC Multi Factor Small Cap Core A Fund (PLOAX) Related ResourcesSee more information on PNC Multi Factor Small Cap Core A (PLOAX) Fund

Popular pages on PNC Multi Factor Small Cap Core A (PLOAX) Fund

  

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