Mutual Fund Insights: PL Inflation Managed A Fund (PPAIX)

In-depth Analysis of PL Inflation Managed A Fund (PPAIX)

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See PL Inflation Managed A Fund (PPAIX) performance details as of February 28, 2010

  

Last Trade: $10.15 on 3/19/2010, Change: -0.01 (-0.1%)

  

Fund Manager - Mihir Worah

Fund Manager Tenure: 2.0 years
Fundmojo Fund Grade: B (Score: 0.65)     (What does this score mean?)

Mihir Worah is a managing director in the Newport Beach office, a portfolio manager, and head of the Real Return portfolio management team. Mihir Worah was previously a member of the analytics team and worked on real and nominal term structure modeling and options pricing. Prior to joining PIMCO in 2001, Mihir Worah was a postdoctoral research associate at the University of California, Berkeley, and the Stanford Linear Accelerator Center, where Mihir Worah built models to explain the difference between matter and anti-matter.  Get more insights on Mihir Worah

  

 What we like about PL Inflation Managed A Fund (PPAIX)

Data for PL Inflation Managed A Fund (PPAIX) as of February 28, 2010

• PL Inflation Managed A Fund (PPAIX) is a new fund and has been performing well against its peers for both three-month and 1-year performance
• PL Inflation Managed A Fund (PPAIX) has good short-term performance (1-year return 16.69% vs 13.39 % Inflation-Protected Bond category average)
• PL Inflation Managed A Fund (PPAIX) has good mid-term performance (3-year return 6.64% vs 4.76 % Inflation-Protected Bond category average)
• PL Inflation Managed A Fund (PPAIX) has good Long-term performance (5-year return 4.59% vs 3.90 % Inflation-Protected Bond category average)
• PL Inflation Managed A Fund (PPAIX) ratio of up-years vs down years is greater than 2

  

 What we are cautious about PL Inflation Managed A Fund (PPAIX)

Data for PL Inflation Managed A Fund (PPAIX) as of February 28, 2010

• PL Inflation Managed A Fund (PPAIX) management has been with PL Inflation Managed A Fund for only 2.0 years, it is hard to judge manager's ability based on this fund's operation record
• PL Inflation Managed A Fund is a focused fund with 45.49% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• PL Inflation Managed A Fund (PPAIX) has a Morningstar rating of 3 and below
• PL Inflation Managed A Fund (PPAIX) has an annual stock turnover rate of 745.76% that is higher than the Inflation-Protected Bond average of 212.89%. This could mean PL Inflation Managed A is more nimble, but also signal potential high tax impact and high trading fees
• PL Inflation Managed A Fund (PPAIX) is more volatile than its peers as it has a 3-year Standard Deviation of 9.65 that is higher than category average of 9.16
• PL Inflation Managed A Fund (PPAIX) has a higher management fee of 1.01% than its Inflation-Protected Bond average of 0.83%
• PL Inflation Managed A Fund (PPAIX) carries a 5.5% load

See PL Inflation Managed A Fund (PPAIX) performance details as of February 28, 2010

  

  

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PL Inflation Managed A Fund (PPAIX) Net Asset

Track net asset change of PL Inflation Managed A fund (PPAIX)

Date	Net Asset
02/2010	$145.95M
01/2010	$145.98M
11/2009	$135.79M

More historic net asset information on PL Inflation Managed A Fund (PPAIX)

  

PL Inflation Managed A Fund (PPAIX) Portfolio Allocation

Track portfolio allocation change of PL Inflation Managed A fund (PPAIX)

Date	Cash	Stock	Bond	Other
01/2010	16.24%	0%	82.09%	1.67%
10/2009	29.09%	0%	68.8%	2.1%
06/2009	5.35%	0%	87.12%	7.53%

Click here to see more historic asset allocation information on PL Inflation Managed A Fund (PPAIX)

  

Most Recent Top 10 Holdings in PL Inflation Managed A Fund (PPAIX)

Discover what PL Inflation Managed A Fund (PPAIX) manager is buying

31-Jan-10 United States Treas Bds 2.375% [6.75%] US Treasury Bond 3.875% [6.68%] United States Treas Nts 1.875% [5.94%] US Treasury Note 2.375% [4.75%] US Treasury Note 2% [4.64%] US Treasury Note 2.625% [3.89%] US Treasury Bond 2.5% [3.61%] US Treasury Note 2.5% [3.47%] US Treasury Note 3% [2.94%] Ing Bank Nv [2.82%]

31-Oct-09 US Treasury Bond 3.875% [6.46%] US Treasury Bond 2.375% [5.81%] US TREASURY NOTE [5.47%] US Treasury Note 2.375% [4.48%] US Treasury Note 2.625% [4.46%] US Treasury Note 2% [4.28%] US Treasury Note 2.5% [3.2%] US Treasury Note 3.5% [2.97%] US Treasury Note 3% [2.89%] Ing Bank Nv [2.66%]

30-Jun-09 US Treasury Bond 3.875% [8.39%] US TREASURY NOTE [8.27%] US Treasury Note 2.375% [7.51%] FNMA [6.91%] US Treasury Note 2% [6.54%] US Treasury Note 2.625% [6.49%] US Treasury Note 2.5% [4.85%] US Treasury Note 3.5% [4.62%] US Treasury Note 3% [4.46%] US Treasury Note 1.625% [3.91%]

Click here for Stock Holding Change Map in PL Inflation Managed A Fund (PPAIX)

  

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Latest News on PL Inflation Managed A (PPAIX)

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See more information on PL Inflation Managed A Fund (PPAIX)

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