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PMC Diversified Equity (PMDEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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23.58-0.01 (-0.04%)
At close: 05:53PM EDT

PMC Diversified Equity

Trust For Professional Managers

615 East Michigan Street

Milwaukee, Wisconsin 53202

866-762-7338
Management information
Janis Zvingelis,Lead manager since 31 December 2014
As Head of Envestnet’s Quantitative Research Group (QRG), Mr. Zvingelis is responsible for leading the firm's research efforts involving quantitative finance, such as capital market forecasts, asset allocation strategies, portfolio implementation, and tax optimization. He brings knowledge of a variety of quantitative and statistical techniques to the analysis of financial research projects. Mr. Zvingelis is a member of both the PMC and Envestnet Retirement Solutions Investment Committees. Prior to joining Envestnet Asset Management, Mr. Zvingelis was a research consultant with Mesirow Financial and Ibbotson Associates. He earned his PhD in Finance from The University of Iowa. He also holds a MA degree in Economics/Econometrics and an MSc degree in statistics, both from the University of Iowa as well as an MSc in Financial Mathematics from The University of Chicago. Mr. Zvingelis obtained his BA degree summa cum laude in Economics from Central College in Pella, Iowa. He has written and published several research papers in finance and theoretical statistics. Mr. Zvingelis is a CFA Charterholder.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryWorld Large-Stock Blend
Fund familyPMC Funds
Net assets1.1B
YTD return-5.82%
Yield0.82%
Morningstar rating★★★
Inception date25 Aug 2009

Fund operations

Last dividend0.27
Last cap gain0.00
Holdings turnover55.10%
Average for categoryN/A

Fees and expenses

ExpensePMDEXCategory average
Annual report expense ratio (net)0.98%0.95%
Prospectus net expense ratio0.98%N/A
Prospectus gross expense ratio0.98%N/A
Max 12b1 fee0.25%N/A
Max front end sales loadN/A5.11%
Max deferred sales loadN/A1.17%
3-yr expense projection306N/A
5-yr expense projection528N/A
10-yr expense projection1,169N/A