PMDEX : PMC Diversified Equity Fund

PMDEX is a Allocation Market Total World with MODERATE fees.

PMDEX

PMC Diversified Equity Fund

FI Score

50 /100

Expense Ratio Rating

6 /10

Expense Rating

0 /10

Market Score

7 /10

Category Score

5 /10

Market Size

7 /10

50% FI Score
  • pmdex
  • Mutual Fund
  • Allocation
  • Total World

PMC Diversified Equity Fund

Expenses: 0.98% (Better than 1% of similar funds)

This is an OK choice for a Total World Allocation fund. See why ยป

Fund Summary

The investment seeks long-term capital appreciation. The fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of U.S. companies and non-U.S. companies with varying market capitalizations. It may invest up to 50% of its net assets in foreign securities, including American Depositary Receipts ("ADRs"), European Depositary Receipts ("EDRs") and Global Depositary Receipts ("GDRs"). The fund may invest up to 10% of its net assets in the equity securities of companies located in countries considered to have emerging market economies.

Largest Holdings

Amount Holding
1.94% Microsoft Corp
1.57% Apple Inc
0.92% Roche Holding AG ADR
0.87% Novartis AG ADR
0.83% Nestle SA ADR
0.78% Amazon.com Inc
0.76% Intel Corp
0.76% Alphabet Inc Class C
0.73% AT&T Inc
0.68% Toyota Motor Corp ADR
0.65% UnitedHealth Group Inc
0.61% Alibaba Group Holding Ltd ADR
0.55% Medtronic PLC
0.53% Berkshire Hathaway Inc B
0.51% Visa Inc Class A
0.48% iShares Russell 1000 ETF
0.46% Verizon Communications Inc
0.45% Cisco Systems Inc
0.44% Taiwan Semiconductor Manufacturing Co Ltd ADR
0.42% Tencent Holdings Ltd ADR
0.41% Novo Nordisk A/S ADR
0.41% Mastercard Inc A
0.41% Procter & Gamble Co
0.40% Comcast Corp Class A
0.40% Walmart Inc

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