Primerica, Inc.

Frequently Asked Questions About PRI

What does PRI invest in?

Primerica Inc., operating with its various subsidiaries, delivers a comprehensive suite of financial services and products primarily aimed at middle-income households throughout the United States and Canada. The company organizes its business into four distinct divisions: Term Life Insurance, Investment and Savings Products, Senior Health, and Corporate & Other Distributed Products. Within its Term Life Insurance division, Primerica focuses on providing individual term life insurance policies. The Investment and Savings Products segment assists clients with a diverse range of options, including mutual funds, various retirement planning vehicles, managed investment solutions, and both variable, fixed, and fixed-indexed annuities. For an older demographic, the Senior Health segment offers segregated funds alongside Medicare Advantage and supplemental insurance plans. The Corporate and Other Distributed Products segment boasts an extensive portfolio, encompassing mortgage lending, prepaid legal services (which cover drafting wills, living wills, powers of attorney, trial defense, and motor vehicle-related legal assistance), and identity theft protection. This segment also extends to auto and homeowners' insurance, innovative home automation systems, and a variety of business insurance products, such as supplemental health, accidental death, and disability coverage designed for small enterprises. Primerica's broad array of offerings is distributed and sold to customers through a vast network of 129,515 licensed sales representatives. Founded in 1927, Primerica Inc. is headquartered in Duluth, Georgia.

What is the expense ratio of PRI?

An expense ratio for Primerica, Inc. (PRI) is not available from our data sources — neither our market-data feed nor the SEC's structured prospectus and annual-report datasets report one for this share class. The fund's prospectus on the issuer's site carries the authoritative fee.

How big is PRI?

Primerica, Inc. (PRI) manages $9.14B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is PRI actively managed or an index fund?

PRI's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was PRI launched?

Primerica, Inc. (PRI) launched in April 2010 and is managed by the fund issuer.

How has PRI performed?

PRI's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.