Pacific Capital Intl Stock A
3435 Stelzer Rd. Columbus, OH 43219
Map
Phone: 800-258-9232
| Category: | Foreign Large Growth | | Fund Family: | Pacific Capital | | Net Assets: | 1.46M | | Year-to-Date Return: | 42.03% | | Yield: | 0.27% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Dec-98 |
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Retz Reeves
Lead Manager since
01-Dec-05 | | | Reeves joined Hansberger in 1996 and serves as its chief investment officer, managing director, portfolio manager, and research analyst. Prior to that, she was senior vice president at Templeton Worldwide in the research and portfolio management group from 1987 to 1996. Reeves holds the Charted Financial Analyst designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term capital appreciation. The fund invests at least 65% of assets in common stocks, common stock equivalents and preferred stocks of foreign companies, and at least 80% of assets plus borrowings for investment purposes in such securities of domestic and foreign companies. It may also invest up to 35% of total assets in any combination of equity, investment-grade debt and convertible securities of issuers located in the United States. |
| Last Dividend
(28-Jul-09):
| 0.01 | | Last Cap Gain
(12-Dec-08):
| 1.78 | | Annual Holdings Turnover
| 50.99% | | Average for Category:
| 98.56% |
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| Expense | PAISX | Category
Avg | | Total Expense Ratio: | %
| 1.52% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | 5.25%
| 5.40% | | Max Deferred Sales Load: | %
| 2.38% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $680 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,084 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,185 |
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0.83% Nasdaq 0.00%
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