Pacific Financial Core Equity I
c/o Gemini Fund Services, LLC 4020 South 147th Street, Suite 2 Omaha, NE 68137
Map
Phone: 888-451-8734
| Category: | Large Blend | | Fund Family: | SouthernSunFunds | | Net Assets: | 4.98M | | Year-to-Date Return: | 14.33% | | Yield: | 0.00% | | Morningstar Rating: | N/A | | Fund Inception Date: | 02-Jul-07 |
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James C. McClendon
Lead Manager since
02-Apr-07 | | | McClendon has been the Managing Director, Chief Executive Officer, and Chief Compliance Officer of PFG since 2005, and was PFG's President and Chief Executive Officer from 1984 to 2005. He is PFG 's Senior Portfolio Manager. Mr. McClendon began his professional career in 1962 and has held various corporate positions, and he started his own business in 1976. |
| Min Initial Investment: | $5,000 | | Min Initial Investment, IRA: | $5,000 | | Min Initial Investment, AIP: | $5,000 | | Min Subsequent Investment: | $250 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks long-term capital appreciation. The fund normally invests at least 80% of assets in equity securities. These equity securities consist primarily of other investment companies (including ETFs) that invest primarily in U.S. common stock. It typically owns 5 to 3 0 positions in such securities, which may have any capitalization range. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| 197.00% | | Average for Category:
| 78.94% |
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| Expense | PFGQX | Category
Avg | | Total Expense Ratio: | 2.41%
| 1.08% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | %
| 2.60% | | 3 Yr Expense Projection*: |
$ 751 | $776 | | 5 Yr Expense Projection*: |
$ 1,285 | $1,291 | | 10 Yr Expense Projection*: |
$ 2,746 | $2,371 |
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