Pacific Capital Growth Stock B
3435 Stelzer Rd. Columbus, OH 43219
Map
Phone: 800-258-9232
| Category: | Large Growth | | Fund Family: | Pacific Capital | | Net Assets: | 420.00K | | Year-to-Date Return: | 22.90% | | Yield: | 0.12% | | Morningstar Rating: |  | | Fund Inception Date: | 02-Mar-98 |
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Daivd Coughenour
Lead Manager since
28-Nov-08 | | | Coughenour, a portfolio manager with more than nineteen years of industry experience, oversees all of Chicago Equity Partners? equity products. He was instrumental in developing our proprietary quantitative model and is involved in its ongoing developmental efforts. He has held several positions in the firm, including energy analyst. Coughenour holds the CFA designation and is a member of the CFA Institute, the Chicago Quantitative Alliance, and the CFA Society of Chicago. |
| 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 and dividend income. The fund invests at least 80% of total assets in a diversified portfolio of U.S. traded common stocks of companies having market capitalizations greater than $1 billion and securities that are convertible into such common stocks. It may invest in securities issued by large, well-established companies as well as smaller companies. The fund focuses on companies which have attractive earnings momentum and growth prospects with a strong balance sheet. |
| Last Dividend
(27-Jan-09):
| 0.01 | | Last Cap Gain
(7-Dec-00):
| 4.72 | | Annual Holdings Turnover
| 86.70% | | Average for Category:
| 112.30% |
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| Expense | PCGFX | Category
Avg | | Total Expense Ratio: | %
| 1.33% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | 5.00%
| 2.62% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $670 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,047 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,062 |
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0.03% Nasdaq 0.00%
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