Pacific Capital Small Cap A
3435 Stelzer Rd. Columbus, OH 43219
Map
Phone: 800-258-9232
| Category: | Small Blend | | Fund Family: | Pacific Capital | | Net Assets: | 46.94M | | Year-to-Date Return: | 14.46% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 03-Dec-98 |
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Mammen Chally
Lead Manager since
08-Jun-09 | | | Chally, vice president and Equity portfolio manager, works in Wellington Management?s Quantitative Investment Group as a member of the portfolio management team for the firm?s intersection and quantitative portfolios and manages portfolios focusing on US equities.He has been with Wellington Management Company, LLP since 1998. He has been an investment professional with Wellington since 1996, and he joined the firm in 1994. Chally holds the Chartered 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 80% of assets in a diversified portfolio of common stocks of smaller U.S. companies and in securities that are convertible into such common stocks. It currently considers smaller companies to be those with market capitalizations in the collective range of the Russell 2000 index and the S&P Small Cap 600 index at the time of purchase. |
| Last Dividend
(30-Dec-02):
| 0.01 | | Last Cap Gain
(12-Dec-08):
| 0.04 | | Annual Holdings Turnover
| 118.96% | | Average for Category:
| 91.53% |
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| Expense | PCSAX | Category
Avg | | Total Expense Ratio: | %
| 1.41% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | 5.25%
| 5.36% | | Max Deferred Sales Load: | %
| 2.34% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $620 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $994 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,000 |
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