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Pacific Advisors Balanced C (PGBCX)On Jan 5: 14.57  Up 0.04 (0.28%)  
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Profile  As of 30-Nov-09Get Profile for:
Pacific Advisors Balanced C
101 North Brand Blvd,Suite 1950 Glendale CA 91203
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Phone: 800-282-6693
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FUND OVERVIEW 
Category:Moderate Allocation
Fund Family:Pacific Advisors Funds
Net Assets:24.67M
Year-to-Date Return:19.15%
Yield:1.09%
Morningstar Rating:3 stars
Fund Inception Date:03-Apr-98
MORNINGSTAR STYLE BOX 
Moderate Allocation
[View Category Definition]
View Top Moderate Allocation Funds
About the Morningstar Style Box
MANAGEMENT INFORMATION 
Thomas H. Hanson
Lead Manager since 01-Nov-06
Hanson is an executive vice president and board director of Pacific Global Investment Management Company. His investment expertise includes fixed income and equities. His equity investment style is growth-at-a-reasonable price. Hanson has been a financial professional for over 25 years.
INVESTMENT INFORMATION 
Min Initial Investment:$10,000
Min Initial Investment, IRA:$10,000
Min Initial Investment, AIP:$10,000
Min Subsequent Investment:$500
Min Subsequent Investment, IRA:$500
Min Subsequent Investment, AIP:$100
PGBCX can be purchased from brokerages.
FUND SUMMARY 
The investment seeks to achieve long-term capital appreciation and income consistent with reduced risk. The fund invests in a flexible mix of common stocks, dividend paying stocks, and investment grade fixed income securities. The fund usually weighting the portfolio toward stocks. The fund's stocks will consist primarily of companies with market capitalization over $500 million.it invests at least 25% of assets in fixed income securities and preferred stocks.
FUND OPERATIONS 
Last Dividend (23-Dec-08): 0.16
Last Cap Gain (23-Dec-08): 0.20
Annual Holdings Turnover 32.00%
Average for Category: 82.83%
FEES & EXPENSES 
ExpensePGBCXCategory
Avg
Total Expense Ratio:% 1.01%
Max 12b1 Fee:% N/A
Max Front End Sales Load:% 5.30%
Max Deferred Sales Load:1.00% 2.71%
3 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$633
5 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$964
10 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$1,881
* Per $10,000 invested


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