Pacific Advisors Small Cap C
101 North Brand Blvd,Suite 1950 Glendale CA 91203
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Phone: 800-282-6693
| Category: | Small Blend | | Fund Family: | Pacific Advisors Funds | | Net Assets: | 14.82M | | Year-to-Date Return: | 17.03% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 03-Apr-98 |
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George A. Henning
Lead Manager since
01-Jan-95 | | | Henning is portfolio manager with Pacific Global Investment Management Company. He is portfolio manager of the Small Cap Fund and portfolio manager with respect to the equity securities portion of the Balanced Fund. He is lead portfolio manager of the Multi-Cap Value Fund. Henning is Chairman of the company and Chairman, principal stockholder and President of PGIMC. He also serves as the Chairman of PGFD, and Pacific Global Investor Services, Inc. He has been associated with these firms since 1991. |
| 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 |
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| The investment seeks to provide capital appreciation through investment in small capitalization companies. The fund invests at least 80% of assets in stocks of small capitalization companies, (i.e., companies with market capitalizations of up to $2 billion). A significant portion of the portfolio generally consists of stocks of companies whose market capitalization is below $500 million, which are often referred to as "micro-cap stocks". |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
(23-Dec-08):
| 0.36 | | Annual Holdings Turnover
| 23.00% | | Average for Category:
| 92.45% |
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| Expense | PGSCX | Category
Avg | | Total Expense Ratio: | 3.17%
| 1.40% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 5.37% | | Max Deferred Sales Load: | 1.00%
| 2.34% | | 3 Yr Expense Projection*: |
$ 1,062 | $618 | | 5 Yr Expense Projection*: |
$ 1,731 | $996 | | 10 Yr Expense Projection*: |
$ 3,513 | $2,008 |
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0.34% Nasdaq 
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