Pacific Capital Mid Cap Y
3435 Stelzer Rd.Columbus, OH 43219
Map
Phone: 800-258-9232
| Category: | Mid-Cap Blend | | Fund Family: | Pacific Capital | | Net Assets: | 31.88M | | Year-to-Date Return: | 2.28% | | Yield: | 0.59% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Dec-2003 |
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Robert H. Kramer
Lead Manager since
01-Dec-2005 | | | Kramer, managing director, has over twenty years of industry experience and is personally responsible for following and analyzing the healthcare sector. He also oversees the quantitative research, trading and technology groups at CEP. Before joining CEP, he worked with the Feldman Group and GE Capital.
Karmer holds the Charted Financial Analyst and Certified Public Accountant designations. |
| Min Initial Investment: | $0 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks long-term capital appreciation.
The fund invests at least 80% of total assets in a diversified portfolio of U.S. traded common stocks of companies within the market capitalization range of the S&P MidCap 400 index and in securities that are convertible into such common stocks such as warrants, convertible preferred stock, fixed rate preferred stock, convertible fixed-income securities, options and rights. |
| Last Dividend
(26-Jan-10):
| 0.03 | | Last Cap Gain
(27-Dec-07):
| 1.24 | | Annual Holdings Turnover
(18-Mar-10):
| 120.38% | | Average for Category:
| 98.84% |
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| Expense | PMDYX | Category
Avg | | Total Expense Ratio: | 1.10%
| 1.38% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.33% | | Max Deferred Sales Load: | %
| 2.37% | | 3 Yr Expense Projection*: |
$ 428 | $64 | | 5 Yr Expense Projection*: |
$ 739 | $99 | | 10 Yr Expense Projection*: |
$ 1,624 | $198 |
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0.35% Nasdaq 
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