• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Up 0.12% Nasdaq Up 0.71%

    Pacific Advisors Mid Cap Value A (PAMVX)

    13.64 Down 0.12(0.87%) Apr 24
    Prev Close:13.76
    YTD Return*:-1.78%
    Net Assets*:6.92M
    Yield*:N/A

    * As of 31-Mar-15

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for PAMVX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    ORLY5.0011.77
    TSCO4.897.68
    SWFT4.87-9.12
    GWR4.807.64
    WAB4.768.48

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:6.92M
    Category:Mid-Cap Blend
    Annual Report Expense Ratio (net):3.42%

    Performance & Risk

    YTD Return:-1.78%
    5y Avg Return:7.36%
    Rank in Category (ytd):96
    % Rank in Category (ytd):25.46%
    Beta (3y):1.49
    Morningstar Risk Rating:5

    Fund Summary

    The investment seeks long-term capital appreciation. The fund normally invests at least 80% of net assets (plus borrowing for investment purposes) in mid-capitalization companies that are, at the time of purchase, within the market capitalization range of companies that comprise the Russell Midcap® Index. It uses an actively managed, value-based investment approach focusing on the long-term market cycle (at least 3-5 years) to select investments. View More
    Your browser doesn't support canvas
    SETTINGS
    Scrolling
    Speed
    Display
    Price
    Submit Feedback