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    Pacific Advisors Mid Cap Value A (PAMVX)

    13.40 Down 0.12(0.89%) May 29
    Prev Close:13.52
    YTD Return*:-1.19%
    Net Assets*:7.00M
    Yield*:N/A

    * As of 30-Apr-15

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

    Headlines

    • No Headlines available for PAMVX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    ORLY5.0015.66
    TSCO4.8911.00
    SWFT4.87-15.26
    GWR4.802.89
    WAB4.7616.60

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:7M
    Category:Mid-Cap Blend
    Annual Report Expense Ratio (net):3.42%

    Performance & Risk

    YTD Return:-1.19%
    5y Avg Return:6.10%
    Rank in Category (ytd):92
    % Rank in Category (ytd):23.41%
    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
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