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  •  Dow Down 1.45% Nasdaq Down 1.03%

    Pacific Advisors Mid Cap Value A (PAMVX)

    12.53 Down 0.23(1.80%) Jan 30
    Prev Close:12.76
    YTD Return*:-11.74%
    Net Assets*:6.87M
    Yield*:N/A

    * As of 31-Dec-14

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

    Headlines

    • No Headlines available for PAMVX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    GWR5.38-0.91
    WAB4.690.25
    KSU4.45-1.32
    SAVE4.39-1.77
    ORLY4.25-0.26

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:6.87M
    Category:Mid-Cap Blend
    Annual Report Expense Ratio (net):3.69%

    Performance & Risk

    YTD Return:-11.74%
    5y Avg Return:8.92%
    Rank in Category (ytd):99
    % Rank in Category (ytd):26.83%
    Beta (3y):1.47
    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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