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    Pacific Advisors Balanced C (PGBCX)

    11.90 Up 0.10(0.85%) Sep 2
    Prev Close:11.80
    YTD Return*:-2.00%
    Net Assets*:8.32M
    Yield*:N/A

    * As of 31-Jul-15

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

    Headlines

    • No Headlines available for PGBCX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    LAD3.29N/A
    DIS3.19N/A
    CVS3.14N/A
    WAB3.04N/A
    EWBC3.02N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:8.32M
    Category:Aggressive Allocation
    Annual Report Expense Ratio (net):3.58%

    Performance & Risk

    YTD Return:-2.00%
    5y Avg Return:5.66%
    Rank in Category (ytd):95
    % Rank in Category (ytd):20.7%
    Beta (3y):1.46
    Morningstar Risk Rating:3

    Fund Summary

    The investment seeks long-term capital appreciation and income consistent with reduced risk. The fund invests in a flexible mix of common stocks, dividend-paying stocks, and investment grade fixed income securities. When the economy appears to be growing and strong, the fund tends to invest a higher proportion of its assets in stocks. When the economy appears to be contracting or weak, the fund tends to invest a higher proportion in fixed income securities. It invests at least 25% of its assets in fixed income securities and preferred stocks, and invests at least 25% in equity securities. View More
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