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    Pacific Advisors Balanced C (PGBCX)

    10.58 Down 0.14(1.31%) Apr 28
    Prev Close:10.58
    YTD Return*:-1.43%
    Net Assets*:6.61M
    Yield*:N/A

    * As of 31-Mar-16

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

    Headlines

    • No Headlines available for PGBCX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    GOOGL3.19N/A
    SRCL3.07N/A
    SAVE2.92N/A
    THRM2.78N/A
    TISI2.77N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:6.61M
    Category:Aggressive Allocation
    Annual Report Expense Ratio (net):4.05%

    Performance & Risk

    YTD Return:-1.43%
    5y Avg Return:-0.37%
    Rank in Category (ytd):97
    % Rank in Category (ytd):20.29%
    Beta (3y):1.49
    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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