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    Pacific Advisors Mid Cap Value C (PMVCX)

    12.11 Down 0.07(0.57%) Feb 27
    Prev Close:12.18
    YTD Return*:-6.95%
    Net Assets*:6.43M
    Yield*:N/A

    * As of 31-Jan-15

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

    Headlines

    • No Headlines available for PMVCX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    GWR5.38-6.57
    WAB4.69-2.58
    KSU4.45-7.62
    SAVE4.390.37
    ORLY4.25-1.21

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:6.43M
    Category:Mid-Cap Blend
    Annual Report Expense Ratio (net):4.42%

    Performance & Risk

    YTD Return:-6.95%
    5y Avg Return:7.91%
    Rank in Category (ytd):100
    % Rank in Category (ytd):26.39%
    Beta (3y):1.46
    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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