Dow Down 0.05% Nasdaq Down 0.28%

Pacific Advisors Mid Cap Value C (PMVCX)

8.16 Down 0.19(2.28%) Feb 8
Prev Close:8.16
YTD Return*:-8.30%
Net Assets*:5.54M
Yield*:N/A

* As of 31-Jan-16

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

Headlines

  • No Headlines available for PMVCX at this time.

Top Holdings

Symbol% AssetsYTD Return %
TSCO5.83N/A
WAB5.03N/A
PAG4.86N/A
ORLY4.76N/A
LEARQ4.70N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:5.54M
Category:Mid-Cap Blend
Annual Report Expense Ratio (net):4.17%

Performance & Risk

YTD Return:-8.30%
5y Avg Return:-5.13%
Rank in Category (ytd):85
% Rank in Category (ytd):19.68%
Beta (3y):1.32
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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