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    Pacific Advisors Mid Cap Value C (PMVCX)

    12.08 Down 0.21(1.71%) Apr 17
    Prev Close:12.29
    YTD Return*:-1.90%
    Net Assets*:6.92M
    Yield*:N/A

    * As of 31-Mar-15

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

    Headlines

    • No Headlines available for PMVCX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    ORLY5.0011.77
    TSCO4.897.68
    SWFT4.87-9.12
    GWR4.807.64
    WAB4.768.48

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:6.92M
    Category:Mid-Cap Blend
    Annual Report Expense Ratio (net):4.17%

    Performance & Risk

    YTD Return:-1.90%
    5y Avg Return:6.54%
    Rank in Category (ytd):97
    % Rank in Category (ytd):25.73%
    Beta (3y):1.49
    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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