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    Pacific Advisors Mid Cap Value C (PMVCX)

    11.91 Up 0.24(2.06%) Dec 18
    Prev Close:11.67
    YTD Return*:-7.90%
    Net Assets*:7.25M
    Yield*:N/A

    * As of 30-Nov-14

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

    Headlines

    • No Headlines available for PMVCX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    GWR5.38-3.03
    WAB4.6916.92
    KSU4.45-3.18
    SAVE4.3978.86
    ORLY4.2542.93

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:7.25M
    Category:Mid-Cap Blend
    Annual Report Expense Ratio (net):4.42%

    Performance & Risk

    YTD Return:-7.90%
    5y Avg Return:10.75%
    Rank in Category (ytd):100
    % Rank in Category (ytd):26.6%
    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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