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    Pacific Advisors Mid Cap Value C (PMVCX)

    11.26 Down 0.01(0.09%) Aug 4
    Prev Close:11.27
    YTD Return*:-2.73%
    Net Assets*:6.87M
    Yield*:N/A

    * As of 30-Jun-15

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

    Headlines

    • No Headlines available for PMVCX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    ORLY5.29N/A
    TSCO4.90N/A
    CONN4.79N/A
    WAB4.79N/A
    LEARQ4.62N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:6.87M
    Category:Mid-Cap Blend
    Annual Report Expense Ratio (net):4.17%

    Performance & Risk

    YTD Return:-2.73%
    5y Avg Return:8.78%
    Rank in Category (ytd):95
    % Rank in Category (ytd):23.81%
    Beta (3y):1.42
    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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