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    Pacific Advisors Mid Cap Value C (PMVCX)

    11.86 Down 0.02(0.17%) Mar 31
    Prev Close:11.86
    YTD Return*:0.17%
    Net Assets*:7.00M
    Yield*:N/A

    * As of 28-Feb-15

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

    Headlines

    • No Headlines available for PMVCX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    ORLY5.0010.06
    TSCO4.8913.51
    SWFT4.87-0.31
    GWR4.8016.94
    WAB4.769.64

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:7M
    Category:Mid-Cap Blend
    Annual Report Expense Ratio (net):4.17%

    Performance & Risk

    YTD Return:0.17%
    5y Avg Return:8.32%
    Rank in Category (ytd):97
    % Rank in Category (ytd):25.59%
    Beta (3y):1.48
    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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