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 Dow Down 0.16% Nasdaq Up 0.40%

Pacific Advisors Mid Cap Value C (PMVCX)

13.59 Up 0.07(0.52%) Jul 23
Prev Close:13.52
YTD Return*:-0.80%
Net Assets*:7.67M
Yield*:N/A

* As of 30-Jun-14

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

Headlines

  • No Headlines available for PMVCX at this time.

Top Holdings

Symbol% AssetsYTD Return %
GWR5.448.93
CBI4.87-17.06
LEARQ4.800.00
SAVE4.5742.66
WAB4.4411.12

Fund Basics

Morningstar Overall Rating:
Total Assets:7.67M
Category:Mid-Cap Blend
Annual Report Expense Ratio (net):4.42%

Performance & Risk

YTD Return:-0.80%
5y Avg Return:15.82%
Rank in Category (ytd):99
% Rank in Category (ytd):24.32%
Beta (3y):1.72
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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