Send me a link:

*Only U.S. numbers are accepted. Text messaging rates may apply.

 Dow Up 1.00% Nasdaq Up 1.29%
Streaming
Ticker Tape: On

Pacific Advisors Small Cap Value A (PASMX)

58.89 Up 0.72(1.24%) Apr 16
Get the big picture on all your investments.
Prev Close:58.17
YTD Return*:-4.69%
Net Assets*:215.60M
Yield*:N/A

* As of 31-Mar-14

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

Top Holdings

Symbol% AssetsYTD Return %
SAIA5.0619.50
DXPE4.98-14.24
CONN4.78-48.39
HOS4.64-16.92
DAR4.28-4.17

Fund Basics

Morningstar Overall Rating:
Total Assets:215.6M
Category:Small Blend
Annual Report Expense Ratio (net):2.31%

Performance & Risk

YTD Return:-4.69%
5y Avg Return:28.76%
Rank in Category (ytd):99
% Rank in Category (ytd):13.36%
Beta (3y):1.67
Morningstar Risk Rating:5

Fund Summary

The investment seeks capital appreciation through investment in small capitalization companies. Under normal circumstances, the fund invests at least 80% of net assets (plus borrowing for investment purposes) in small capitalization companies that are, at the time of purchase, not greater than the highest market capitalization of companies in the Russell 2000® Index. It generally invests a significant proportion of its assets in companies with market capitalizations that are, at the time of purchase, not greater than the highest market capitalization of companies in the Russell Microcap® Index (which are often referred to as "micro-cap stocks"). View More
Your browser doesn't support canvas
SETTINGS
Scrolling
Speed
Display
Price
Submit Feedback