PAGTX Pacific Advisors Large Cap Value Fund Class A

This is an open ended mutual fund. The investment seeks long-term capital appreciation. The fund normally invests at least 80% of net assets (plus borrowing for investment purposes) in large capitalization companies that are, at the time of purchase, within the market capitalization range of companies that comprise the S&P 500 Index. It invests in other domestic companies. The fund selects investments using an actively managed, value-based investment approach focusing on the long-term market cycle (at least 3-5 years) to identify investments.

0.00
As of 08/04/2021


Mutual Fund Information
Sponsor:     Pacific Advisors Fund
Category1:  US Equity
Category2:  Broad market
Category3:  Large cap
Morningstar category:  Large Blend
Investment style: Actively managed
Leverage factor:  1.00
Inception date:     05/03/1999
Market cap:     $3,750,000
Current yield:     0.00%
Fees:     0.0000%
All SEC Filings:  SEC Edgar Online
Summary Prospectus:  497
Semi-Annual filings:  N-CSR
Quarterly holdings:  NPORT
CUSIP:  694336884
ISIN:    US6943368844
Investment style: Actively managed

2021 © Stock Market MBA, Inc. Terms of use | Privacy policy