Pacific Advisors Income and Equity Fund

Scorecard
2 / 5 Stars
Lipper
2 2 5 1 5
Zacks Investment Research
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Standard & Poor's
3 / 5 Stars
TheStreet.com
C (Hold)

U.S. News evaluated 187 Conservative Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 9.56 percent over the past year, 6.68 percent over the past three years, 7.75 percent over the past five years, and 3.22 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 3.6%
1 Year 9.6%
3 Years (Annualized) 6.7%
5 Years (Annualized) 7.8%
10 Years (Annualized) 3.2%

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Summary

The investment seeks current income and, secondarily, long-term capital appreciation. The fund invests primarily in investment grade U.S. corporate bonds and in dividend-paying stocks. It Invests in U.S. government securities and high-quality money market securities. The fund invests a higher proportion of its assets in stocks when the economic outlook is favorable.

Fees

Fees are High compared to funds in the same category.
Pacific Advisors Income and Equity Fund has an expense ratio of 3.03 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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Highest Returns (10-year)

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