Pacific Advisors Large Cap Value Fund

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

#209 in Large Blend

U.S. News evaluated 487 Large Blend 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 18.73 percent over the past year, 11.92 percent over the past three years, 18.86 percent over the past five years, and 5.38 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date -2.1%
1 Year 18.7%
3 Years (Annualized) 11.9%
5 Years (Annualized) 18.9%
10 Years (Annualized) 5.4%

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Summary

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.

Fees

Fees are High compared to funds in the same category.
Pacific Advisors Large Cap Value Fund has an expense ratio of 2.61 percent.

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Risk

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

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