Pacific Financial Faith & Values Based Moderate Fund

Class Inv (FVMLX)

U.S. News evaluated 247 Moderate Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all Pacific Financial funds

See full Moderate Allocation rankings

See more fund rankings

Performance

Trailing Returns Updated 02.28.2014
Year to date 0.0%
1 Year N/A
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

See more FVMLX performance

Summary

The investment seeks long-term capital appreciation and current income. The fund seeks to achieve its investment objective by investing in a balanced portfolio of fixed income and equity securities. Under normal circumstances, it will invest at least 25% of its assets in equity securities and at least 25% of its assets in fixed income securities. The fund will invest the fixed income portion of the portfolio directly or in other underlying funds (including ETFs) that invest primarily in fixed income and income producing securities such as government bonds, corporate bonds, municipal bonds, and dividend-paying equity securities.