3 / 5 Stars
5 4 1 1 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#61 in Small Blend
U.S. News evaluated 218 Small Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 17.80 percent over the past year, 15.36 percent over the past three years, 6.79 percent over the past five years, and 18.42 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||19.6%|
|3 Years (Annualized)||15.4%|
|5 Years (Annualized)||6.8%|
|10 Years (Annualized)||18.4%|
The investment seeks capital appreciation. The fund invests at least 80% of net assets (plus borrowing for investment purposes) in small capitalization companies. It uses 80% of net assets (plus borrowing for investment purposes) in small capitalization companies. The fund identifies growing companies with unique or proprietary advantages in their industries and strong potential for earnings growth.
Fees are High compared to funds in the same category.
Pacific Advisors Small Cap Value Fund has an expense ratio of 2.71 percent.
Risk is High compared to funds in the same category according to Morningstar.