Pacific Advisors Small Cap Value Fund

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

U.S. News evaluated 227 Small 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 28.94 percent over the past year, 19.15 percent over the past three years, 30.72 percent over the past five years, and 11.99 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date -4.5%
1 Year 28.9%
3 Years (Annualized) 19.2%
5 Years (Annualized) 30.7%
10 Years (Annualized) 12.0%

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Summary

The investment seeks capital appreciation through investment in small capitalization companies. Under normal circumstances, the fund invests at least 80% of net assets (plus borrowing for investment purposes) in small capitalization companies that are, at the time of purchase, not greater than the highest market capitalization of companies in the Russell 2000® Index. It generally invests a significant proportion of its assets in companies with market capitalizations that are, at the time of purchase, not greater than the highest market capitalization of companies in the Russell Microcap® Index (which are often referred to as "micro-cap stocks").

Fees

Fees are High compared to funds in the same category.
Pacific Advisors Small Cap Value Fund has an expense ratio of 3.45 percent.

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Risk

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

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