Pacific Capital Growth Stock B
Pacific Capital Funds 3435 Stelzer Rd. Columbus, OH 43219
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Phone: 800-258-9232
| Category: | Large Growth | | Fund Family: | Pacific Capital | | Net Assets: | 2.63M | | Year-to-Date Return: | -9.16% | | Yield: | 0.13% | | Morningstar Rating: |  | | Fund Inception Date: | 02-Mar-98 |
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Laughon Byrant
Lead Manager since
03-Feb-05 | | | Bryant, Vice President, has served the Adviser as a Securities Analyst since 1997; previously he served as Portfolio Manager from 1993 to 1997 in First Hawaiian Banks Trust and Investments Division. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term capital appreciation and dividend income. The fund invests its total assets in a diversified portfolio of u.s. traded common stocks of companies having market capitalizations greater than $1 billion and securities that are convertible into such common stocks. It may invest in securities issued by large, well-established companies as well as smaller companies, subject to a minimum market capitalization of $500 million at the time of purchase. The fund focuses companies whose earnings are growing substantially faster than the average of other companies in their industries. |
| Last Dividend
(30-Jan-08):
| 0.01 | | Last Cap Gain
(7-Dec-00):
| 4.72 | | Annual Holdings Turnover
| 193.00% | | Average for Category:
| 97.86% |
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| Expense | PCGFX | Category
Avg | | Total Expense Ratio: | 2.09%
| 1.36% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.41% | | Max Deferred Sales Load: | 5.00%
| 2.69% | | 3 Yr Expense Projection*: |
$970 | $628 | | 5 Yr Expense Projection*: |
$1,349 | $961 | | 10 Yr Expense Projection*: |
$2,320 | $1,891 |
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0.16% Nasdaq 
0.06%
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