Pacific Capital Small Cap B
Pacific Capital Funds 3435 Stelzer Rd. Columbus, OH 43219
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Phone: 800-258-9232
| Category: | Small Blend | | Fund Family: | Pacific Capital | | Net Assets: | 1.49M | | Year-to-Date Return: | -7.36% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 03-Dec-98 |
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Doris T. Dwyer
Lead Manager since
28-Jul-06 | | | Dwyer is a vice president and equity portfolio manager of Wellington Management. She has been a portfolio manager with the firm since 1998. |
| 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. The fund invests at least 80% of assets in a diversified portfolio of common stocks of smaller U.S. companies and in securities that are convertible into such common stocks. It currently considers smaller companies to be those with market capitalizations in the collective range of the Russell 2000 index and the S&P Small Cap 600 index at the time of purchase. |
| Last Dividend
(30-Jan-02):
| 0.00 | | Last Cap Gain
(27-Dec-07):
| 2.91 | | Annual Holdings Turnover
| 165.00% | | Average for Category:
| 93.00% |
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| Expense | PCSBX | Category
Avg | | Total Expense Ratio: | 2.32%
| 1.39% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.21% | | Max Deferred Sales Load: | 5.00%
| 2.61% | | 3 Yr Expense Projection*: |
$1,058 | $591 | | 5 Yr Expense Projection*: |
$1,496 | $967 | | 10 Yr Expense Projection*: |
$2,618 | $1,931 |
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1.49% Nasdaq 
0.27%
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