Pacific Advisors Growth C
101 North Brand Blvd Suite 1950 Glendale CA 91203
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Phone: 800-282-6693
| Category: | Large Growth | | Fund Family: | Pacific Advisors Funds | | Net Assets: | 1.41M | | Year-to-Date Return: | -22.63% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 25-May-99 |
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Thomas H. Hanson
Lead Manager since
03-May-99 | | | Hanson is a portfolio manager, vice president and board director of Pacific Global Capital Investment Management Company. He is manager of the Government Securities Fund, the Income and Equity Fund, the Growth Fund, and is lead portfolio manager of the Balanced Fund. Hanson is also owner, Director, Chairman, and President of TriVest Global Management, Inc., and Chairman, President, and Chief Executive Officer of TriVest Capital Management, Inc. He has been associated with these firms since 1993. |
| Min Initial Investment: | $10,000 | | Min Initial Investment, IRA: | $10,000 | | Min Initial Investment, AIP: | $10,000 | | Min Subsequent Investment: | $500 | | Min Subsequent Investment, IRA: | $500 | | Min Subsequent Investment, AIP: | $100 |
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| This investment seeks to achieve long-term capital appreciation through investment in medium to large capitalization companies. The fund usually invest at least 65% of assets in stocks of U.S. companies that are part of the S&P 500 Composite Index or the NASDAQ 100 Index. It may also invest in other U.S. companies. The fund's holdings normally consist primarily of large cap stocks (i.e. companies with a market capitalization in excess of $10 billion). The Fund's holdings also may include mid-cap stocks (i.e. companies with a market capitalization of between $2 billion and $10 billion) that meet investment criteria. |
| Last Dividend
| N/A | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 14.00% | | Average for Category:
| 98.66% |
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| Expense | PGCCX | Category
Avg | | Total Expense Ratio: | 3.40%
| 1.35% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.41% | | Max Deferred Sales Load: | 1.00%
| 2.68% | | 3 Yr Expense Projection*: |
$1,284 | $622 | | 5 Yr Expense Projection*: |
$2,092 | $957 | | 10 Yr Expense Projection*: |
$4,188 | $1,889 |
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11.08% Nasdaq 0.00%
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