PAABX : Pacific Advisors Fund Inc. - Balanced Fund

PAABX is a Allocation Market All-In-One with HIGH fees.

PAABX

Pacific Advisors Fund Inc. - Balanced Fund

FI Score

6 /100

Expense Ratio Rating

0 /10

Expense Rating

0 /10

Market Score

0 /10

Category Score

5 /10

Market Size

0 /10

  • paabx
  • Mutual Fund
  • Allocation
  • All-In-One

Pacific Advisors Fund Inc. - Balanced Fund

Expenses: 6.54% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why ยป

Fund Summary

The investment seeks long-term capital appreciation and income consistent with reduced risk. The fund invests in a flexible mix of common stocks, dividend-paying stocks, and investment grade fixed income securities. When the economy appears to be growing and strong, the advisor tends to invest a higher proportion of its assets in stocks. When the economy appears to be contracting or weak, the advisor tends to invest a higher proportion in fixed income securities. It invests at least 25% of its assets in fixed income securities and preferred stocks, and invests at least 25% in equity securities.

Largest Holdings

Amount Holding
3.56% CBRE Services Inc 4.88%
3.33% NVR Inc 3.95%
3.27% Office Properties Income Trust 4%
3.25% Ares Capital Corporation 3.62%
3.22% Morgan Stanley 5.44%
3.19% Jefferies Group LLC/Jefferies Group Capital Finance Inc 3%
3.19% Xerox Corporation 2.75%
3.13% Teva Pharmaceutical Finance Company B.V. 3.65%
3.05% Apple Inc
2.95% Facebook Inc A

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2021   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo