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

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