PADIX : Pacific Advisors Income and Equity Fund Class A

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

PADIX

Pacific Advisors Income and Equity Fund Class A

FI Score

7/100
  • padix
  • Mutual Fund
  • Allocation
  • All-In-One

Pacific Advisors Income and Equity Fund Class A

Expenses: 4.00% (Better than 0% of similar funds)

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

Fund Summary

The investment seeks current income and, secondarily, long-term capital appreciation. The fund invests primarily in investment grade U.S. corporate bonds and in dividend-paying stocks. It invests in U.S. government securities and high-quality money market securities. The fund invests a higher proportion of its assets in stocks when the economic outlook is favorable.

Largest Holdings

AmountHolding
2.64%The Charles Schwab Corporation 4.62%
2.59%MetLife Inc. 5.25%
2.08%Sysco Corp
2.08%Procter & Gamble Co
2.07%Intel Corp
2.04%Genuine Parts Co
2.03%Omega Healthcare Investors, Inc. 4.38%
2.02%Microsoft Corp
2.00%Chevron Corp
1.99%Lockheed Martin Corp

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