PAGTX : Pacific Advisors Large Cap Value Fund Class A

PAGTX is a US Stocks Market Large Blend with HIGH fees.


Pacific Advisors Large Cap Value Fund Class A

FI Score

13 /100

Expense Ratio Rating

0 /10

Expense Rating

0 /10

Market Score

0 /10

Category Score

10 /10

Market Size

0 /10

13% FI Score
  • pagtx
  • Mutual Fund
  • US Stocks
  • Large Blend

Pacific Advisors Large Cap Value Fund Class A

Expenses: 5.26% (Better than 0% of similar funds)

This is a bad choice for a Large Blend US Stocks fund. See why »

Fund Summary

The investment seeks long-term capital appreciation. The fund normally invests at least 80% of net assets (plus borrowing for investment purposes) in large capitalization companies that are, at the time of purchase, within the market capitalization range of companies that comprise the S&P 500® Index. It invests in other domestic companies. The fund selects investments using an actively managed, value-based investment approach focusing on the long-term market cycle (at least 3-5 years) to identify investments.

Largest Holdings

Amount Holding
4.83% Johnson & Johnson
4.72% Alphabet Inc Class C
4.71% Apple Inc
4.68% Intel Corp
4.66% Bank of America Corp
4.65% Walmart Inc
4.64% The Walt Disney Co
4.64% Procter & Gamble Co
4.62% Honeywell International Inc
4.59% Microsoft Corp

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