PASMX : Pacific Advisors Small Cap Value Fund Class A

PASMX is a US Stocks Market Small Blend with HIGH fees.

PASMX

Pacific Advisors Small Cap Value Fund Class A

FI Score

7 /100

Expense Ratio Rating

0 /10

Expense Rating

0 /10

Market Score

0 /10

Category Score

5 /10

Market Size

0 /10

  • pasmx
  • Mutual Fund
  • US Stocks
  • Small Blend

Pacific Advisors Small Cap Value Fund Class A

Expenses: 5.39% (Better than 0% of similar funds)

This is a bad choice for a Small Blend US Stocks fund. See why ┬╗

Fund Summary

The investment seeks capital appreciation through investment in small capitalization companies. Under normal circumstances, the fund invests at least 80% of net assets (plus borrowing for investment purposes) in small capitalization companies that are, at the time of purchase, not greater than the highest market capitalization of companies in the Russell 2000® Index. It generally invests a significant proportion of its assets in companies with market capitalizations that are, at the time of purchase, not greater than the highest market capitalization of companies in the Russell Microcap® Index (which are often referred to as "micro-cap stocks").

Largest Holdings

Amount Holding
9.16% North American Construction Group Ltd
6.28% Conn's Inc
5.33% Triton International Ltd Ordinary Shares
4.90% DXP Enterprises Inc
4.82% Kirby Corp
4.72% Helix Energy Solutions Group Inc
4.71% Rush Enterprises Inc A
4.42% East West Bancorp Inc
4.19% Navistar International Corp
4.14% Matrix Service Co

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