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Pacific Capital Value B (PCBVX)

On Feb 10: 6.05 USD  Up 0.09 (1.51%)  
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 PACIFIC CAPITAL VALUE FD CL B Delayed quote dataEdit
Net Asset Value:6.05
Trade Time:Feb 10
Change:Up 0.09 (1.51%)
Prev Close:6.05
YTD Return*:17.15%
Net Assets*:230.00K
Yield*:0.85%
* As of 30-Nov-09
[Chart]
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 HEADLINES 
No headlines available for PCBVX.

 FUND BASICS30-Nov-09
Morningstar Overall Rating:2 stars
Total Assets:230.00K
Category:Large Value
Total Expense Ratio:%
Fund Profile - Holdings


 PERFORMANCE & RISK30-Nov-09
YTD Return:17.15%
5y Avg Return:-0.79%
Rank in Category (ytd):930
% Rank in Category (ytd):71.93%
Beta (3y):1.00
Morningstar Risk Rating:Average
Performance Details - Risk Details

 FUND SUMMARY 
The investment seeks long-term capital appreciation and current income. The fund invests at least 80% of assets in a diversified portfolio of u.s. traded common stocks of companies having market capitalizations greater than $1 billion and securities that are convertible into such common stocks. It may also invest in other types of equity and investment-grade debt instruments issued by domestic and foreign companies and governments, and may use derivative instruments such as futures contracts, options and other investment techniques for the purpose of cash flow management and/or risk reduction.
Fund Profile


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