| 42.48 Net Asset Value | +1.58% 1 Day | +30.11% Year-to-Date | Overall Morningstar Rating |
| Small blend Style or Category | No Load Sales Expenses | 3.62% Expense Ratio | High Morningstar Risk Rating™ |
| 1 month | +14.94% | 3 years | +19.33% | |
| 3 months | +9.26% | 5 years | +6.88% | |
| 1 year | +43.76% | Since inception | +6.60% |
| PGSCX | Category | |
|---|---|---|
| Performance 5-yr return | +6.88% | +7.67% |
| Expense ratio | 3.62% | 1.34% |
| Risk 5 year sharpe ratio | 0.33 | 0.38 |
| Net assets | $116.9M | $748.4M |
| Average market cap | $608.0M | $1.9B |
| Average P/E | 15.7 | 17.7 |
| Portfolio turnover | 12% | 12% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Pacific Advisors Funds |
| Fund manager & tenure | George Henning / 20 Years |
| Minimal initial investment | $10,000.00 |
| Minimum IRA investment | $0.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Business service | 30.71% |
| Industrial materials | 15.87% |
| Consumer service | 15.80% |
| Financial service | 11.99% |
| Energy | 8.27% |
| SAIA Saia, Inc. | 4.93% |
| KEX Kirby Corp. | 4.86% |
| CONN Conn's, Inc. | 4.79% |
| SAH Sonic Automotive Inc | 4.72% |
| DXPE DXP Enterprises, Inc. | 4.60% |
| RUSHA Rush Enterprises, Inc. Class A | 4.56% |
| TAL TAL International Group, Inc. | 4.50% |
| THRM Gentherm Inc | 4.30% |
| TISI Team, Inc. | 4.26% |
| DAR Darling International, Inc. | 4.14% |
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