Mutual Fund Insights: Pacific Advisors Growth A Fund (PAGTX)

In-depth Analysis of Pacific Advisors Growth A Fund (PAGTX)

3 months 6 months 1 year 3 year 5 year

See Pacific Advisors Growth A Fund (PAGTX) performance details as of January 31, 2010

  

Last Trade: $8.74 on 3/19/2010, Change: -0.02 (-0.23%)

Experiment our closing price forecasting tool for Pacific Advisors Growth A Fund (PAGTX) (alpha release)

  

Fund Manager - Thomas H. Hanson

Fund Manager Tenure: 10.9 years
Fundmojo Fund Grade: D (Score: 0.46)     (What does this score mean?)

Hanson is an executive vice president and board director of Pacific Global Investment Management Company. His investment expertise includes fixed income and equities. His equity investment style is growth-at-a-reasonable price. Hanson has been a financial professional for over 25 years.  Get more insights on Thomas H. Hanson

  

 What we like about Pacific Advisors Growth A Fund (PAGTX)

Data for Pacific Advisors Growth A Fund (PAGTX) as of January 31, 2010

• Pacific Advisors Growth A Fund (PAGTX) management has been with Pacific Advisors Growth A Fund for 10.9 years
• Pacific Advisors Growth A Fund (PAGTX) has good mid-term performance (3-year return -5.09% vs -5.20% Large Growth category average)
• Pacific Advisors Growth A Fund (PAGTX) ratio of up-years vs down years is greater than 2
• Pacific Advisors Growth A Fund (PAGTX) has an annual stock turnover rate of 14.00% vs Large Growth average of 109.93%. It is good that Pacific Advisors Growth A management does not trade extensively for its return.

  

 What we are cautious about Pacific Advisors Growth A Fund (PAGTX)

Data for Pacific Advisors Growth A Fund (PAGTX) as of January 31, 2010

• Pacific Advisors Growth A Fund is a focused fund with 55.43% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• Pacific Advisors Growth A Fund (PAGTX) has a less-than-ideal short-term performance (1-year return 28.44% vs 35.76% Large Growth category average)
• Pacific Advisors Growth A Fund (PAGTX) has a less-than-ideal Long-term performance (5-year return 0.07% vs 0.87% Large Growth category average)
• Pacific Advisors Growth A Fund (PAGTX) has a Morningstar rating of 3 and below
• Pacific Advisors Growth A Fund (PAGTX) is more volatile than its peers as it has a 3-year Standard Deviation of 22.7 that is higher than category average of 21.28
• Pacific Advisors Growth A Fund (PAGTX) has a higher management fee of 2.65% than its Large Growth average of 1.33%
• Pacific Advisors Growth A Fund (PAGTX) carries a 5.75% load

See Pacific Advisors Growth A Fund (PAGTX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Large Growth category?

Below are some additional Large Growth mutual funds generated out of our database

• Aston/Montag & Caldwell Growth I (MCGIX)    [ Compare with Pacific Advisors Growth A Fund (PAGTX) ]
• Alger Capital Appreciation A (ACAAX)    [ Compare with Pacific Advisors Growth A Fund (PAGTX) ]
• AllianceBern Large Cap Growth Adv (APGYX)    [ Compare with Pacific Advisors Growth A Fund (PAGTX) ]
• See top fund managers for Large Growth Category Funds
• Browse other funds in Large Growth Category

  

Pacific Advisors Growth A Fund (PAGTX) Net Asset

Track net asset change of Pacific Advisors Growth A fund (PAGTX)

Date	Net Asset
01/2010	$2.13M
11/2009	$2.09M
10/2009	$2.04M

More historic net asset information on Pacific Advisors Growth A Fund (PAGTX)

  

Pacific Advisors Growth A Fund (PAGTX) Portfolio Allocation

Track portfolio allocation change of Pacific Advisors Growth A fund (PAGTX)

Date	Cash	Stock	Bond	Other
09/2009	0.33%	99.67%	0%	0%
06/2009	0%	100%	0%	0%
03/2009	6.19%	93.8%	0%	0%

Click here to see more historic asset allocation information on Pacific Advisors Growth A Fund (PAGTX)

  

Most Recent Top 10 Holdings in Pacific Advisors Growth A Fund (PAGTX)

Discover what Pacific Advisors Growth A Fund (PAGTX) manager is buying

30-Sep-09 FMC TECHNOLOGIES INC [7.25%] Itron, Inc. [6.68%] APACHE CP [6.37%] JOHNSON AND JOHNS DC [6.34%] ZIMMER HOLDINGS INC [5.56%] KIRBY CORPORATION [5.11%] Chattem, Inc. [4.61%] GEN ELECTRIC CO [4.56%] WELLPOINT INC. [4.52%] MARATHON OIL CORP [4.43%]

30-Jun-09 JOHNSON AND JOHNS DC [6.95%] Itron, Inc. [5.77%] FMC TECHNOLOGIES INC [5.25%] APACHE CP [5.04%] WELLPOINT INC. [4.89%] Chattem, Inc. [4.76%] ZIMMER HOLDINGS INC [4.46%] KIRBY CORPORATION [4.44%] ST. JUDE MEDICAL [4.31%] MARATHON OIL CORP [4.21%]

31-Mar-09 JOHNSON AND JOHNS DC [6.75%] Itron, Inc. [5.21%] APACHE CP [4.7%] FMC TECHNOLOGIES INC [4.6%] Chattem, Inc. [4.11%] ZIMMER HOLDINGS INC [4.02%] ST. JUDE MEDICAL [4%] KIRBY CORPORATION [3.91%] MARATHON OIL CORP [3.86%] WELLPOINT INC. [3.83%]

Click here for Stock Holding Change Map in Pacific Advisors Growth A Fund (PAGTX)

  

Related books and products to Pacific Advisors Growth A Fund (PAGTX)

  

Latest News on Pacific Advisors Growth A (PAGTX)

See what is happening with Pacific Advisors Growth A Fund (PAGTX)

Yahoo! Finance: RSS feed not found See more news on Pacific Advisors Growth A Fund (PAGTX)

 

Books and Resources

 

 

See more information on Pacific Advisors Growth A Fund (PAGTX)

• Pacific Advisors Growth A Fund Insights
• Pacific Advisors Growth A Fund Performance Data
• Pacific Advisors Growth A Fund News
• Pacific Advisors Growth A Fund Score Explaination
• Pacific Advisors Growth A Fund Manager Information
• Historic Pacific Advisors Growth A Fund Asset Allocation Report
• Historic Pacific Advisors Growth A Fund Top 10 Holding Tracking
• Historic Pacific Advisors Growth A Fund Asset Under Management Tracking