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Pacific Advisors Income And Equity Fund Class A (PADIX)

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Pacific Advisors Income and Equity Fund Class A historical data, for real-time data please try another search
9.000 -0.040    -0.44%
27/03 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 5.88M
Pacific Advisors Income and Equity Fund Class A 9.000 -0.040 -0.44%

PADIX Overview

 
On this page you'll find an in-depth profile of Pacific Advisors Income And Equity Fund Class A. Learn about the key management, total assets, investment strategy and contact information of PADIX among other information.
Category

Allocation--30% to 50% Equity

Total Assets

5.88M

Expenses

4.19%

Inception Date

Feb 08, 1993

Contact Information

Address 101 N. Brand Flvd., Suite 1950
Glendale,CA 91203
United States
Phone -

Top Executives

Name Title Since Until
Jingjing Yan Portfolio Manager 2010 2020
Biography Ms. Yan is a Vice President and Treasurer of Pacific Global Investment Management Company and Treasurer of PGFD and PGIS. She has been associated with these firms since 2001. Yan holds the Chartered Financial Analyst designation.
Charles Suh Equity Research Analyst 2010 2018
Biography Mr. Suh is a portfolio manager of the Income and Equity Fund and Balanced Fund. He is an Equity Research Analyst at Pacific Global Investment Management Company and has been associated with the firm since 2007. From 2005 to 2007, Mr. Suh was an Associate Analyst of Key Banc Capital Markets. From 2001 to 2004, Mr. Suh was an Investment Specialist of Lord Abbett & Company. Mr. Suh holds the Chartered Financial Analyst designation.
Thomas H. Hanson Owner, Director, Chairman, President 1997 2010
Biography 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.
Stephen K. Bache CIO 1997 2007
Biography Bache is chief investment officer of Hamilton & Bache, his employer since August 1991. Previously, he spent four years as president of Yosemite Asset Management, two years as a senior portfolio manager with Govaars and Associates, and three years as an assistant vice president and portfolio manager with Transamerica. He also worked as an adjunct professor of finance and history at Woodbury University in Burbank, California. Bache holds the Chartered Financial Analyst designation.
Alan E. Rosenfield President, Portfolio Manager 1993 1996
Biography Rosenfield is president and portfolio manager with Money Management Group, his employer since March 1993. Previously, he worked as an equity and fixed-income portfolio manager with Melhado Flynn & Associates for two years. From 1990 to 1991, Rosenfield worked as a portfolio manager with Cantor Fitzgerald. He began his investment career with Dean Witter in 1983. Rosenfield says he looks for a combination of value and growth in his portfolio management.
George M. Motz executive Vice President 1993 1995
Biography Motz is an executive vice president with Melhado Flynn.
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