The prospectus is the most important document for you to read when contemplating the purchase of a mutual fund.

We strongly encourage you to read the prospectus carefully before you invest or send money to open a mutual fund account.

If you have any questions, or would like to receive a prospectus along with an investor’s kit by mail, please contact us at (800) 282-6693. Shareholder Services representatives are available Monday to Friday, 6:00 a.m. to 4:00 p.m. Pacific Time.

To read/print the Pacific Advisors Funds prospectus online, please click on the link below.

Pacific Advisors Funds Prospectus

To access XBRL (interactive data files) for the Funds:
  • Click on a Fund name below.
  • A Risk/Return Reports page will open in a new window. Click on Risk/Return Reports at the top of the screen and select the Fund you want from the drop-down menu. Detailed or summary XBRL data is available for all share classes.
  • Click on SEC XBRL Filing in the top right-hand corner of the screen to access the XBRL file.
Income and Equity Fund
Balanced Fund
Large Cap Value Fund
Mid Cap Value Fund
Small Cap Value Fund
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Shares of the Pacific Advisors Funds (the “Funds”) are not deposits or obligations of any bank, are not guaranteed by any bank, are not insured by the FDIC or any other agency, and involve investment risks including the possible loss of the principal amount invested. For more information on the Funds, including objectives, risks, charges and expenses, please download the prospectus or call (800) 989-6693 to request a copy. Please read the prospectus carefully and consider the investment objectives, risks, charges, and expenses before investing. Pacific Advisors Funds are distributed by Pacific Global Fund Distributors, Inc. 101 N. Brand Blvd., Suite 1950, Glendale, CA 91203.

© Copyright 2018 Pacific Global Fund Distributors, Inc. All rights reserved.