Fund Family Name |
Fund Name |
CUSIP |
Symbol |
|
Morningstar Prospectus Objective |
Min Initial Purchase |
Min Subsequent Purchase |
Min IRA Purchase |
Expense
Ratio |
12b-1 |
Sales
Charge |
Available to New Shareholders |
Available to Existing Shareholders |
Exchange In Eligible |
Foreign Purchase Eligible |
Pacific Capital Funds |
PACIFIC
CAP HIGH GRD CORE FIXED INC CL A |
694048406 |
PCDFX |
Mutual Fund |
Corporate Bond - High Quality |
$ 1000 |
$ 50 |
$ 250 |
1.01 |
0.4 |
4.00 |
Yes |
Yes |
0 |
Y |
Pacific Capital Funds |
PACIFIC
CAP HIGH GRD CORE FIXED INC CL Y |
694048851 |
PDIVX |
Mutual Fund |
Corporate Bond - High Quality |
$ 1000000 |
$ 100 |
$ 1000000 |
0.76 |
0 |
None |
No |
Yes |
0 |
Y |
Pacific Capital Funds |
PACIFIC CAP HIGH GRD SHT INTER FIXD INC A |
694048109 |
PCTAX |
Mutual Fund |
Government Bond - General |
$ 1000 |
$ 50 |
$ 250 |
0.77 |
0.4 |
2.25 |
Yes |
Yes |
0 |
Y |
Pacific Capital Funds |
PACIFIC
CAP TAX FREE CASH ASSET TRUST |
14754H309 |
TFCXX |
Mutual Fund |
|
$ - |
$ - |
$ 1000 |
|
|
None |
No |
Yes |
0 |
N |
Pacific Capital Funds |
PACIFIC
CAP TAX FREE SHORT INT SEC CL Y |
694048869 |
PTFSX |
Mutual Fund |
Municipal Bond - National |
$ 1000000 |
$ 100 |
$ 1000000 |
0.81 |
0 |
None |
No |
Yes |
0 |
Y |
Pacific Capital Funds |
PACIFIC CAP TAX-FREE CASH ASST TR SERV CL |
14754H507 |
TFAXX |
Mutual Fund |
|
$ - |
$ - |
$ - |
|
|
None |
No |
Yes |
0 |
N |
Pacific Capital Funds |
PACIFIC
CAP US GOVT SEC CASH ASSET TRUST |
14754H200 |
USCXX |
Mutual Fund |
|
$ - |
$ - |
$ - |
|
|
None |
No |
Yes |
0 |
N |
Pacific Capital Funds |
PACIFIC
CAP US GOVT SEC CASH ASST SERVCL |
14754H606 |
UCSXX |
Mutual Fund |
|
$ - |
$ - |
$ - |
|
|
None |
No |
Yes |
0 |
N |
Pacific Capital Funds |
PACIFIC
CAP US GOVT SHRT FIXED INC CL A |
694048570 |
PCUAX |
Mutual Fund |
Government Bond - General |
$ 1000 |
$ 50 |
$ 250 |
0.68 |
0.4 |
2.25 |
Yes |
Yes |
0 |
Y |
Pacific Capital Funds |
PACIFIC
CAPITAL CASH ASSET TR-SERVICE CL |
14754H408 |
CASXX |
Mutual Fund |
|
$ - |
$ - |
$ - |
|
|
None |
No |
Yes |
0 |
N |
Pacific Capital Funds |
PACIFIC CAPITAL
CASH ASSET TRUST |
14754H101 |
CATXX |
Mutual Fund |
|
$ - |
$ - |
$ - |
|
|
None |
No |
Yes |
0 |
N |
Pacific Capital Funds |
PACIFIC
CAPITAL GROWTH & INCOME FD A |
694048703 |
PCIGX |
Mutual Fund |
Growth and Income |
$ 1000 |
$ 50 |
$ 250 |
1.28 |
0.4 |
5.25 |
Yes |
Yes |
0 |
Y |
Pacific Capital Funds |
PACIFIC
CAPITAL GROWTH &INCOME CL Y |
694048828 |
PGNIX |
Mutual Fund |
Growth and Income |
$ 1000000 |
$ 100 |
$ - |
1.03 |
0 |
None |
No |
Yes |
0 |
Y |
Pacific Capital Funds |
PACIFIC
CAPITAL GROWTH STOCK CL A |
694048505 |
PCGSX |
Mutual Fund |
Growth |
$ 1000 |
$ 50 |
$ 250 |
1.31 |
0.4 |
5.25 |
Yes |
Yes |
0 |
Y |
Pacific Capital Funds |
PACIFIC
CAPITAL GRWT STOCK FD INSTL CL Y |
694048844 |
PGRSX |
Mutual Fund |
Growth |
$ 1000000 |
$ 100 |
$ - |
1.06 |
0 |
None |
No |
Yes |
0 |
Y |
Pacific Capital Funds |
PACIFIC
CAPITAL HIGH GRD SH INT FIXED Y |
694048885 |
PSTRX |
Mutual Fund |
Government Bond - General |
$ - |
$ - |
$ - |
0.52 |
0 |
None |
No |
Yes |
0 |
Y |
Pacific Capital Funds |
PACIFIC
CAPITAL INTL STOCK FD CL Y |
694048596 |
PCVSX |
Mutual Fund |
Foreign Stock |
$ 1000 |
$ 50 |
$ 1000 |
1.55 |
0 |
None |
No |
Yes |
29 |
Y |
Pacific Capital Funds |
PACIFIC
CAPITAL INTL STOCK FUND CL A |
694048620 |
PAISX |
Mutual Fund |
Foreign Stock |
$ 1000 |
$ 50 |
$ 250 |
1.83 |
0.4 |
5.25 |
Yes |
Yes |
29 |
Y |
Pacific Capital Funds |
PACIFIC CAPITAL
MID CAP FD CL Y |
694048547 |
PMDYX |
Mutual Fund |
Growth |
$ - |
$ - |
$ - |
1.1 |
0 |
None |
No |
Yes |
0 |
Y |
Pacific Capital Funds |
PACIFIC
CAPITAL MID CAP FUND CLASS A |
694048539 |
PMDAX |
Mutual Fund |
Growth |
$ 1000 |
$ 50 |
$ 250 |
1.35 |
0.4 |
5.25 |
Yes |
Yes |
0 |
Y |
Pacific Capital Funds |
PACIFIC
CAPITAL NEW ASIA GROWTH FD CL A |
694048786 |
PNAAX |
Mutual Fund |
Pacific Stock |
$ 1000 |
$ 50 |
$ 250 |
1.78 |
0.4 |
5.25 |
Yes |
Yes |
29 |
Y |
Pacific Capital Funds |
PACIFIC
CAPITAL NEW ASIA GROWTH FD CL Y |
694048794 |
PCASX |
Mutual Fund |
Pacific Stock |
$ 1000000 |
$ 100 |
$ - |
1.53 |
0 |
None |
No |
Yes |
29 |
Y |
Pacific Capital Funds |
PACIFIC CAPITAL
SMALL CAP CL Y |
694048661 |
PSCYX |
Mutual Fund |
Small Company |
$ 1000000 |
$ 100 |
$ 1000000 |
1.54 |
0 |
None |
No |
Yes |
0 |
Y |
Pacific Capital Funds |
PACIFIC
CAPITAL SMALL CAP CLASS A |
694048687 |
PCSAX |
Mutual Fund |
Small Company |
$ 1000 |
$ 50 |
$ 250 |
1.79 |
0.4 |
5.25 |
Yes |
Yes |
0 |
Y |
Pacific Capital Funds |
PACIFIC
CAPITAL TAX FREE SEC FD CL Y |
694048877 |
PTXFX |
Mutual Fund |
Municipal Bond - National |
$ 1000000 |
$ 100 |
$ 1000000 |
0.76 |
0 |
None |
No |
Yes |
0 |
Y |
Pacific Capital Funds |
PACIFIC
CAPITAL TAX FREE SEC FUND CL A |
694048208 |
PCTFX |
Mutual Fund |
Municipal Bond - National |
$ 1000 |
$ 50 |
$ 250 |
1.01 |
0.4 |
4.00 |
Yes |
Yes |
0 |
Y |
Pacific Capital Funds |
PACIFIC
CAPITAL TAX- FREE SHORT INT CL A |
694048307 |
PCTSX |
Mutual Fund |
Municipal Bond - National |
$ 1000 |
$ 50 |
$ 250 |
1.07 |
0.4 |
2.25 |
Yes |
Yes |
0 |
Y |
Pacific Capital Funds |
PACIFIC CAPITAL US GOV- Mutual Fund - T SHORT FIXED Y |
694048554 |
PSGYX |
Mutual Fund |
Government Bond - General |
$ - |
$ - |
$ - |
0.43 |
0 |
None |
No |
Yes |
0 |
Y |
Pacific Capital Funds |
PACIFIC CAPITAL
VALUE FD CL Y |
694048638 |
PCVYX |
Mutual Fund |
Growth and Income |
$ - |
$ - |
$ - |
0.99 |
0 |
None |
No |
Yes |
0 |
Y |
Pacific Capital Funds |
PACIFIC
CAPITAL VALUE FUND CLASS A |
694048653 |
PCVVX |
Mutual Fund |
Growth and Income |
$ 1000 |
$ 50 |
$ 250 |
1.24 |
0.4 |
5.25 |
Yes |
Yes |
0 |
Y |