Pacific Capital Mutual Funds List
Here you can find all mutual funds issued by Pacific Capital and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 2
- Avg. Expense Ratio
- 0.25%
- Avg. 1 Year Return
- 5.10%
- Avg. 5 Year Return
- 0.17%
- Median Risk/Return Score
- 56 / 100
Pacific Capital Mutual Funds List
2 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Pacific Capital Tax Free Short Intermediate Securi... | Municipal Bonds | Oct 13, 1994 | 0.38% | — | — | 1.20% | — | ||||||||
| Pacific Capital Tax Free Securities Fund | Municipal Bonds | Oct 13, 1994 | 0.12% | 0.58% | 1.63% | 2.03% | 56 |
Explore top Pacific Capital Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Pacific Capital Mutual funds by Risk/Return Score
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Pacific Capital Tax Free Securities Fund | 56 | — | Oct 1994 |
Best-Performing Pacific Capital Mutual funds Over 5 Years
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Pacific Capital Tax Free Securities Fund | 0.17% | — | Oct 1994 |
Lowest-Cost Pacific Capital Mutual funds
The top Pacific Capital Mutual funds is PTXFX (0.12%).
With an average expense ratio of 0.25%, Pacific Capital Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Pacific Capital Tax Free Securities Fund | 0.12% | — | Oct 1994 | |
| Pacific Capital Tax Free Short Intermediate Securi... | 0.38% | — | Oct 1994 |
Highest-Yield Pacific Capital Mutual funds
The top Pacific Capital Mutual funds is PTXFX (2.03%).
Across the lineup, Pacific Capital Mutual funds show an average dividend yield of 1.62%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Pacific Capital Tax Free Securities Fund | 2.03% | — | Oct 1994 | |
| Pacific Capital Tax Free Short Intermediate Securi... | 1.20% | — | Oct 1994 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.