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Santa Barbara Group

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
Santa Barbara Group PFW WATER CL A 801375106 PFWAX Mutual Fund   Growth  $           2500  $             1000  $           1000 1.5 0.25 5.75 Yes Yes 0 Y
Santa Barbara Group PFW WATER CL C 801375304 PFWCX Mutual Fund   Growth  $           2500  $             1000  $           1000 2.25 1 1.00 No Yes 0 Y
Santa Barbara Group SANTA BARBARA MONTECITO CLASS A 801375601 MONAX Mutual Fund   Growth  $           2500  $             1000  $           1000 1.19 0.25 5.75 Yes Yes 0 Y



 








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