Top 2 Pacific Funds

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Pacific Funds

  • Net Assets
  • $54.2 M
  • Oldest Fund Launched In
  • 2019
  • # of Funds | Share Classes
  • 2 | 3
  • AVG Manager Tenure
  • 0.4 years
  • Expense range
  • N/A to N/A AVG: 0.0%
  • % of no load funds
  • 100%

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Overview

This is a list of Pacific Funds Funds with some key metrics, such as their net assets under management (in millions), 1-year return, 1-year return rank in primary category, expense ratio, and primary manager tenure. The lower the 1-year return rank in the primary category the better.

Short-Term Returns

In this table you will find short term historical return data, including 1-year returns and 3-year returns on Pacific Funds Funds. The table also includes the 1-year and 3-year returns ranks. The lower the rank percentage the better.

Long-Term Returns

This table presents long term historical returns data for Pacific Funds Funds. Long term includes 5-year and 10-year returns. The table also includes the 5-year and 10-year returns ranks. The lower the rank percentage the better.

Expenses

This list includes all management costs and other fee information for Pacific Funds Funds.

Dividend

This page includes relevant dividend information on Pacific Funds Funds.

Managers

The table below illustrates valuable information regarding the primary fund manager for Pacific Funds Funds. You can use this table to compare the performance of the funds with the tenure of each manager. The manager with the longest tenure in each fund is considered the primary manager.

Minimums

This list includes the retirement (IRA) and standard minimum amounts required to invest in Pacific Funds Funds.

Asset Allocation

This list includes asset allocation proportions of the underlying holdings for Pacific Funds Funds.

Fund Name Share Class & Symbol Primary Category Net Assets ($M USD) 1 Year Return 1 Year Rank in Primary Category Exp Ratio Primary Manager Tenure (yrs)
Pacific Funds Floating Rate Income Inst (PLFRX) Floating Rate Bond $1,565.99 0.20% 30.15% 0.90% 8.42
Pacific Funds Portfolio Optimization Moderate A (POCAX) North America $1,084.52 9.15% 31.70% 0.66% 15.93
Pacific Funds Short Duration Income Inst (PLSDX) U.S. Investment-Grade Bond $1,044.10 2.76% 80.80% 0.63% 7.95
Pacific Funds Core Income Inst (PLIIX) U.S. Investment-Grade Bond $880.78 7.25% 20.98% 0.73% 8.92
Pacific Funds Portfolio Optimization Growth A (PODAX) North America $856.72 9.29% 30.94% 0.66% 15.93
Pacific Funds Strategic Income Inst (PLSRX) Multi-Sector Bond $757.45 5.95% 29.67% 0.83% 7.95
Pacific Funds Small/Mid-Cap Inst (PFOIX) U.S. Small-Cap Blend Equity $359.93 12.84% 8.84% 1.08% 4.92
Pacific Funds Portfolio Optimization Moderate-Conservative A (POBAX) North America $342.27 9.87% 25.93% 0.68% 15.93
Pacific Funds Portfolio Optimization Aggressive-Growth A (POEAX) North America $314.70 9.65% 28.00% 0.68% 15.93
Pacific Funds Portfolio Optimization Conservative A (POAAX) Total Bond Market $236.42 7.72% 37.11% 0.68% 15.93
Pacific Funds High Income Inst (PLHIX) U.S. Below-Investment-Grade Bond $134.07 4.54% 50.65% 0.91% 7.95
Pacific Funds Small-Cap Growth Inst (PFYIX) U.S. Small-Cap Growth Equity $30.61 9.33% 38.41% 1.16% 4.92
Pacific Funds Diversified Income Adv (PLDDX) Diversified Portfolio $28.99 N/A 47.62% N/A 0.42
Pacific Funds Ultra Short Income Inst (PLUIX) U.S. Investment-Grade Bond $25.26 N/A N/A N/A 0.42
Pacific Funds Large-Cap Inst (PFKIX) U.S. Large-Cap Blend Equity $22.92 17.77% 16.96% 1.15% 4.92
Pacific Funds Small-Cap Value Inst (PFEIX) U.S. Small-Cap Value Equity $20.54 12.64% 7.89% 1.27% 4.92
Pacific Funds Large-Cap Value Inst (PFVIX) U.S. Large-Cap Value Equity $20.37 5.41% 64.44% 1.06% 4.92
Pacific Funds Small-Cap Inst (PFJIX) U.S. Small-Cap Blend Equity $18.86 10.61% 13.25% 1.27% 4.92
Fund Name YTD YTD Rank in Primary Category 1 Year Return 1 Year Rank in Primary Category 3 Year Return 3 Year Rank in Primary Category
Fund Name 5 Year Return 5 Year Rank in Primary Category 10 Year Return 10 Year Rank in Primary Category Inception Date
Fund Name Exp Ratio Management Fee 12b-1 Admin Fee Front Load Deferred Load Max Redemption Fee Turnover
Fund Name Div Yield Last Dividend Date Last Dividend Amount Dividend Frequency Net Income Ratio
Fund Name YTD Primary Manager Start Date Primary Manager Tenure (yrs) Tenure Rank
Fund Name IRA Minimum Standard Minimum
Fund Name Stocks Bonds Convertible Bonds Preferred Stocks Cash

Pacific Funds is a company that sells mutual funds with $54M in assets under management. The average expense ratio from all mutual funds is 0.00%. 100.00% of all the mutual funds are no load funds. The oldest fund launched was in 2019. The average manager tenure for all managers at Pacific Funds is 0.42 years. The company offers investors 2 mutual funds, in terms of the number of individual fund symbols.


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