Address And Details
|P.O Box 9768 , Providence, RI 02940|
|Fund Manager||Team Managed|
Strategy And Objective
Pacific Funds Portfolio Optimization Growth seeks moderately high, long-term capital appreciation with low current income by investing in underlying funds that invest in equity securities of both U.S. and non-U.S. companies of any size, including small and medium sized growth companies.
Net Asset Value
- 1 Week
- 1 Month
- 3 Months
- 1 Yr Return
- 5 Yr Return
Equity Sector Breakdown
|Asset Type||% Of Allocation|
|Total Net Assets||110.02 M|
|Criteria||3 Years||5 Years||10 Years|
|Minimum Initial IRA||$1000|
|Timeframe||Average Annual Current Performance Monthly As Of 11/30/2021||Average Annual Current Performance Quarterly As Of 09/30/2021||Avg Annual Current Performance Monthly As Of 11/30/2021||Avg Annual Current Performance Quarterly As Of 09/30/2021|
|Life Of Fund||
Top 10 Holdings
|Symbol||Company Name||% Of Assets|
|PAJGX||PL GROWTH LT FUND||9.14%|
|PFCLX||PL LARGE CAP VALUE FUND||8.06%|
|PFEIX||PL SMALL CAP VALUE FUND||4.73%|
|PLHYX||PACIFIC FUNDS HIGH INCOME||3.89%|
|PAGGX||PL INTERNATIONAL LARGE CAP FD||2.53%|
|AZAAX||PL SMALL CAP GROWTH FUND||2.51%|
|PFAIX||PL INTERNATIONAL VALUE FUND||2.45%|
|PPBCX||PL MANAGED BOND FUND||11.62%|
|PFARX||PL REAL ESTATE FUND||1.59%|
|PLSDX||PL SHORT DURATION BOND FUND||1.41%|
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