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Pacific Funds Portfolio Optimization Moderate

POMBX:US
NASDAQ GM
14.07
USD
0.02
0.14%
As of 9:29 AM EDT 7/25/2017
Fund Type
Fund of Funds
52Wk Range
12.76 - 14.09
1 Yr Return
10.29%
YTD Return
7.90%
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Previous Close
14.05
52Wk Range
12.76 - 14.09
1 Yr Return
10.46%
YTD Return
7.90%
Fund Type
Fund of Funds
Objective
Moderate Allocation
Asset Class Focus
Mixed Allocation
Geographic Focus
U.S.
NAV (on 07/25/2017)
14.07
Total Assets (b USD) (on 07/26/2017)
1.357
Inception Date
12/17/2003
Last Dividend (on 12/29/2016)
0.164963
Dividend Indicated Gross Yield
2.34%
Fund Managers
MAX GOKHMAN / HOWARD T HIRAKAWA
Front Load Fee
0.00%
Back Load Fee
5.00%
Redemption Fee
5.00%
12b-1 Fee
1.00%
Current Mgmt Fee
0.20%
Expense Ratio
1.35%

Top Fund Holdings

Profile
Pacific Funds Portfolio Optimization Moderate is an open-end fund incorporated in the USA. The Fund's objective is long-term growth of capital and low to moderate income. The Fund invests in underlying funds that invest in fixed income securities, equity securities of both U.S. and non-U.S. companies of any size, money market instruments, and derivative instruments.
Address
Pacific Life Funds
700 Newport Center Drive
P.O. Box 7500
Newport Beach, CA 92660
Phone
1-800-722-2333