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    Pacific Funds Port Optim Agrsv-Gr C (POCEX)

    15.68 Up 0.02(0.13%) Jul 31

    Profile as of Jun 29, 2015Get Profile for:
    Pacific Funds Port Optim Agrsv-Gr C
    Pacific Funds700 Newport Center Drive Post Offfice Box 7500Newport Beach CA 92660
    Phone: 800-722-2333
    Fund Overview 
    Category:Aggressive Allocation
    Fund Family:Pacific Funds
    Net Assets:339.84M
    Year-to-Date Return:2.17%
    Morningstar Rating:2 stars
    Fund Inception Date:Dec 31, 2003
    Morningstar Style Box 
    Aggressive Allocation
    [View Category Definition]
    View Top Aggressive Allocation Funds
    About the Morningstar Style Box
    Management Information 
    Samuel S. Park
    Lead Manager since Aug 1, 2013
    Investment consultant of PLFA and Pacific Life since 2008, and portfolio manager. Mr. Park joined Pacific Life in 2008 where he manages the asset allocation function related to Pacific Life Funds and Pacific Select Fund. Prior to joining Pacific Life, Mr. Park was a market research associate of Buchanan Street Partners from 2006 to 2008. He was a senior associate (from 2001 through 2006) and an analyst (from 2000 through 2001) of R.W. Wentworth & Co. From 1999 to 2000, Mr. Park was a portfolio manager assistant of ING Furman Selz Capital Management. He has a BA from Boston University.
    Investment Information 
    Min Initial Investment:1,000
    Min Initial Investment, IRA:1,000
    Min Initial Investment, AIP:1,000
    Min Subsequent Investment:50
    Min Subsequent Investment, IRA:50
    Min Subsequent Investment, AIP:50
    POCEX can be purchased from 46 brokerages.

    Fund Summary 
    The investment seeks high, long-term capital appreciation. It is a "fund of funds" that seeks to achieve its investment goal through a strategy of allocating its assets among other funds of the Trust ("underlying funds"). Within the broad asset classes of debt and equity, the fund diversifies its holdings by investing in underlying funds that represent a variety of investment styles and security types, including alternative or non-traditional investment strategies. The fund is non-diversified.

    Fund Operations 
    Last Dividend (Dec 29, 2014) : 0.20
    Last Cap Gain : 0.00
    Annual Holdings Turnover (Jul 29, 2015) : 20.00%
    Average for Category:37.84%
    Fees & Expenses 
    ExpensePOCEXCategory Avg
    Annual Report Expense Ratio (net):1.35%0.84%
    Prospectus Net Expense Ratio:2.20%N/A
    Prospectus Gross Expense Ratio:2.31%N/A
    Max 12b1 Fee:1.00%N/A
    Max Front End Sales Load:N/A5.35%
    Max Deferred Sales Load: 1.00%2.34%
    3 Yr Expense Projection*:711619
    5 Yr Expense Projection*:1,225955
    10 Yr Expense Projection*:2,6371,906
    * Per $10,000 invested