PL Inflation Managed A
Pacific Life Funds 700 Newport Center Drive Post Offfice Box 7500 Newport Beach CA 92
Map
Phone: 800-722-2333
| Category: | Inflation-Protected Bond | | Fund Family: | Pacific LifeFunds | | Net Assets: | 135.79M | | Year-to-Date Return: | 17.32% | | Yield: | 4.51% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Dec-02 |
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Mihir Worah
Lead Manager since
21-Mar-08 | | | Worah is a managing director in the Newport Beach office, a portfolio manager, and head of the Real Return portfolio management team. He was previously a member of the analytics team and worked on real and nominal term structure modeling and options pricing. Prior to joining PIMCO in 2001, he was a postdoctoral research associate at the University of California, Berkeley, and the Stanford Linear Accelerator Center, where he built models to explain the difference between matter and anti-matter. |
| 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 |
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| The investment seeks to maximize total return consistent with prudent investment management. The fund invests assets in fixed-income securities. It normally focuses on investment in or exposure to inflation-indexed bonds such as Treasury Inflation Protection Securities (TIPS) which are issued by the U.S. government. It is expected that normally at least 80% of the fund?s net assets be invested in or exposed to inflation-indexed bonds (either through cash market purchases, forward commitments or derivative instruments). |
| Last Dividend
(30-Nov-09):
| 0.03 | | Last Cap Gain
(30-Jun-08):
| 0.67 | | Annual Holdings Turnover
| 745.76% | | Average for Category:
| 225.36% |
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| Expense | PPAIX | Category
Avg | | Total Expense Ratio: | %
| 0.85% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | 5.50%
| 4.09% | | Max Deferred Sales Load: | %
| 2.30% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $410 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $659 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,335 |
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