PL Port Optimization Moderate B
Pacific Life Funds700 Newport Center Drive Post Offfice Box 7500Newport Beach CA 92660
Map
Phone: 800-722-2333
| Category: | Moderate Allocation | | Fund Family: | Pacific LifeFunds | | Net Assets: | 1.27B | | Year-to-Date Return: | 4.10% | | Yield: | 0.97% | | Morningstar Rating: |  | | Fund Inception Date: | Dec 30, 2003 |
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Howard T. Hirakawa
Lead Manager since Dec 30, 2003 | | | Hirakawa is a vice president of Pacific Life. He joined the company in 1990 and is responsible for the investment oversight relating to the companyâs assets in the Pacific Select Fund, Pacific Funds, and asset allocation services. Hirakawa was assistant vice president of Pacific Life from April 2000 to April 2005 until he was promoted to his current position.
Hirakawa holds the Chartered Financial Analyst designation. |
| 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 long-term growth of capital and low to moderate income.
The fund normally invests 60% of its assets in equity. It is a "fund of funds" that invests primarily in a combination of other mutual fund portfolios of the Pacific Life Funds (underlying funds). It may also, at any time, invest in underlying funds that hold other equity or debt securities. |
| Last Dividend
(Dec 27, 2012)
:
| 0.13 | | Last Cap Gain
:
| 0.00 | | Annual Holdings Turnover
(May 15, 2013)
:
| 6.77% | | Average for Category: | 71.92% |
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| Expense | POMBX | Category Avg |
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| Annual Report Expense Ratio (net): | 1.35% | 0.98% | | Prospectus Net Expense Ratio: | 2.15% | N/A | | Prospectus Gross Expense Ratio: | 2.27% | N/A | | Max 12b1 Fee: | 1.00% | N/A | | Max Front End Sales Load: | N/A | 5.29% | | Max Deferred Sales Load:
| 5.00% | 2.51% | | 3 Yr Expense Projection*: | 1,086 | 597 | | 5 Yr Expense Projection*: | 1,393 | 921 | | 10 Yr Expense Projection*: | 2,397 | 1,819 |
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0.01(0.08%) May 24