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    Pacific Funds Port Optim Mod R (POCRX)

    14.25 Down 0.02(0.14%) Aug 4
    Prev Close:14.27
    YTD Return*:1.80%
    Net Assets*:1.65B
    Yield*:1.97%

    * As of 30-Jun-15

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for POCRX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    PF Managed Bond P11.69N/A
    PF Large-Cap Value P9.07N/A
    PF Comstock P6.98N/A
    PF Main Street® Core P6.06N/A
    PF International Large-Cap P4.67N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:1.65B
    Category:Moderate Allocation
    Annual Report Expense Ratio (net):0.85%

    Performance & Risk

    YTD Return:1.80%
    5y Avg Return:8.84%
    Rank in Category (ytd):33
    % Rank in Category (ytd):3.51%
    Beta (3y):0.98
    Morningstar Risk Rating:3

    Fund Summary

    The investment seeks long-term growth of capital and low to moderate income. 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, it 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. View More
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