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    Pacific Funds Port Optim Agrsv-Gr B (POEBX)

    14.97 Down 0.19(1.25%) Jan 30
    Prev Close:15.16
    YTD Return*:3.53%
    Net Assets*:328.84M

    * As of 31-Dec-14

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


    • No Headlines available for POEBX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    PF Large-Cap Value P9.19N/A
    PF Main Street® Core P9.13N/A
    PF International Large-Cap P8.61N/A
    PF Mid-Cap Equity P8.37N/A
    PF Comstock P7.53N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:328.84M
    Category:Aggressive Allocation
    Annual Report Expense Ratio (net):1.35%

    Performance & Risk

    YTD Return:3.53%
    5y Avg Return:9.11%
    Rank in Category (ytd):83
    % Rank in Category (ytd):20%
    Beta (3y):1.41
    Morningstar Risk Rating:4

    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. View More
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