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Pacific Funds Port Optim Mod C (POMCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.34+0.01 (+0.10%)
At close: 08:01PM EDT

Pacific Funds Port Optim Mod C

Newport Beach CA 92660

700 Newport Center Drive Post Offfice Box 7500

Pacific Funds

(800) 722-2333
Management information
,Lead manager since 31 July 2021
Portfolio Manager of PLFA since 2021, Assistant Vice President of Pacific Life and Head of Asset Allocation of PLFA since 2022, Director of Pacific Life and Director of Quantitative Research of PLFA since 2018 and Quantitative Researcher of PLFA since 2016. Mr. Sheng is responsible for designing advanced quantitative models that help guide the asset allocation decisions for Pacific Select Fund. He is also responsible for strategic asset allocation investment decisions. He began his investment career in 2013 and has a Ph.D. from Arizona State University, an MS degree from the University of California, Los Angeles, and a BS from Nanjing University.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryAllocation--50% to 70% Equity
Fund familyAristotle Funds
Net assets746.71M
YTD return4.60%
Yield1.46%
Morningstar rating★★
Inception date30 Dec 2003

Fund operations

Last dividend0.16
Last cap gain-6.00
Holdings turnover32.00%
Average for categoryN/A

Fees and expenses

ExpensePOMCXCategory average
Annual report expense ratio (net)1.12%0.84%
Prospectus net expense ratio1.12%N/A
Prospectus gross expense ratio1.12%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.07%
Max deferred sales loadN/A1.48%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A