Pacific FundsSM Short Duration Income

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Pacific Funds Short Duration Income is a mutual fund:

  • Designed for Income: Constructed to seek steady streams of income.
  • Focused on Short-Term Corporate Securities: Ability for the Fund to invest in a variety of corporate securities.
  • Based on Experience: A portfolio management team that specializes in fixed-income asset management based on a foundation of corporate credit research.

Fund Snapshot

While many short-duration funds are anchored in government securities as core investments, our focus is on corporate securities.

  • Attractive Yields: In exchange for slightly greater risk, corporate bonds provide higher income than U.S. Treasuries of comparable maturity.
  • Opportunity: Corporate bonds offer a wide range of income opportunities in fixed-rate, floating-rate, high-quality, low-quality, domestic, and international markets.
  • Diversification: Corporate bonds may add diversification to a fixed-income portfolio of government, mortgage-backed, or other fixed-income securities.


Fund Literature

A Strong Defense Can Be Your Best Offense
Adding more agility to a portfolio is the reason we believe investors should consider making short-term corporate bonds part of their fixed-income lineups, especially today.

Investment Management

Sub-advised by Pacific Asset Management LLC

Portfolio Managers:

David Weismiller, CFA: Managing Director and Lead Portfolio Manager; 23 years of investment experience

Michael Marzouk, CFA: Managing Director; 23 years of investment experience

Ying Qiu, CFA: Managing Director; 21 years of investment experience

Investment Adviser

Pacific Life Fund Advisors LLC



About Principal Risks

All investing involves risks including the possible loss of the principal amount invested. There is no guarantee the Fund will achieve its investment goal. Corporate bonds are subject to issuer risk in that their value may decline for reasons directly related to the issuer of the security. Not all U.S. government securities are checked or guaranteed by the U.S. government, and different government securities are subject to varying degrees of credit risk. Mortgage-related and other asset-backed securities are subject to certain rules affecting the housing market or the market for the assets underlying such securities. The Fund is subject to liquidity risk (the risk that an investment may be difficult to purchase, value, and sell particularly during adverse market conditions, because there is a limited market for the investment, or there are restrictions on resale) and credit risk (the risk an issuer may be unable or unwilling to meet its financial obligations, risking default). High-yield/high-risk bonds (“junk bonds”) and floating-rate loans (usually rated below investment grade) have greater risk of default than higher-rated securities/higher-quality bonds that may have a lower yield. The Fund is also subject to foreign-markets risk.

DOL - Pacific Funds

Pacific Life Insurance Company is the administrator for Pacific Funds. It is not a fiduciary and therefore does not give advice or make recommendations regarding insurance or investment products.


Pacific Funds are distributed by Pacific Select Distributors, LLC (member FINRA & SIPC), a subsidiary of Pacific Life Insurance Company (Newport Beach, CA), and are available through licensed third parties. Pacific Funds refers to Pacific Funds Series Trust.


No bank guarantee • May lose value • Not FDIC insured