Pacific FundsSM Ultra Short Income

Advisor ClassClass I
TickerFund NumberTickerFund Number
PLUDX019PLUIX419

Fund Snapshot

Pacific Funds Ultra Short Income offers shareholders:

  • Current Income: The Fund seeks to provide a steady stream of income and serve as a complement to traditional money market funds.
  • Low Volatility: With an overall fund duration that will not exceed one year, ultra-short bonds are less impacted by interest-rate changes compared to longer-term bonds.
  • Corporate Focus: A portfolio management team that specializes in fixed-income asset management based on a foundation of corporate credit research.

 

Fund Literature


Investment Management

Sub-advised by Pacific Asset Management LLC

Portfolio Managers:

David Weismiller, 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. The fund is subject to the following principal risks described in this paragraph. Debt securities with longer durations or fixed interest rates tend to be more sensitive to changes in interest rates, making them generally more volatile than debt securities with shorter durations or floating or adjustable interest rates. The Fund is subject to liquidity risk (the risk that an investment may be difficult to purchase and sell within a reasonable amount of time at approximately the price the Fund has valued the investment) and credit risk (the risk an issuer may be unable or unwilling to meet its financial obligations, risking default). Interest rates and bond prices have an inverse relationship. 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.

PSD2

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.

AM6

No bank guarantee • May lose value • Not FDIC insured