Pacific FundsSM Large-Cap Value

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Pacific Funds Large-Cap Value offers shareholders:

A Time-Tested ProcessFor more than 25 years, the investment team has managed institutional assets using a process rooted in fundamental analysis and designed to identify potential catalysts for a stock’s positive relative performance.
Focused on Expectational UpsideThe Fund seeks to outperform its benchmark by investing in a mix of stocks the team believes is attractively valued and should provide a controlled level of risk in down markets.
Anchored in Style PurityStocks whose market capitalization falls within the range of the Russell 1000 Value Index, and are expected to achieve above-average returns relative to the Fund’s benchmark over a market cycle, will be selected for the Fund.

Fund Overview

Investment Goal: The Fund seeks long-term capital appreciation.

Investment Strategy: The Fund invests in securities that the portfolio management team believes are attractively valued with the potential to exceed investor expectations. Under normal circumstances, this Fund invests at least 80% of its assets in common stocks and other equity securities of large capitalization U.S. companies. The Fund defines a large-capitalization company as one whose market capitalization falls within the range of the Russell 1000 Value Index at the time of purchase. The market capitalization of the companies in the Fund's portfolio and the Russell 1000 Value Index changes over time; the Fund will not automatically sell or cease to purchase stock of a company it already owns just because the company's market capitalization changes.


Fund Literature

Investment Management

Sub-advised by Rothschild & Co Asset Management US Inc.

Portfolio Managers

Luis Ferreira, CFA: Managing Director; 26 years of investment experience

Chris R. Kaufman: Managing Director; 34 years of investment experience

Paul Roukis, CFA: Managing Director; 27 years of investment experience

Jeff Agne: Managing Director; 19 years of investment experience

Investment Adviser

Pacific Life Fund Advisors LLC



About Principal Risks

All investing involves risk, including the possible loss of the principal amount invested. There is no guarantee that the fund will achieve its investment goal. Equity securities tend to go up or down in value, sometimes rapidly and unpredictably. Large-capitalization companies tend to have more stable prices than small- or mid-capitalization companies, but are still subject to equity securities risk and their prices may not rise as much as the prices of companies with smaller market capitalizations. Value companies are those that a portfolio manager believes are undervalued and perceived as trading for less than their intrinsic values.



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.

Investors should consider a fund's investment goal, risks, charges, and expenses carefully before investing. The prospectus and/or the applicable summary prospectus contain this and other information about the Fund and are available from your financial advisor. The prospectus and/or summary prospectus should be read carefully before investing.

All share classes may not be available at all firms, and not all investors may be eligible for all share classes.

Third-party trademarks and service marks are the property of their respective owners.

Rothschild & Co Asset Management US Inc. is unaffiliated with Pacific Life Insurance Company.

Pacific Funds Large-Cap Value is closed to new investors.


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