About Pacific Funds

 

Pacific Funds is a family of mutual funds designed for growth, income generation, or diversification that is headquartered in Newport Beach, California. Our goal is to maintain high-quality service standards for our shareholders and for financial advisors. We are committed to providing quality products and service to help meet your financial goals.

Clients We Serve:

  • Shareholders
  • Small Businesses
  • Retirement Plans
  • Institutional Investors
  • Financial Advisors
  • Registered Investment Advisors

Our Portfolio Managers

Pacific Funds works with knowledgeable and experienced money managers that are experts in their field.

Rothschild Asset Management Inc.

Headquartered in New York, Rothschild Asset Management Inc., and its affiliates, manage investments covering a range of alternative investments, multi-strategy fund of hedge funds, and U.S. securities including large-cap, small/mid-cap, small-cap, and growth and value strategies. The firm believes in investing with a goal of consistency and risk control. Every step in its process is a means toward achieving that goal. Its asset management business provides investment management and advisory services to institutional clients, financial intermediaries, and private clients around the world.

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Pacific Asset Management

The fixed-income funds are managed by Pacific Asset Management. Pacific Asset Management is a division of Pacific Life Fund Advisors LLC. Founded in 2007, they specialize in credit-oriented fixed-income strategies. As of December 31, 2015, Pacific Asset Management managed approximately $5.50 billion.

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Pacific Life Fund Advisors

The asset allocation and specialty funds are managed by Pacific Life Fund Advisors (PLFA). Established in 2007, Pacific Life Fund Advisors provides multi-asset and balanced allocation solutions through its asset allocation, manager research, and investment risk-management functionalities. PLFA is an SEC-registered investment adviser and a wholly owned subsidiary of Pacific Life Insurance Company (Pacific Life). As of December 31, 2015, PLFA managed approximately $38 billion in total assets.

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

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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.

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As with any mutual fund, the value of the Fund’s holdings will fluctuate so that shares, when redeemed, may be worth more or less than their original cost.

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Mutual funds are offered by Pacific Funds. 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.

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No bank guarantee. Not a deposit. May lose value. Not FDIC/NCUA insured. Not insured by any federal government agency.