Pacific Funds

ESG Core Bond

Focused on total return, consisting of current income and capital appreciation, with consideration to environmental, social and governance criteria.

Advisor Class
PLEDX
Class I
PLEBX
fa

Produced by MSCI ESG
Research as of 3/31/2022

Morningstar Ratings (Class I) based on risk-adjusted returns as of 4/30/22

Overall Rating:
Out of 229 Bank Loan Funds
3-Year Rating
Out of 229 Bank Loan Funds
5-Year Rating
Out of 213 Bank Loan Funds
10-Year Rating
Out of 140 Bank Loan Funds

INSIGHTS AND INVESTMENT IDEAS

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FUND PERFORMANCE

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Fund Snapshot

Total Return

Seeks to outperform the Bloomberg Barclays US Aggregate Bond Index.

ESG Integration

Thoughtful approach to ESG investing results in broadly sustainable portfolio that seeks to mitigate financial risk from ESG factors.

Corporate Focus

Core bond portfolio that emphasizes the sub-adviser’s corporate bond expertise seeks to deliver a yield advantage for investors.

Investment Management

David Weismiller, CFA, Managing Director
24 years of investment experience
Ying Qiu, CFA, Managing Director
22 years of investment experience
Sub-adviser: Pacific Life Fund Advisors LLC
Investment Adviser: Pacific Asset Management LLC
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