Pacific Funds

Portfolio Optimization Conservative

Class A
POAAX
Class C
POACX
ria
Advisor Class
PLCDX

Fund Snapshot

One-Step Diversification

The fund follows a rigorous process to invest across global asset classes. This diversified approach has the potential to deliver consistent performance through most market regimes and makes it a core component of meeting your financial goals.

A Principled Solution

Our investment philosophy is put into practice through three principles: maintaining a long-term focus, following facts not feelings, and avoiding market timing.

Conservative Strategy

The fund’s exposure to the two broad asset classes of debt and equity are expected to be within the following ranges: 70–85% debt and 15–30% equity.

Fund Literature

Investment Management

Howard T. Hirakawa, CFA
25 years of investment experience
Carleton J. Muench, CFA
21 years of investment experience
Max Gokhman, CFA
14 years of investment experience
Samuel S. Park
20 years of investment experience
Sub-adviser:
Investment Adviser: Pacific Life Fund Advisors LLC

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