Pacific Funds

Portfolio Optimization Moderate-Conservative

Seeks current income and moderate growth of capital

Class A
POBAX
Class C
POBCX
ria
Advisor Class
PMCDX

Produced by MSCI ESG
Research as of 9/30/2021

Morningstar Ratings (Class I) based on risk-adjusted returns as of 3/31/22

Overall Rating:
Out of 228 Bank Loan funds
3-Year Rating
Out of 228 Bank Loan funds
5-Year Rating
Out of 212 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

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.

Moderate-Conservative Strategy

The fund’s exposure to the two broad asset classes of debt and equity are expected to be within the following ranges: 50–70% debt and 30–50% equity.

Investment Management

Howard T. Hirakawa, CFA
27 years of investment experience
Carleton J. Muench, CFA
23 years of investment experience
Samuel S. Park
22 years of investment experience
Edward Sheng PhD, CFA
9 years of investment experience
Sub-adviser:
Investment Adviser: Pacific Life Fund Advisors LLC
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