Pacific Funds

Small-Cap

Class A
PFKAX
Class C
PFACX
ria
Advisor Class
PFQDX
Class R6
PFJIX

Fund Snapshot

A Time-Tested Process

For 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.

Exceptional Upside

The 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 Purity

We focus on stocks whose market capitalization falls within the range of the Russell 1000 Index and are expected to achieve above-average returns relative to the fund's benchmark.

Investment Management

Tina Jones, Chief Investment Officer
CFA, 25 years of investment experience
Joseph Bellantoni, CFA, Managing Director
23 years of investment experience
Douglas J. Levine, CFA, Managing Director
21 years of investment experience
Michael Kehoe, Managing Director
19 years of investment experience
Eric Fraser, CFA, Director
14 years of investment experience
Bradley Hunnewell, CFA, Director
11 years of investment experience
Sub-adviser: Rothschild & Co Asset Management US Inc.
Investment Adviser: Pacific Life Fund Advisors LLC
Date as of:
Sales Charge:
Print selected (PDF)
Data as of MM/DD/YY
Select
Fund
Share
Class
Share
Class
Incep.
Total Returns (%)
YTD
1-Year
annualized Total Returns (%)
3-Year
5-Year
10-Year
Life of
Fund
annualized Operating
Expenses (%)
Gross
Net
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Scroll horizontally to view tables

Subscribe to receive industry news and insights

Welcome

Please choose your role
Copyright 2020 © Pacific Life Insurance Company
Please Upgrade Your Browser.

Unfortunately, Internet Explorer is an outdated browser and we do not support it. To have the best browsing experience, please upgrade to Google Chrome, Firefox or Safari.

Upgrade