Pacific Funds

Small-Cap Value

Seeks long-term capital appreciation

Class A
PFEAX
Class C
PFHCX
ria
Advisor Class
PFFDX
Class R6
PFEIX

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

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.

Expectational 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
27 years of investment experience
Douglas J. Levine, CFA, Managing Director
23 years of investment experience
Michael Kehoe, Managing Director
21 years of investment experience
Eric Fraser, CFA, Director
17 years of investment experience
Bradley Hunnewell, CFA, Director
12 years of investment experience
Sub-adviser: Rothschild & Co Asset Management US Inc.
Investment Adviser: Pacific Life Fund Advisors LLC
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