Pacific Funds

Ultra Short Income

Seeks current income consistent with capital preservation.

Class I-2
PLUDX
Class I
PLUIX
fa

Produced by MSCI ESG
Research as of 9/30/2022

Morningstar Ratings (Class I) based on risk-adjusted returns as of 9/30/22

Overall Rating:
Out of 232 Bank Loan Funds
3-Year Rating
Out of 232 Bank Loan Funds
5-Year Rating
Out of 214 Bank Loan Funds
10-Year Rating
Out of 142 Bank Loan Funds

FUND PERFORMANCE

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Fund Snapshot

Current Income

The fund seeks to provide a steady stream of income and serve as a complement to traditional money-market funds.

Low Volatility

Ultra-short bonds are less impacted by interest-rate changes compared to longer-term bonds.

Experienced

Our experienced portfolio management team specializes in fixed-income asset management based on a foundation of corporate-credit research.

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 Asset Management LLC
Investment Adviser: Pacific Life Fund Advisors LLC
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