Pacific Funds

Ultra Short Income

Seeks current income consistent with capital preservation.

Advisor Class
PLUDX
Class I
PLUIX
fa

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

Morningstar Ratings (Class I) based on risk-adjusted returns as of 9/30/21

Overall Rating:
Out of 226 Bank Loan funds
3-Year Rating
Out of 226 Bank Loan funds
5-Year Rating
Out of 205 Bank Loan funds
10-Year Rating
Out of 134 Bank Loan funds

FUND PERFORMANCE

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Share
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annualized Total Returns (%)
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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
23 years of investment experience
Ying Qiu, CFA, Managing Director
21 years of investment experience
Sub-adviser: Pacific Asset Management LLC
Investment Adviser: Pacific Life Fund Advisors LLC
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