PL Portfolio Optimization Moderate Aggressive Fund

Scorecard
2 / 5 Stars
Lipper
1 1 5 2 3
Zacks Investment Research
3 (Hold)
Standard & Poor's
1 / 5 Stars
TheStreet.com
D+ (Sell)

#71 in Aggressive Allocation

U.S. News evaluated 120 Aggressive Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 14.94 percent over the past year, 8.49 percent over the past three years, 18.38 percent over the past five years, and 6.19 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 1.1%
1 Year 14.9%
3 Years (Annualized) 8.5%
5 Years (Annualized) 18.4%
10 Years (Annualized) 6.2%

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Summary

The investment seeks moderately high, long-term capital appreciation with low, current income. The fund normally invests 80% of its assets in equity securities and 20% of its assets in debt securities. It is a "fund of funds" that invests primarily in a combination of other mutual funds of the Trust ("underlying funds"). Within the broad asset classes of equity and debt, the fund diversifies its holdings by investing in underlying funds that represent a variety of investment styles and security types, including alternative or non-traditional investment strategies.

Fees

Fees are Average compared to funds in the same category.
PL Portfolio Optimization Moderate Aggressive Fund has an expense ratio of 0.60 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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See Also:

Top Pacific Life Funds Funds