| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
2
1
5
2
2
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
1 / 5 Stars
|
|
TheStreet.com
C-
(Hold)
|
#58 in Aggressive Allocation
U.S. News evaluated 124 Aggressive Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
See all Pacific LifeFunds funds
Performance
The fund has returned 18.74 percent over the past year, 11.84 percent over the past three years, and 3.80 percent over the past five years.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 7.7% |
| 1 Year | 18.7% |
| 3 Years (Annualized) | 11.8% |
| 5 Years (Annualized) | 3.8% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks moderately high, long-term capital appreciation with low, current income. The fund is a "fund of funds" that invests primarily in a combination of other mutual fund portfolios of the Pacific Life funds (underlying funds). It may also, at any time, invest in underlying funds that hold other equity or debt securities. The fund may invest a significant portion of its assets in any single underlying fund.
Fees
Fees are High compared to funds in the same category.
PL Portfolio Optimization Moderate Aggressive Fund has an expense ratio of 0.60 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
