PFDAX : Pacific Funds Small/Mid-Cap Class A

Fund Summary

The investment seeks long-term capital appreciation. The fund invests at least 80% of its assets in common stocks and other equity securities of small and medium capitalization U.S. companies. The adviser defines small and medium capitalization companies as companies whose market capitalizations fall within the range of the Russell 2500 Index. It invests in securities that the fund's sub-adviser believes are attractively valued with the potential to exceed investor expectations.