PFMDX : Pacific Funds Small/Mid-Cap Advisor Class

PFMDX is a US Stocks Market Small Blend with MODERATE fees.

PFMDX

Pacific Funds Small/Mid-Cap Advisor Class

FI Score

45 /100

Expense Ratio Rating

7 /10

Expense Rating

0 /10

Market Score

6 /10

Category Score

5 /10

Market Size

6 /10

45% FI Score
  • pfmdx
  • Mutual Fund
  • US Stocks
  • Small Blend

Pacific Funds Small/Mid-Cap Advisor Class

Expenses: 0.98% (Better than 1% of similar funds)

This is a bad choice for a Small Blend US Stocks fund. See why ยป

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.

Largest Holdings

Amount Holding
1.75% Horizon Therapeutics PLC
1.53% Synopsys Inc
1.49% SPS Commerce Inc
1.33% Zebra Technologies Corp
1.28% Ciena Corp
1.14% Charles River Laboratories International Inc
1.12% Syneos Health Inc A
1.12% Portland General Electric Co
1.11% BJ's Wholesale Club Holdings Inc
1.11% Black Hills Corp
1.11% Air Lease Corp Class A
1.10% Neurocrine Biosciences Inc
1.10% Graphic Packaging Holding Co
1.09% FTI Consulting Inc
1.09% Exact Sciences Corp
1.08% Deckers Outdoor Corp
1.08% Everest Re Group Ltd
1.07% Bottomline Technologies Inc
1.07% Lamar Advertising Co Class A
1.06% LHC Group Inc
1.05% Amedisys Inc
1.03% Jazz Pharmaceuticals PLC
1.03% Box Inc A
1.03% RH
1.03% Silicon Laboratories Inc

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