PFVDX : Pacific Funds Large-Cap Value Advisor Class

PFVDX is a US Stocks Market Large Value with MODERATE fees.

PFVDX

Pacific Funds Large-Cap Value Advisor Class

FI Score

36 /100

Expense Ratio Rating

7 /10

Expense Rating

2 /10

Market Score

1 /10

Category Score

8 /10

Market Size

1 /10

36% FI Score
  • pfvdx
  • Mutual Fund
  • US Stocks
  • Large Value

Pacific Funds Large-Cap Value Advisor Class

Expenses: 0.77% (Better than 1% of similar funds)

This is a bad choice for a Large Value 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 large capitalization U.S. companies. The adviser defines a large-capitalization company as one whose market capitalization falls within the range of the Russell 1000 Value Index, and invests primarily in equity securities of large-capitalization value companies as defined by the Russell 1000 Value 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
3.62% JPMorgan Chase & Co
3.13% Verizon Communications Inc
2.98% Bank of America Corp
2.80% Johnson & Johnson
2.46% Medtronic PLC
2.12% Comcast Corp Class A
2.04% Chevron Corp
1.80% Xcel Energy Inc
1.74% AT&T Inc
1.73% Kimberly-Clark Corp
1.71% American Electric Power Co Inc
1.68% Thermo Fisher Scientific Inc
1.68% Prologis Inc
1.67% Willis Towers Watson PLC
1.62% State Street Corporation
1.56% Target Corp
1.53% Intercontinental Exchange Inc
1.52% Duke Energy Corp
1.51% DTE Energy Co
1.49% Air Products & Chemicals Inc
1.48% PepsiCo Inc
1.48% Merck & Co Inc
1.47% Parker Hannifin Corp
1.47% Northrop Grumman Corp
1.45% Mondelez International Inc Class A

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