PFWDX : Pacific Funds Small-Cap Growth Advisor Class

PFWDX is a US Stocks Market Small Growth with MODERATE fees.

PFWDX

Pacific Funds Small-Cap Growth Advisor Class

FI Score

29 /100

Expense Ratio Rating

8 /10

Expense Rating

0 /10

Market Score

1 /10

Category Score

5 /10

Market Size

1 /10

29% FI Score
  • pfwdx
  • Mutual Fund
  • US Stocks
  • Small Growth

Pacific Funds Small-Cap Growth Advisor Class

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

This is a bad choice for a Small Growth 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 capitalization U.S. companies. The adviser defines small capitalization companies as companies whose market capitalizations fall within the range of the Russell 2000 Growth Index, and invests primarily in equity securities of small capitalization growth companies as defined by the Russell 2000 Growth Index. It invests in securities that the sub-adviser believes are attractively valued with the potential to exceed investor expectations.

Largest Holdings

Amount Holding
2.59% Horizon Therapeutics PLC
2.27% Chegg Inc
2.18% Generac Holdings Inc
2.12% BJ's Wholesale Club Holdings Inc
1.98% Glu Mobile Inc
1.89% Quidel Corp
1.81% Amedisys Inc
1.79% J2 Global Inc
1.77% LHC Group Inc
1.75% Qualys Inc
1.70% Bottomline Technologies Inc
1.67% SPS Commerce Inc
1.59% Ultragenyx Pharmaceutical Inc
1.56% iRhythm Technologies Inc
1.55% Merit Medical Systems Inc
1.54% Deckers Outdoor Corp
1.42% Vonage Holdings Corp
1.40% Syneos Health Inc A
1.36% SPX Corp
1.31% Silicon Laboratories Inc
1.31% Amicus Therapeutics Inc
1.29% Saia Inc
1.28% Tetra Tech Inc
1.22% Box Inc A
1.22% Cornerstone OnDemand Inc

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