PLFDX : Pacific Funds Floating Rate Income Fund Advisor Class

PLFDX is a Bond Market High Yield Bond with MODERATE fees.

PLFDX

Pacific Funds Floating Rate Income Fund Advisor Class

FI Score

51 /100

Expense Ratio Rating

7 /10

Expense Rating

2 /10

Market Score

8 /10

Category Score

0 /10

Market Size

8 /10

51% FI Score
  • plfdx
  • Mutual Fund
  • Bond
  • High Yield Bond

Pacific Funds Floating Rate Income Fund Advisor Class

Expenses: 0.76% (Better than 1% of similar funds)

This is an OK choice for a High Yield Bond Bond fund. See why ยป

Fund Summary

The investment seeks a high level of current income. The fund invests principally in income producing floating rate loans and floating rate debt securities. Under normal circumstances, it invests at least 80% of its assets in floating rate loans and floating rate debt securities. The fund may invest up to 25% of its assets in U.S. dollar denominated foreign investments, principally in developed markets. It may invest up to 20% of its assets in other types of debt instruments or securities including non-investment grade (high yield/high risk, sometimes called "junk bonds") debt instruments.

Largest Holdings

Amount Holding
2.40% Invesco Senior Loan ETF
2.03% Dun & Bradstreet Corp Term Loan B
1.94% Tempo Acquisition Llc Term Loan B
1.79% Toronto Metropolitan Municipality Ontario 3.4%
1.71% Srs Distribution Inc Term Loan B
1.66% Sophia Lp Tl B 1l Usd
1.63% Assuredpartners Inc Term Loan B
1.61% Clear Channel Outdoor Ho Term Loan B
1.60% Reynolds Group Holdings Inc Reynol Tl 1l Usd
1.53% Spin Holdco Inc Term Loan B
1.53% Jaguar Holding Co Ii Term Loan
1.36% Alliant Holdings Intermedi Term Loan B
1.30% Uber Technologies Inc Term Loan B
1.29% Nfp Corp Term Loan B
1.29% Filtration Group Corp Term Loan B
1.28% Epicor Software Corp Term Loan B
1.25% Kronos Inc/Ma Term Loan B
1.25% Vertafore Inc Term Loan
1.24% Alixpartners Llp Term Loan B
1.24% Acrisure Llc Term Loan B
1.23% T-Mobile Usa Inc Term Loan B
1.20% Applied Systems Inc Term Loan
1.18% Allied Universal Holdco Llc Term Loan
1.17% Refinitiv Us Holdings Term Loan B
1.14% Lifepoint Health Inc Term Loan B

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