PLIAX : Pacific Funds Core Income Fund Class A

PLIAX is a Bond Market Total US Bond Market with HIGH fees.

PLIAX

Pacific Funds Core Income Fund Class A

FI Score

47 /100

Expense Ratio Rating

4 /10

Expense Rating

2 /10

Market Score

5 /10

Category Score

10 /10

Market Size

5 /10

47% FI Score
  • pliax
  • Mutual Fund
  • Bond
  • Total US Bond Market

Pacific Funds Core Income Fund Class A

Expenses: 0.85% (Better than 0% of similar funds)

This is a bad choice for a Total US Bond Market Bond fund. See why ยป

Fund Summary

The investment seeks a high level of current income; capital appreciation is of secondary importance. The fund invests principally in income producing debt instruments. It will generally invest at least 60% of its assets in investment grade debt instruments, including corporate debt securities, asset-backed securities, mortgage-related securities, U.S. government securities and agency securities. The fund may invest up to 40% of its assets in non-investment grade (high yield/high risk, sometimes called "junk bonds") debt instruments and floating rate senior loans.

Largest Holdings

Amount Holding
1.47% United States Treasury Notes 1.75%
1.13% United States Treasury Notes 1.5%
1.09% United States Treasury Bonds 2%
1.02% United States Treasury Notes 1.62%
0.79% United States Treasury Notes 2.5%
0.78% United States Treasury Notes 2.62%
0.71% Morgan Stanley 5%
0.71% United States Treasury Notes 1.62%
0.70% United States Treasury Notes 1.12%
0.68% NextEra Energy Operating Partners LP 4.25%
0.65% Ads Waste Holdings Term Loan B
0.64% Wells Fargo & Company 2.19%
0.64% Wells Fargo & Company 2.39%
0.63% Citigroup Inc. 2.67%
0.62% JPMorgan Chase & Co. 2.95%
0.61% Energy Transfer Operating L P 4.75%
0.61% Sprint Corporation 6%
0.60% United States Treasury Notes 2%
0.59% MPLX LP 5.25%
0.59% Bank of America Corporation 4.25%
0.59% Anheuser-Busch InBev Worldwide Inc. 5.45%
0.58% Goldman Sachs Group, Inc. 2.6%
0.58% Morgan Stanley 2.7%
0.58% Ferguson Finance plc 3.25%
0.56% Vertafore Inc Term Loan B

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