PMADX : Pacific Funds Portfolio Optimization Growth Fund Advisor Class

PMADX is a Allocation Market All-In-One with LOW fees.

PMADX

Pacific Funds Portfolio Optimization Growth Fund Advisor Class

FI Score

67 /100

Expense Ratio Rating

9 /10

Expense Rating

7 /10

Market Score

6 /10

Category Score

5 /10

Market Size

6 /10

67% FI Score
  • pmadx
  • Mutual Fund
  • Allocation
  • All-In-One

Pacific Funds Portfolio Optimization Growth Fund Advisor Class

Expenses: 0.35% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why ยป

Fund Summary

The investment seeks moderately high, long-term capital appreciation with low, current income. The fund is a "fund of funds" that seeks to achieve its investment goal by investing in other funds of the Trust (the "underlying funds"). The fund's exposure to the debt is expected to be within 15-30%, the fund's exposure to the equity is expected to be within 70-85%. It may invest a significant portion of its assets in any single underlying fund. The advisor expects to be as fully invested as practical, although it may maintain liquidity reserves to meet redemption requests.

Largest Holdings

Amount Holding
50.70% PF Multi-Asset P
8.53% PF Growth P
8.21% PF Managed Bond P
7.27% PF Large-Cap Value P
5.01% PF Emerging Markets P
3.19% Pacific Funds High Income P
3.12% PF Emerging Markets Debt P
2.65% PF International Large-Cap P
2.49% PF Real Estate P
2.20% PF International Value P
1.63% PF Short Duration Bond P
1.60% PF International Small-Cap P
1.57% PF Small-Cap Value P
1.15% PF Developing Growth P
0.69% Pacific Funds Core Income P

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