POBAX : Pacific Funds Portfolio Optimization Moderate-Conservative Fund Class A

POBAX is a Allocation Market All-In-One with MODERATE fees.

POBAX

Pacific Funds Portfolio Optimization Moderate-Conservative Fund Class A

FI Score

48 /100

Expense Ratio Rating

7 /10

Expense Rating

4 /10

Market Score

4 /10

Category Score

5 /10

Market Size

4 /10

48% FI Score
  • pobax
  • Mutual Fund
  • Allocation
  • All-In-One

Pacific Funds Portfolio Optimization Moderate-Conservative Fund Class A

Expenses: 0.60% (Better than 1% of similar funds)

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

Fund Summary

The investment seeks current income and moderate growth of capital. 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 50-70%; the fund's exposure to the equity is expected to be within 30-50%. 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
27.51% PF Managed Bond P
26.38% PF Multi-Asset P
10.41% PF Short Duration Bond P
8.34% Pacific Funds High Income P
6.89% PF Large-Cap Value P
4.15% PF Emerging Markets Debt P
3.95% PF Emerging Markets P
3.76% PF Growth P
2.24% Pacific Funds Core Income P
1.80% PF Inflation Managed P
1.07% PF Real Estate P
0.93% PF International Large-Cap P
0.79% PF International Value P
0.62% PF Developing Growth P
0.58% PF International Small-Cap P
0.56% PF Small-Cap Value P

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