POCAX : Pacific Funds Portfolio Optimization Moderate Fund Class A

Fund Summary

The investment seeks long-term growth of capital and low to moderate 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 30%-50%; the fund's exposure to the equity is expected to be within 50%-70%. 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.