PODCX : Pacific Funds Portfolio Optimization Growth Fund Class C

PODCX is a Allocation Market All-In-One with HIGH fees.

PODCX

Pacific Funds Portfolio Optimization Growth Fund Class C

FI Score

33 /100

Expense Ratio Rating

2 /10

Expense Rating

0 /10

Market Score

6 /10

Category Score

5 /10

Market Size

6 /10

33% FI Score
  • podcx
  • Mutual Fund
  • Allocation
  • All-In-One

Pacific Funds Portfolio Optimization Growth Fund Class C

Expenses: 1.35% (Better than 0% of similar funds)

This is a bad 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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