POEAX : Pacific Funds Portfolio Optimization Aggressive-Growth Fund Class A

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

POEAX

Pacific Funds Portfolio Optimization Aggressive-Growth Fund Class A

FI Score

47 /100

Expense Ratio Rating

7 /10

Expense Rating

4 /10

Market Score

4 /10

Category Score

5 /10

Market Size

4 /10

47% FI Score
  • poeax
  • Mutual Fund
  • Allocation
  • All-In-One

Pacific Funds Portfolio Optimization Aggressive-Growth 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 high, long-term capital appreciation. 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 0%-15%; the fund's exposure to the equity is expected to be within 85%-100%. 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
51.45% PF Multi-Asset P
15.22% PF Growth P
8.66% PF Large-Cap Value P
5.32% PF Emerging Markets P
3.57% PF International Large-Cap P
3.16% PF International Value P
2.92% PF Real Estate P
2.56% PF Small-Cap Value P
2.08% PF International Small-Cap P
1.68% PF Developing Growth P
0.89% Pacific Funds High Income P
0.87% PF Emerging Markets Debt P
0.79% PF Short Duration Bond P
0.74% PF Managed Bond P
0.08% Pacific Funds Core Income P

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