POEDX : Pacific Funds Portfolio Optimization Aggressive-Growth Fund Advisor Class

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

POEDX

Pacific Funds Portfolio Optimization Aggressive-Growth Fund Advisor Class

FI Score

58 /100

Expense Ratio Rating

9 /10

Expense Rating

7 /10

Market Score

4 /10

Category Score

5 /10

Market Size

4 /10

58% FI Score
  • poedx
  • Mutual Fund
  • Allocation
  • All-In-One

Pacific Funds Portfolio Optimization Aggressive-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 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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