POMCX : Pacific Funds Portfolio Optimization Moderate Fund Class C

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

POMCX

Pacific Funds Portfolio Optimization Moderate Fund Class C

FI Score

36 /100

Expense Ratio Rating

2 /10

Expense Rating

0 /10

Market Score

7 /10

Category Score

5 /10

Market Size

7 /10

36% FI Score
  • pomcx
  • Mutual Fund
  • Allocation
  • All-In-One

Pacific Funds Portfolio Optimization Moderate 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 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.

Largest Holdings

Amount Holding
40.10% PF Multi-Asset P
17.82% PF Managed Bond P
7.75% PF Large-Cap Value P
7.50% PF Growth P
5.30% PF Short Duration Bond P
5.19% Pacific Funds High Income P
3.77% PF Emerging Markets P
3.42% PF Emerging Markets Debt P
1.54% PF Real Estate P
1.47% Pacific Funds Core Income P
1.34% PF International Large-Cap P
1.11% PF International Value P
1.10% PF International Small-Cap P
1.08% PF Small-Cap Value P
0.59% PF Developing Growth P
0.46% Pacific Funds Floating Rate Income P
0.43% PF Inflation Managed P

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