PL Portfolio Optimization Mod-Consv R
700 Newport Center Drive Post Offfice Box 7500
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Phone: 800-722-2333
| Category: | Conservative Allocation | | Fund Family: | Pacific Life Funds | | Net Assets: | 3.66M | | Year-to-Date Return: | -10.99% | | Yield: | 3.15% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Sep-05 |
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Howard T. Hirakawa
Lead Manager since
31-Dec-03 | | | Hirakawa is a vice president of Pacific Life. He joined the company in 1990 and is responsible for the investment oversight relating to the companys assets in the Pacific Select Fund, Pacific Funds, and asset allocation services. Hirakawa was assistant vice president of Pacific Life from April 2000 to April 2005 until he was promoted to his current position. Hirakawa holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $1,000 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks current income and moderate growth of capital. The fund normally invests in underlying funds that invest in medium and high- quality fixed income securities, money market instruments, equity securities of large and medium-sized U.S. and non-U.S. companies, and derivative instruments. The fund's asset allocation targets are 5% in cash, 55% in bonds, 29% in domestic stocks, and 11% in international stocks. It is nondiversified. |
| Last Dividend
(30-Jun-08):
| 0.03 | | Last Cap Gain
(30-Jun-08):
| 0.10 | | Annual Holdings Turnover
| 10.00% | | Average for Category:
| 60.16% |
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| Expense | POBRX | Category
Avg | | Total Expense Ratio: | 0.25%
| 0.97% | | Max 12b1 Fee: | 0.50%
| N/A | | Max Front End Sales Load: | 0.00%
| 4.97% | | Max Deferred Sales Load: | 0.00%
| 2.78% | | 3 Yr Expense Projection*: |
$638 | $700 | | 5 Yr Expense Projection*: |
$1,150 | $1,083 | | 10 Yr Expense Projection*: |
$2,556 | $2,095 |
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11.08% Nasdaq 0.00%
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