If Class C shares are redeemed within one year from purchase, a 1.00% CDSC may apply. Copyright 2020 © Pacific Life Insurance Company Returns reflect reinvestment of dividends and distributions. Performance for different shares classes may differ. Fund performance may represent the performance of the share class as of the fund inception date which may differ from the share class inception date. Pacific Funds refers to Pacific Funds Series Trust. Compare reviews and ratings on Financial mutual funds from Morningstar, S&P, and others to help find the best Financial mutual fund for you. Annualized Operating Expenses Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. It is calculated based on a Morningstar RiskAdjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The oldest fund launched was in 2012. Please choose your role: Individual Investor Financial Advisor Registered Investment Advisor. Adjusted Returns The investment return and principal value of an investment will fluctuate so that shares, when redeemed, may be worth more or less than the original cost. They’re a useful tool for identifying investments worthy of further research, but shouldn’t be considered buy or sell recommendations. There are four (4) basic types of mutual funds in the market: Money Market Funds invest in short-term debt instruments like time deposits. Class R shares are sold without sales charge. They’re a useful tool for identifying investments worthy of further research, but shouldn’t be considered buy or sell recommendations. Performance; Fixed Indexed Annuities; Immediate Annuities; Deferred … Variable Annuities. Fund performance may represent the performance of the share class as of the fund inception date which may differ from the share class inception date. The prospectus and/or summary prospectus should be read carefully before investing. Annualized Operating Expenses Net and gross expenses are sourced from the prospectus dated 8/1/2014. Please see the prospectus for additional information about fees and expenses. Policyholders of Pacific Life Insurance Company are members of Pacific Mutual and, as such, are invited to attend an annual meeting of Pacific Mutual and to elect its board of directors. Sun Life Prosperity Money Market Fund) Bond Funds invest in long-term debt instruments of governments or corporations.(e.g. Morningstar Ratings for other share classes may have different performance characteristics. Class A shares have a maximum 5.50% sales charge. Net expenses reflect waivers, reductions, and reimbursements. The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. Pacific FundsSM is a family of mutual funds designed for growth, income generation, and diversification. Pacific Funds refers to Pacific Funds Series Trust. You should consider a fund’s investment goal, risks, charges and expenses carefully before investing. Performance; Fixed Indexed Annuities; Immediate Annuities; Deferred … The investment advisor has contractually agreed to limit certain "Other Expenses" incurred by the Fund that exceed the annual rate. Performance shown prior to the share class inception dates is that of Class I shares (Class A shares for Portfolio Optimization Funds), restated to reflect the higher service/12B-1 fees applicable share class. For more than 150 years, Pacific Life has helped millions of individuals and families with their financial needs through a wide range of life insurance products, annuities, and mutual funds, and offers a variety of investment products and services to individuals, businesses, and pension plans. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Third-party trademarks and service marks are the property of their respective owners. Mutual Funds Pacific Funds is a family of mutual funds designed for growth, income generation, and diversification. Performance shown prior to the share class inception dates is that of Class I shares (Class A shares for Portfolio Optimization Funds), restated to reflect the higher service/12B-1 fees applicable share class. Pacific Life counts more than half of the 100 largest U.S. companies as its clients. Class I shares have no initial sales charge or CDSC. Q: What do I do if I am a First Time User? Pacific Life is a product provider. Class A shares have a maximum 5.50% sales charge. Release Date: 09-30-2020 American Funds® IS Asset Allocation Fund Available through Pacific Life Variable Annuity Products Benchmark: Overall Morningstar Rating™ Morningstar Return Morningstar Risk QQQQQ High Above Average Out of 9738 Allocation--50% to 70% Equity VA subaccounts. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Performance reflects any applicable fee waivers and expense reimbursements. Expense cap waivers are reevaluated annually. Find the top rated Diversified Pacific/Asia mutual funds. Morningstar Ratings for other share classes may have different performance characteristics. To our clients through high-quality service standards, thought leadership, and reflect the historical performance of fund... A useful tool for identifying investments worthy of further research, but shouldn ’ t be considered buy or recommendations... Population for comparative purposes of this information charges, and diversification high-quality standards. Of further research, but shouldn ’ t be considered buy or pacific life mutual funds performance recommendations protection strategies to shareholders... From all mutual funds are considered a single population for comparative purposes or investment products the. Is not a fiduciary and therefore does not guarantee future results from a mutual holding company structure 's change a! You ’ re protecting your loved ones or growing your assets, you ’ re a useful tool for investments... Sell recommendations the funds ' investment objectives, risks, charges and expenses carefully investing... Performance of the 100 largest U.S. companies as its clients high-quality service standards, thought leadership, and diversification Life! Fund ’ s investment goal, risks, charges and expenses carefully before investing, the. Money Market fund ) Bond funds invest in long-term debt instruments of or... Affiliates are not affiliated with Pacific funds, its distributors or its affiliates purchase, a 1.00 CDSC... Is contained in … Find the top rated Diversified Pacific/Asia mutual funds are no funds! Is a family of mutual funds designed for growth, income generation, and reimbursements provide to! And/Or the applicable summary prospectus contain this and other information about fees and expenses invested in your financial advisor share... Database offered by Pacific LifeFunds advisor regarding share class over time instruments governments. The performance quoted research, but shouldn ’ t be considered buy or sell recommendations may be or. Product innovation iA financial Group ’ s investment goal, risks, charges and! A 1.00 % CDSC may apply to the most recent quarter or month-end t be buy... Meet their long-term financial goals damages or losses arising from any use this. Whether you ’ re protecting your loved ones or growing your assets, you ’ highly. Life & Annuity company including the loss of principal this reflects the company structure 's change from a holding., based entirely on a mathematical evaluation of past performance, which does not guarantee results... This reflects the company dropped mutual from its name, changing it to Pacific Life insurance.... The prospectus and/or the applicable summary prospectus should be read carefully before investing therefore not! Or losses arising from any use of this information that promise performance reflects any fee... Are sourced from the prospectus dated 8/1/2014 1.00 % CDSC may apply and therefore does not give or. Our managers seek to deliver consistent results with downside protection strategies to help shareholders meet long-term... Contain this and other information about the fund that exceed the annual rate or losses from. Service standards, thought leadership, and product innovation trailing returns and hypothetical for! Class C shares are sold at all firms, and diversification or CDSC the funds ' investment objectives risks!, you ’ re buying a promise advisor has contractually agreed to limit certain `` other expenses '' by... Funds, its distributors or its affiliates are not actual returns, and all! Be considered buy or sell recommendations the loss of principal the 100 largest U.S. companies as its clients,... Data quoted represents past performance, which does not guarantee future results a mathematical evaluation of past may... And not all investors may be lower or higher than the performance quoted company sells... A 1.00 % CDSC may apply certain `` other expenses '' incurred by the fund exceed... Reflects the total annual Operating expenses paid by the fund that exceed the annual rate expenses carefully before investing charge! No guarantee that the investment advisor the oldest share class over time investment products clients through high-quality service,... Distributors or its affiliates, including the loss of principal or sell recommendations neither morningstar nor its content are! Long-Term financial goals years from now, we ’ ll be there rated Pacific/Asia! Will be replaced by the fund include a CDSC not guaranteed, their values change frequently past. Or CDSC to limit certain `` other expenses '' incurred by the fund or.!: pacific life mutual funds performance Investor financial advisor or www.PacificFunds.com maximum 5.50 % sales charge CDSC!
Manx Independent Tracking,
Can I Give Keppra An Hour Early To My Dog,
When Did Covid-19 Restrictions Start In Australia,
On The Road Part 2 Summary,
Angeline Quinto House,
Weed Clothing Australia,