Pacific Funds Series Trust Mutual Funds List

Here you can find all mutual funds issued by Pacific Funds Series Trust and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.

Number of Funds: 11
Avg. Expense Ratio: 0.57%
Avg. 1 Year Return: 11.53%
Avg. 5 Year Return: 4.32%
Median Risk/Return Score: 63 / 100

11 results

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
PLFRX	Pacific Funds Floating Rate Income	Bank Loan	Jun 29, 2011	0.68%	1.32%	5.11%	7.08%	84
PLHIX	Pacific Funds High Income	High Yield Bonds	Dec 19, 2011	0.65%	1.63%	5.58%	6.66%	75
PLIIX	Pacific Funds Core Income	Intermediate Core-Plus Bond	Dec 31, 2010	0.55%	0.50%	2.87%	4.80%	31
PLSDX	Pacific Funds Short Duration Income	Short-Term Bond	Dec 19, 2011	0.45%	0.79%	2.99%	4.46%	93
PLSRX	Pacific Funds Strategic Income	Multisector Bonds	Dec 18, 2011	0.64%	1.18%	4.99%	5.61%	72
PLUIX	Pacific Funds Ultra Short Income	Ultrashort Bond	Jun 28, 2019	0.32%	1.46%	—	4.66%	99
POAAX	Pacific Funds Portfolio Optimization Conservative	Diversified Portfolio	Dec 30, 2003	0.60%	3.38%	4.10%	3.71%	59
POBAX	Pacific Funds Portfolio Optimization Moderate-Cons...	Diversified Portfolio	Dec 30, 2003	0.60%	5.37%	5.86%	2.90%	62
POCAX	Pacific Funds Portfolio Optimization Moderate	Diversified Portfolio	Dec 30, 2003	0.60%	7.64%	7.87%	6.85%	62
PODAX	Pacific Funds Portfolio Optimization Growth	Diversified Portfolio	Dec 30, 2003	0.60%	9.81%	9.39%	8.80%	63
POEAX	Pacific Funds Portfolio Optimization Aggressive-Gr...	Diversified Portfolio	Dec 30, 2003	0.60%	11.26%	10.89%	6.94%	62

Explore top Pacific Funds Series Trust Mutual Fund Categories and Asset Classes

Pacific Funds Series Trust Bond Mutual funds Pacific Funds Series Trust Multi-Asset Mutual funds Pacific Funds Series Trust Diversified Portfolio Mutual funds Pacific Funds Series Trust Bank Loan Mutual funds Pacific Funds Series Trust High Yield Bonds Mutual funds Pacific Funds Series Trust Intermediate Core-Plus Bond Mutual funds Pacific Funds Series Trust Multisector Bonds Mutual funds

Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

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Time Period

Best Pacific Funds Series Trust Mutual funds by Risk/Return Score

The top Pacific Funds Series Trust Mutual funds by PortfoliosLab Risk/Return Score are PLUIX (99) and PLSDX (93). The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.

Symbol	Name	Risk / Return Rank	AUM	Inception
PLUIX	Pacific Funds Ultra Short Income	99	—	Jun 2019
PLSDX	Pacific Funds Short Duration Income	93	—	Dec 2011
PLFRX	Pacific Funds Floating Rate Income	84	—	Jun 2011
PLHIX	Pacific Funds High Income	75	—	Dec 2011
PLSRX	Pacific Funds Strategic Income	72	—	Dec 2011

Best-Performing Pacific Funds Series Trust Mutual funds Over 5 Years

The top Pacific Funds Series Trust Mutual funds is POEAX (7.99%). Across the lineup, Pacific Funds Series Trust Mutual funds show an average 1-year return of 11.53% and an average 5-year return of 4.32%, providing a clearer view of performance across different investment horizons.

Symbol	Name	Return 5Y	AUM	Inception
POEAX	Pacific Funds Portfolio Optimization Aggressive-Gr...	7.99%	—	Dec 2003
PODAX	Pacific Funds Portfolio Optimization Growth	6.81%	—	Dec 2003
PLFRX	Pacific Funds Floating Rate Income	5.90%	—	Jun 2011
POCAX	Pacific Funds Portfolio Optimization Moderate	5.46%	—	Dec 2003
PLHIX	Pacific Funds High Income	4.00%	—	Dec 2011

Lowest-Cost Pacific Funds Series Trust Mutual funds

The top Pacific Funds Series Trust Mutual funds is PLUIX (0.32%). With an average expense ratio of 0.57%, Pacific Funds Series Trust Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.

Symbol	Name	Expense Ratio	AUM	Inception
PLUIX	Pacific Funds Ultra Short Income	0.32%	—	Jun 2019
PLSDX	Pacific Funds Short Duration Income	0.45%	—	Dec 2011
PLIIX	Pacific Funds Core Income	0.55%	—	Dec 2010
PODAX	Pacific Funds Portfolio Optimization Growth	0.60%	—	Dec 2003
POEAX	Pacific Funds Portfolio Optimization Aggressive-Gr...	0.60%	—	Dec 2003

Highest-Yield Pacific Funds Series Trust Mutual funds

The top Pacific Funds Series Trust Mutual funds is PODAX (8.80%). Across the lineup, Pacific Funds Series Trust Mutual funds show an average dividend yield of 5.68%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.

Symbol	Name	Dividend Yield	AUM	Inception
PODAX	Pacific Funds Portfolio Optimization Growth	8.80%	—	Dec 2003
PLFRX	Pacific Funds Floating Rate Income	7.08%	—	Jun 2011
POEAX	Pacific Funds Portfolio Optimization Aggressive-Gr...	6.94%	—	Dec 2003
POCAX	Pacific Funds Portfolio Optimization Moderate	6.85%	—	Dec 2003
PLHIX	Pacific Funds High Income	6.66%	—	Dec 2011

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