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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.

Click on any fund in the list to see complete information, including risk and performance analysis.


Issuer: Pacific Funds Series Trust
SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend YieldMax. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
PLFRX
Pacific Funds Floating Rate IncomeBank LoanJun 29, 20110.68%
5.52%
4.53%
8.93%
Pacific Funds High IncomeHigh Yield BondsDec 19, 20110.65%
6.86%
4.28%
6.78%
Pacific Funds Core IncomeIntermediate Core-Plus BondDec 31, 20100.55%
5.53%
2.75%
4.66%
Pacific Funds Short Duration IncomeShort-Term BondDec 19, 20110.45%
5.26%
2.60%
4.81%
Pacific Funds Strategic IncomeMultisector BondsDec 18, 20110.64%
6.13%
4.24%
5.76%
Pacific Funds Ultra Short IncomeUltrashort BondJun 28, 20190.32%
4.34%
5.44%
Pacific Funds Portfolio Optimization ConservativeDiversified PortfolioDec 30, 20030.60%
7.16%
3.38%
3.16%
Pacific Funds Portfolio Optimization Moderate-Cons...Diversified PortfolioDec 30, 20030.60%
8.70%
4.70%
2.45%
Pacific Funds Portfolio Optimization ModerateDiversified PortfolioDec 30, 20030.60%
10.49%
6.22%
1.52%
Pacific Funds Portfolio Optimization GrowthDiversified PortfolioDec 30, 20030.60%
11.70%
7.40%
1.20%
Pacific Funds Portfolio Optimization Aggressive-Gr...Diversified PortfolioDec 30, 20030.60%
12.84%
8.33%
1.48%

1–11 of 11

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.

0%Annualized Volatility0%Annualized Return

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