Pacific Funds Core Income uses a straightforward process while taking on a larger corporate stake than most of its peers in the intermediate core-plus bond Morningstar Category and downplaying other sectors. It earns a Morningstar Analyst Rating of Neutral for most shares and a Negative for its most expensive.
Will PLIAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PLIAX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the PLIAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of PLIAX’s parent organization’s priorities and whether they’re in line with investors’ interests.