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Morningstar

Pacific Funds Core Income A PLIAX

Morningstar Analyst Rating
Analyst rating as of | See Pacific Funds Investment Hub
  • NAV / 1-Day Return 9.74  /  0.41 %
  • Total Assets 779.3 Mil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.850%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Intermediate Core-Plus Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 3.02%
  • Effective Duration 5.99 years

USD | NAV as of Feb 07, 2023 | 1-Day Return as of Feb 07, 2023, 1:22 AM GMT+00:00

Morningstar’s Analysis PLIAX

Will PLIAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

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.

People Pillar

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.

Parent Pillar

The Parent Pillar is our rating of PLIAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Dominated by more credit risk than its average peer.

Associate Director

Summary

| by Maciej Kowara

Pacific Funds Core Income is philosophically committed to the notion that credit offers the most attractive combination of risk and reward. Investors may find here ample doses of corporate credit risk, and, more recently, of structured credit risk, but will get a reduced stake in Treasuries and no meaningful exposure to government mortgage-backed securities. It earns a Morningstar Analyst Rating of Neutral for most shares, and a Negative for its most expensive.

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