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Pacific Funds Core Income I PLIIX

Analyst rating as of
NAV / 1-Day Return
11.32  /  0.18 %
Total Assets
1.1 Bil
Adj. Expense Ratio
0.550%
Expense Ratio
0.550%
Fee Level
Above Average
Longest Manager Tenure
10.80 years
Category
Intermediate Core-Plus Bond
Credit Quality / Interest Rate Sensitivity
Low / Moderate
Min. Initial Investment
500,000
Status
Open
TTM Yield
2.12%
Effective Duration
5.22 years
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Morningstar’s Analysis

Will PLIIX outperform in future?

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

Focused on corporate debt more than a typical peer.

Associate Director

Summary

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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.

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