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Pacific Funds Core Income I PLIIX

Analyst rating as of
NAV / 1-Day Return
9.48  /  0.45 %
Total Assets
725.2 Mil
Adj. Expense Ratio
0.550%
Expense Ratio
0.550%
Fee Level
Above Average
Longest Manager Tenure
11.92 years
Category
Intermediate Core-Plus Bond
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Min. Initial Investment
500,000
Status
Open
TTM Yield
3.09%
Effective Duration
5.81 years

Morningstar’s Fund Analysis PLIIX

Will PLIIX outperform in future?

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

Dominated by more credit risk than its average peer.

Associate Director

Summary

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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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