Weakness in Pacific Funds Port Optim Mod-Cnsrv A's Process and People Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.
- NAV / 1-Day Return 9.51 / 0.73 %
- Total Assets 241.1 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.220%
- Distribution Fee Level High
- Share Class Type Front Load
- Category Allocation—30% to 50% Equity
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 0.00
- Turnover 19%
Morningstar’s Analysis POBAX
Will POBAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.