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Morningstar

Pacific Funds Port Optim Mod-Cnsrv C POBCX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 9.15  /  0.00
  • Total Assets 240.6 Mil
  • Adj. Expense Ratio
    —
  • Expense Ratio 1.970%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Allocation—30% to 50% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 0.00
  • Turnover 19%

USD | NAV as of Jan 28, 2023 | 1-Day Return as of Jan 28, 2023, 1:16 AM GMT+00:00

Morningstar’s Analysis POBCX

Will POBCX 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 POBCX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the POBCX 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 POBCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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Weakness in Pacific Funds Port Optim Mod-Cnsrv C'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 highest quintile among peers.

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