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Pacific Funds Port Optim Mod-Cnsrv C POBCX

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%

Morningstar’s Analysis POBCX

Will POBCX outperform in future?

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

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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