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Pacific Funds Port Optim Agrsv-Gr C POCEX

Quantitative rating as of
NAV / 1-Day Return
13.56  /  1.02 %
Total Assets
268.4 Mil
Adj. Expense Ratio
Expense Ratio
2.010%
Distribution Fee Level
High
Share Class Type
Level Load
Category
Allocation—85%+ Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Status
Open
TTM Yield
3.05%
Turnover
15%

Morningstar’s Analysis POCEX

Will POCEX outperform in future?

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

Summary

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The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Pacific Funds Port Optim Agrsv-Gr C 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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