Advertisement
Skip to Content
Morningstar

Pacific Funds Port Optim Mod C POMCX

Morningstar Analyst Rating
Quantitative rating as of | See Pacific Funds Investment Hub
  • NAV / 1-Day Return 9.70  /  1.02 %
  • Total Assets 799.9 Mil
  • Adj. Expense Ratio
    —
  • Expense Ratio 1.980%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Allocation—50% to 70% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 0.00
  • Turnover 20%

USD | NAV as of Feb 04, 2023 | 1-Day Return as of Feb 04, 2023, 1:32 AM GMT+00:00

Morningstar’s Analysis POMCX

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

People Pillar

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

Summary

|

Weakness in Pacific Funds Port Optim Mod 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.

Unlock our full analysis with Morningstar Investor