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.
- NAV / 1-Day Return 9.70 / 1.02 %
- Total Assets 799.9 Mil
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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%
Morningstar’s Analysis POMCX
Will POMCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.