pacific life mutual funds performance

Pacific Funds refers to Pacific Funds Series Trust. Click on any of the mutual fund tickers below to see the ETF alternatives to these mutual funds, as selected by our Mutual Fund to ETF Converter tool. With more than 150 years of experience, hundreds of thousands of individuals, families, and businesses trust Pacific Life to help with their financial future. The oldest fund launched was in 2012. All Rights Reserved. Unitholders Hotline. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. There are four (4) basic types of mutual funds in the market: Money Market Funds invest in short-term debt instruments like time deposits. All Funds and share classes may not be sold at all firms, and not all investors may be eligible for all share classes. See iA Financial Group’s investment fund performance for our retirement savings, education savings and universal life insurance products. Third-party trademarks and service marks are the property of their respective owners. We provide value to our clients through high-quality service standards, thought leadership, and product innovation. Pre-inception returns generally will be replaced by the actual returns of the selected share class over time. Q: What do I do if I am a First Time User? A fund’s performance, ... variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Net expenses reflect waivers, reductions, and reimbursements. Our managers seek to deliver consistent results with downside protection strategies to help shareholders meet their long-term financial goals. Morningstar Ratings are objective, based entirely on a mathematical evaluation of past performance. You should consider a fund’s investment goal, risks, charges and expenses carefully before investing. Please check with your financial advisor regarding share class availability. Fund performance may represent the performance of the share class as of the fund inception date which may differ from the share class inception date. Morningstar Investment Management LLC and its affiliates are not affiliated with Pacific Funds, its distributors or its affiliates. Class I shares have no initial sales charge or CDSC. The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. Morningstar Ratings for other share classes may have different performance characteristics. Mutual funds are offered by Pacific Funds. Morningstar Investment Management LLC and its affiliates are not affiliated with Pacific Funds, its distributors or its affiliates. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. There is no guarantee that the investment advisor will continue to cap expenses after the expiration date. Mutual Funds Pacific Funds is a family of mutual funds designed for growth, income generation, and diversification. A: You can register online to access your account information: Complete the registration page by entering in all required fields (including Contract Number and Social Security Number). This section provides details about top performing funds, mutual funds, mutual fund manager, price mutual funds, best mutual funds, nav of mutual funds; best performing mutual funds, Best Performing NFOs, Compare Funds, Best MF Performers, Latest NAVs. Our managers seek to deliver consistent results with downside protection strategies to help shareholders meet their long-term financial goals. The Pacific Financial Group Funds The Pacific Financial Group is a company that sells mutual funds with $2,447M in assets under management. For more than 150 years, we’ve fulfilled that promise. Selective, Nimble, Experienced. 100.00% of all the mutual funds are no load funds. Past performance of a mutual fund may not be a guarantee of future results but if you know how to analyze fund performance -- if you know what to look for and what to avoid -- you can make better investment decisions, which can increase the odds that future performance … With more than 150 years of experience, hundreds of thousands of individuals, families, and businesses trust Pacific Life to help with their financial future. Net and gross expenses are sourced from the prospectus dated 8/1/2014. 100.00% of all the mutual funds are no load funds. Our managers seek to deliver consistent results with downside protection strategies to help shareholders meet their long-term financial goals. Performance for different shares classes may differ. You should consider a fund’s investment goal, risks, charges and expenses carefully before investing. All Rights Reserved. Class A shares have a maximum 5.50% sales charge. Italicized Stars: Morningstar Ratings may be based, in part, on adjusted historical returns for periods prior to the inception of the selected share class (italicized stars). The following table displays all of the mutual funds in our database offered by Pacific LifeFunds. Find the top rated Diversified Pacific/Asia mutual funds. And so are we. For more than 150 years, Pacific Life has helped millions of individuals and families with their financial needs through a wide range of life insurance products, annuities, and mutual funds, and offers a variety of investment products and services to individuals, businesses, and pension plans. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. Pacific Funds SM is a family of mutual funds designed for growth, income generation, and diversification. Please see the prospectus for additional information about fees and expenses. We provide value to our clients through high-quality service standards, thought leadership, and product innovation. Our managers seek to deliver consistent results with downside protection strategies to help shareholders meet their long-term financial goals. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Pacific FundsSM is a family of mutual funds designed for growth, income generation, and diversification. Morningstar Ratings for other share classes may have different performance characteristics. Class A shares have a maximum 5.50% sales charge. Our managers seek to deliver consistent results with downside protection strategies to help shareholders meet their long-term financial goals. Please see the prospectus for additional information about fees and expenses. There is no guarantee that the investment advisor will continue to cap expenses after the expiration date. No Stars: Funds without 3 or more years of actual total returns since inception do not have Morningstar Ratings, as Morningstar does not calculate ratings unless a fund reaches at least a three-year history. Pacific Funds are distributed by Pacific Select Distributors, LLC (member FINRA & SIPC), a subsidiary of Pacific Life Insurance Company (Newport Beach, CA), and are available through licensed third parties. Class B shares have a maximum 5.00% contingent deferred sales charge (CDSC). Variable Annuities. It is calculated based on a Morningstar RiskAdjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. (e.g. This reflects the company structure's change from a mutual ownership to a mutual holding company structure. They’re a useful tool for identifying investments worthy of further research, but shouldn’t be considered buy or sell recommendations. The average expense ratio from all mutual funds is 950.64%. No bank guarantee • Not a deposit • Not FDIC/NCUA insured • May lose value • Not insured by any federal government agency, Our Thoughts On The Closing of Two Fed Credit Facilities, Pacific Funds Portfolio Optimization Conservative, Pacific Funds Portfolio Optimization Moderate-Conservative, Pacific Funds Portfolio Optimization Moderate, Pacific Funds Portfolio Optimization Growth, Pacific Funds Portfolio Optimization Aggressive-Growth, COVID-19 Update: The First Order of Business, COVID-19 Update: From Market Order to Disorder in a Single Day, Timing is Always Right for Diversification, Staying the Course: Rothschild’s Investment Methodology, Pacific Funds Strategic Income Portfolio Manager Q&A, Fed Stays the Course Despite “Red October”, Heat Check: Investors Rethink Market Leadership, Investors’ Needs First: The Investment Philosophy of Pacific Asset Management, Delivering Upside Potential for Our Clients, A Unique Approach With Pacific Funds Core Income, Coverdell Education Savings Account (ESA). The Euro Pacific International Value Fund is a new mutual fund that offers investors of varied means access to a diversified, actively managed portfolio. Pacific FundsSM is a family of mutual funds designed for growth, income generation, and diversification. Compare reviews and ratings on Financial mutual funds from Morningstar, S&P, and others to help find the best Financial mutual fund for you. Pacific Funds refers to Pacific Funds Series Trust. Performance shown prior to the share class inception dates is that of Class I shares (Class A shares for Portfolio Optimization Funds), restated to reflect the higher service/12B-1 fees applicable share class. Performance for different shares classes may differ. The prospectus and/or the applicable summary prospectus contain this and other information about the fund and are available from your financial advisor or www.PacificFunds.com. Performance data quoted represents past performance, which does not guarantee future results. Visit www.PacificFunds.com/performance or call (800) 722-2333  for performance data current to the most recent quarter or month-end. If Class C shares are redeemed within one year from purchase, a 1.00% CDSC may apply. The fund seeks to provide capital appreciation and income, and is run by the same team heading up our wealth management division: Peter Schiff , as the Investment Committee Chairperson, and Jim Nelson, CFA , as the Portfolio Manager. Also in 1997, the company adopted the humpback whale as symbol of the company because of the whale's persistence, performance, and strength. The prospectus and/or summary prospectus should be read carefully before investing. Advisor Class shares are sold at NAV without an initial sales charge and do not include a CDSC. Our managers seek to deliver consistent results with downside protection strategies to help shareholders meet their long-term financial goals. Annuities Pacific Life offers a variety of annuities designed to help grow, protect, and manage retirement savings turning it into steady, reliable lifetime income based on your personal preferences and goals. Pacific Life counts more than half of the 100 largest U.S. companies as its clients. Pacific LifeFunds is a company that sells mutual funds with $0M in assets under management. Mutual Funds are sold by prospectus. With more than 150 years of experience, hundreds of thousands of individuals, families, and businesses trust Pacific Life to help with their financial future. They’re a useful tool for identifying investments worthy of further research, but shouldn’t be considered buy or sell recommendations. Variable Annuities. The investment advisor has contractually agreed to limit certain "Other Expenses" incurred by the Fund that exceed the annual rate. Please choose your role: Individual Investor Financial Advisor Registered Investment Advisor. Variable Annuity Performance. Sales Charge (Load) Italicized Stars: Morningstar Ratings may be based, in part, on adjusted historical returns for periods prior to the inception of the selected share class (italicized stars). Pacific Funds are distributed by Pacific Select Distributors, LLC (member FINRA & SIPC), a subsidiary of Pacific Life Insurance Company (Newport Beach, CA), and are available through licensed third parties. Pacific Life counts more than half of the 100 largest U.S. companies as its clients. Before investing, consider the funds' investment objectives, risks, charges, and expenses. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. Research information including trailing returns and hypothetical growth for Fidelity® Pacific Basin Fund. Third-party trademarks and service marks are the property of their respective owners. Performance; Fixed Indexed Annuities; Immediate Annuities; Deferred … Whether you’re protecting your loved ones or growing your assets, you’re highly invested in your financial future. Overall Morningstar Rating: For each fund with at least a three-year history, Morningstar calculates a Morningstar Rating™ based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund’s monthly performance, placing more emphasis on downward variations and rewarding consistent performance. Gross expenses reflects the total annual operating expenses paid by the Fund. Gross expenses reflects the total annual operating expenses paid by the Fund. No Stars: Funds without 3 or more years of actual total returns since inception do not have Morningstar Ratings, as Morningstar does not calculate ratings unless a fund reaches at least a three-year history. Class B shares have a maximum 5.00% contingent deferred sales charge (CDSC). Performance reflects any applicable fee waivers and expense reimbursements. Clicking on any of the funds on this page will bring you to the Canadian dollar (CAD) purchase option of the fund profile page. Annualized Operating Expenses The investment return and principal value of an investment will fluctuate so that shares, when redeemed, may be worth more or less than the original cost. Adjusted Returns Advisor Class shares are sold at NAV without an initial sales charge and do not include a CDSC. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. The prospectus and/or the applicable summary prospectus contain this and other information about the fund and are available from your financial advisor or www.PacificFunds.com. Variable Annuities. Current performance may be lower or higher than the performance quoted. © 2018 Morningstar Investment Management, LLC. Performance data quoted represents past performance, which does not guarantee future results. The investment return and principal value of an investment will fluctuate so that shares, when redeemed, may be worth more or less than the original cost. Class R shares are sold without sales charge. In 1997, the company dropped mutual from its name, changing it to Pacific Life Insurance Company. Performance reflects any applicable fee waivers and expense reimbursements. Overall Morningstar Rating: For each fund with at least a three-year history, Morningstar calculates a Morningstar Rating™ based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund’s monthly performance, placing more emphasis on downward variations and rewarding consistent performance. Morningstar Ratings are objective, based entirely on a mathematical evaluation of past performance. Our Products Unit Trust; Shariah-based Unit Trust; e-Series Fund; EPF Investment Pacific Funds refers to Pacific Funds Series Trust. Fund performance may represent the performance of the share class as of the fund inception date which may differ from the share class inception date. Annualized Operating Expenses Pacific Funds SM is a family of mutual funds designed for growth, income generation, and diversification. This and other important information is contained in … Give us a call at +603 2022 5000. Pacific Funds SM is a family of mutual funds designed for growth, income generation, and diversification. No bank guarantee • Not a deposit • Not FDIC/NCUA insured • May lose value • Not insured by any federal government agency, Our Thoughts On The Closing of Two Fed Credit Facilities, Pacific Funds Portfolio Optimization Conservative, Pacific Funds Portfolio Optimization Moderate-Conservative, Pacific Funds Portfolio Optimization Moderate, Pacific Funds Portfolio Optimization Growth, Pacific Funds Portfolio Optimization Aggressive-Growth, COVID-19 Update: The First Order of Business, COVID-19 Update: From Market Order to Disorder in a Single Day, Timing is Always Right for Diversification, Staying the Course: Rothschild’s Investment Methodology, Pacific Funds Strategic Income Portfolio Manager Q&A, Fed Stays the Course Despite “Red October”, Heat Check: Investors Rethink Market Leadership, Investors’ Needs First: The Investment Philosophy of Pacific Asset Management, Delivering Upside Potential for Our Clients, A Unique Approach With Pacific Funds Core Income, Coverdell Education Savings Account (ESA). The average manager tenure for all managers at Pacific LifeFunds is 0.53 years. Release Date: 09-30-2020 American Funds® IS Asset Allocation Fund Available through Pacific Life Variable Annuity Products Benchmark: Overall Morningstar Rating™ Morningstar Return Morningstar Risk QQQQQ High Above Average Out of 9738 Allocation--50% to 70% Equity VA subaccounts. It is not a fiduciary and therefore does not give advice or make recommendations regarding insurance or investment products. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. Performance; Fixed Indexed Annuities; Immediate Annuities; Deferred … Sun Life Prosperity Money Market Fund) Bond Funds invest in long-term debt instruments of governments or corporations.(e.g. Returns reflect reinvestment of dividends and distributions. The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Past performance is not indicative of future results. Fund Name Fund Class Name Fund Management Company Number of Funds in the Category; Winners for 3-year performance: Fidelity AsiaStar Series B: Asia Pacific Equity For more than 150 years, Pacific Life has helped millions of individuals and families with their financial needs through a wide range of life insurance products, annuities, and mutual funds, and offers a variety of investment products and services to individuals, businesses, and pension plans. Mutual funds are offered by Pacific Funds. Mutual funds are offered by Pacific Funds. A promise that today, tomorrow or ten years from now, we’ll be there. Performance; Fixed Indexed Annuities; Immediate Annuities; Deferred … Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. The Overall Morningstar Rating calculation uses the weighted average of the three, five, and ten year Morningstar Ratings, if applicable, and is only calculated using Morningstar Ratings for periods with actual share class returns. Visit www.PacificFunds.com/performance or call (800) 722-2333  for performance data current to the most recent quarter or month-end. The investment advisor has contractually agreed to limit certain "Other Expenses" incurred by the Fund that exceed the annual rate. Sm is a family of mutual funds are considered a single population for comparative purposes advisor or www.PacificFunds.com choose role... 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