Pacific Funds Series Trust Fund Family Report
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  • Select a Fund Family
  • Performance
    08-31-19

    Total ReturnCategory Average
    Total Return-1.007.4111.01-4.7511.74
    Category Average-1.867.1310.60-4.2410.25
    Assets for Each Yr*7.728.178.919.0610.15
    *billions

    Trailing Returns %
    08-31-19

      YTD 3 Year 5 Year    
    Fund Family 11.74 6.15 4.39

    Key Stats
    08-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $10,150 mil $0 36.37 63.63
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.6 19.32 1.15 Average
    International Stock 3.5 2.15 0.96 Below Avg
    Municipal Bond -- -- -- --
    Taxable Bond 4.0 40.91 0.91 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-16-19

      Sector YTD Return % % Net Assets  

    Best 5-Year Relative Performance | More
    09-16-19

    Worst 5-Year Relative Performance | More
    09-16-19

    Lowest Expenses | More
    09-16-19

    Highest Expenses | More
    09-16-19

    Longest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Pacific Funds Port O Howard T. Hirakawa 9.70
    Pacific Funds Port O Howard T. Hirakawa 9.70
    Pacific Funds Port O Howard T. Hirakawa 9.70
    Pacific Funds Port O Howard T. Hirakawa 9.70
    Pacific Funds Port O Howard T. Hirakawa 9.70

    Shortest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Pacific Funds Divers J. Paul Dokas 0.20
    Pacific Funds Ultra Ying Qiu 0.20
    Pacific Funds Small/ Joseph Bellantoni 2.90
    Pacific Funds Small- Joseph Bellantoni 2.90
    Pacific Funds Small- Joseph Bellantoni 2.90