Pacific Financial Fund Family Report
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  • Select a Fund Family
  • Performance
    06-30-17

    Total ReturnCategory Average
    Total Return18.184.50-1.725.515.82
    Category Average18.568.15-1.157.127.23
    Assets for Each Yr*0.420.670.961.331.56
    *billions

    Trailing Returns %
    06-30-17

      YTD 3 Year 5 Year    
    Fund Family 5.82 3.58 7.11

    Key Stats
    06-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,559 mil $5,000 92.88 7.12
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 1.1 45.06 1.87 Above Avg
    International Stock 2.0 5.10 1.93 Above Avg
    Municipal Bond -- -- -- --
    Taxable Bond 1.2 5.05 1.66 Above Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    07-25-17

      Sector YTD Return % % Net Assets  

    Best 5-Year Relative Performance | More
    07-25-17

    Worst 5-Year Relative Performance | More
    07-25-17

    Lowest Expenses | More
    07-25-17

    Highest Expenses | More
    07-25-17

    Longest Manager Tenure | More
    07-25-17

    Fund Name   Manager Name Avg Manager Tenure  
    Pacific Financial Co Jennifer L. Enstad 10.10
    Pacific Financial Ex Jennifer L. Enstad 10.10
    Pacific Financial In Jennifer L. Enstad 10.10
    Pacific Financial St Jennifer L. Enstad 10.10
    Pacific Financial Ta Jennifer L. Enstad 10.10

    Shortest Manager Tenure | More
    07-25-17

    Fund Name   Manager Name Avg Manager Tenure  
    Pacific Financial Fl Jennifer L. Enstad 1.70
    Pacific Financial Dy Jennifer L. Enstad 1.90
    Pacific Financial Ft Jennifer L. Enstad 4.20
    Pacific Financial Co Jennifer L. Enstad 10.10
    Pacific Financial Ex Jennifer L. Enstad 10.10