Pacific Financial Fund Family Report
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  • Select a Fund Family
  • Performance
    12-31-17

    Total ReturnCategory Average
    Total Return4.50-1.865.5113.40--
    Category Average8.15-1.157.1216.061.61
    Assets for Each Yr*0.670.961.331.401.40
    *billions

    Trailing Returns %
    12-31-17

      YTD 3 Year 5 Year    
    Fund Family 13.40 5.50 7.72

    Key Stats
    12-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,400 mil $5,000 99.04 0.96
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 1.5 52.05 1.87 Above Avg
    International Stock 1.8 6.44 1.93 Above Avg
    Municipal Bond -- -- -- --
    Taxable Bond 1.2 0.38 1.66 Above Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    01-05-18

      Sector YTD Return % % Net Assets  

    Best 5-Year Relative Performance | More
    01-05-18

    Worst 5-Year Relative Performance | More
    01-05-18

    Lowest Expenses | More
    01-05-18

    Highest Expenses | More
    01-05-18

    Longest Manager Tenure | More
    01-05-18

    Fund Name   Manager Name Avg Manager Tenure  
    Pacific Financial Co Jennifer L. Enstad 6.90
    Pacific Financial Ex Jennifer L. Enstad 6.90
    Pacific Financial In Jennifer L. Enstad 6.90
    Pacific Financial St Jennifer L. Enstad 6.90
    Pacific Financial Ta Jennifer L. Enstad 6.90

    Shortest Manager Tenure | More
    01-05-18

    Fund Name   Manager Name Avg Manager Tenure  
    Pacific Financial Fl Jennifer L. Enstad 1.80
    Pacific Financial Dy Jennifer L. Enstad 1.90
    Pacific Financial Ft Jennifer L. Enstad 3.30
    Pacific Financial Co Jennifer L. Enstad 6.90
    Pacific Financial Ex Jennifer L. Enstad 6.90