Pacific Financial Fund Family Report
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  • Select a Fund Family
  • Performance
    02-28-17

    Total ReturnCategory Average
    Total Return18.184.50-1.725.513.41
    Category Average18.568.15-1.157.124.18
    Assets for Each Yr*0.420.670.961.331.41
    *billions

    Trailing Returns %
    02-28-17

      YTD 3 Year 5 Year    
    Fund Family 3.41 3.18 6.58

    Key Stats
    02-28-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,409 mil $5,000 91.82 8.18
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 1.3 45.03 1.87 Above Avg
    International Stock 1.2 4.82 1.93 Above Avg
    Municipal Bond -- -- -- --
    Taxable Bond 1.3 5.20 1.88 Very High
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-23-17

      Sector YTD Return % % Net Assets  

    Best 5-Year Relative Performance | More
    03-23-17

    Worst 5-Year Relative Performance | More
    03-23-17

    Lowest Expenses | More
    03-23-17

    Highest Expenses | More
    03-23-17

    Longest Manager Tenure | More
    03-23-17

    Fund Name   Manager Name Avg Manager Tenure  
    Pacific Financial Co Jennifer L. Enstad 9.70
    Pacific Financial Ex Jennifer L. Enstad 9.70
    Pacific Financial In Jennifer L. Enstad 9.70
    Pacific Financial St Jennifer L. Enstad 9.70
    Pacific Financial Ta Jennifer L. Enstad 9.70

    Shortest Manager Tenure | More
    03-23-17

    Fund Name   Manager Name Avg Manager Tenure  
    Pacific Financial Fl Jennifer L. Enstad 1.30
    Pacific Financial Dy Jennifer L. Enstad 1.50
    Pacific Financial Ft Jennifer L. Enstad 3.80
    Pacific Financial Co Jennifer L. Enstad 9.70
    Pacific Financial Ex Jennifer L. Enstad 9.70