Pacific Funds is trading at 10.55 as of the 24th of November 2024; that is 0.09% up since the beginning of the trading day. The fund's open price was 10.54. Pacific Funds has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Pacific Funds Strategic are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 4th of January 2023 and ending today, the 24th of November 2024. Click here to learn more.
The fund invests principally in income producing debt instruments. Its allocations to non-investment grade debt instruments and investment grade debt instruments will change based on the sub-advisers view of market conditions and, as a result, may range from up to 70 percent of the funds assets in non-investment grade debt instruments and floating rate loans to up to 65 percent of the funds assets in investment grade debt instruments, including corporate debt securities, asset-backed securities, mortgage-related securities, U.S. More on Pacific Funds Strategic
Pacific Funds Strategic [PLSTX] is traded in USA and was established 24th of November 2024. Pacific Funds is listed under Pacific Funds Series Trust category by Fama And French industry classification. The fund is listed under Multisector Bond category and is part of Pacific Funds Series Trust family. This fund at this time has accumulated 1.48 B in assets with no minimum investment requirementsPacific Funds Strategic is currently producing year-to-date (YTD) return of 5.15% with the current yeild of 0.0%, while the total return for the last 3 years was 1.85%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Pacific Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Pacific Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Pacific Funds Strategic Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Pacific Funds Strategic Mutual Fund Constituents
Other Information on Investing in Pacific Mutual Fund
Pacific Funds financial ratios help investors to determine whether Pacific Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Pacific with respect to the benefits of owning Pacific Funds security.