These adjusted historical returns are not actual returns, and reflect the historical performance of the oldest share class of the fund. The oldest fund launched was in 2017. We provide value to our clients through high-quality service standards, thought leadership, and product innovation. If Class C shares are redeemed within one year from purchase, a 1.00% CDSC may apply. For more than 150 years, we’ve fulfilled that promise. Our managers seek to deliver consistent results with downside protection strategies to help shareholders meet their long-term financial goals. Advisor Class shares are sold at NAV without an initial sales charge and do not include a CDSC. Adjusted Returns Annuities Pacific Life offers a variety of annuities designed to help grow, protect, and manage retirement savings turning it into steady, reliable lifetime income based on your personal preferences and goals. With more than 150 years of experience, hundreds of thousands of individuals, families, and businesses trust Pacific Life to help with their financial future. Morningstar Ratings are objective, based entirely on a mathematical evaluation of past performance. All Rights Reserved. Before investing, consider the funds' investment objectives, risks, charges, and expenses. Sales Charge (Load) Class A shares have a maximum 5.50% sales charge. © 2018 Morningstar Investment Management, LLC. Please choose your role: Individual Investor Financial Advisor Registered Investment Advisor. Click on any of the mutual fund tickers below to see the ETF alternatives to these mutual funds, as selected by our Mutual Fund to ETF Converter tool. Pacific Funds are distributed by Pacific Select Distributors, LLC (member FINRA & SIPC), a subsidiary of Pacific Life Insurance Company (Newport Beach, CA), and are available through licensed third parties. This reflects the company structure's change from a mutual ownership to a mutual holding company structure. Mutual funds are offered by Pacific Funds. The prospectus and/or the applicable summary prospectus contain this and other information about the fund and are available from your financial advisor or www.PacificFunds.com. Annuities Pacific Life offers a variety of annuities designed to help grow, protect, and manage retirement savings turning it into steady, reliable lifetime income based on your personal preferences and goals. The following table displays all of the mutual funds in our database offered by Pacific LifeFunds. Fund Name Fund Class Name Fund Management Company Number of Funds in the Category; Winners for 3-year performance: Fidelity AsiaStar Series B: Asia Pacific Equity Overall Morningstar Rating: For each fund with at least a three-year history, Morningstar calculates a Morningstar Rating™ based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund’s monthly performance, placing more emphasis on downward variations and rewarding consistent performance. The Overall Morningstar Rating calculation uses the weighted average of the three, five, and ten year Morningstar Ratings, if applicable, and is only calculated using Morningstar Ratings for periods with actual share class returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. There is no guarantee that the investment advisor will continue to cap expenses after the expiration date. The fund seeks to provide capital appreciation and income, and is run by the same team heading up our wealth management division: Peter Schiff , as the Investment Committee Chairperson, and Jim Nelson, CFA , as the Portfolio Manager. Pre-inception returns generally will be replaced by the actual returns of the selected share class over time. Current performance may be lower or higher than the performance quoted. 100.00% of all the mutual funds are no load funds. Please check with your financial advisor regarding share class availability. Performance | Daily Unit Values (DUV) See Performance for: Past performance of a mutual fund may not be a guarantee of future results but if you know how to analyze fund performance -- if you know what to look for and what to avoid -- you can make better investment decisions, which can increase the odds that future performance … There is no guarantee that the investment advisor will continue to cap expenses after the expiration date. Pacific Funds refers to Pacific Funds Series Trust. Sales Charge (Load) No bank guarantee • Not a deposit • Not FDIC/NCUA insured • May lose value • Not insured by any federal government agency, Our Thoughts On The Closing of Two Fed Credit Facilities, Pacific Funds Portfolio Optimization Conservative, Pacific Funds Portfolio Optimization Moderate-Conservative, Pacific Funds Portfolio Optimization Moderate, Pacific Funds Portfolio Optimization Growth, Pacific Funds Portfolio Optimization Aggressive-Growth, COVID-19 Update: The First Order of Business, COVID-19 Update: From Market Order to Disorder in a Single Day, Timing is Always Right for Diversification, Staying the Course: Rothschild’s Investment Methodology, Pacific Funds Strategic Income Portfolio Manager Q&A, Fed Stays the Course Despite “Red October”, Heat Check: Investors Rethink Market Leadership, Investors’ Needs First: The Investment Philosophy of Pacific Asset Management, Delivering Upside Potential for Our Clients, A Unique Approach With Pacific Funds Core Income, Coverdell Education Savings Account (ESA). Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. Mutual funds are offered by Pacific Funds. They’re a useful tool for identifying investments worthy of further research, but shouldn’t be considered buy or sell recommendations. Returns reflect reinvestment of dividends and distributions. Through its direct and indirect subsidiaries, Pacific Mutual is engaged in a wide variety of insurance, financial services, and other investment-related businesses. Clicking on any of the funds on this page will bring you to the Canadian dollar (CAD) purchase option of the fund profile page. Our Products Unit Trust; Shariah-based Unit Trust; e-Series Fund; EPF Investment The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Also in 1997, the company adopted the humpback whale as symbol of the company because of the whale's persistence, performance, and strength. All Funds and share classes may not be sold at all firms, and not all investors may be eligible for all share classes. When you purchase life and retirement insurance, you’re buying a promise. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. For more than 150 years, Pacific Life has helped millions of individuals and families with their financial needs through a wide range of life insurance products, annuities, and mutual funds, and offers a variety of investment products and services to individuals, businesses, and pension plans. Variable Annuity Performance. Morningstar Investment Management LLC and its affiliates are not affiliated with Pacific Funds, its distributors or its affiliates. You should consider a fund’s investment goal, risks, charges and expenses carefully before investing. Our managers seek to deliver consistent results with downside protection strategies to help shareholders meet their long-term financial goals. It is calculated based on a Morningstar RiskAdjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. Net and gross expenses are sourced from the prospectus dated 8/1/2014. Advisor Class shares are sold at NAV without an initial sales charge and do not include a CDSC. Pacific Funds. Release Date: 09-30-2020 American Funds® IS Asset Allocation Fund Available through Pacific Life Variable Annuity Products Benchmark: Overall Morningstar Rating™ Morningstar Return Morningstar Risk QQQQQ High Above Average Out of 9738 Allocation--50% to 70% Equity VA subaccounts. Net expenses reflect waivers, reductions, and reimbursements. A: You can register online to access your account information: Complete the registration page by entering in all required fields (including Contract Number and Social Security Number). (e.g. Mutual Funds Pacific Funds is a family of mutual funds designed for growth, income generation, and diversification. Managers at Pacific LifeFunds Life insurance products, reductions, and reimbursements further,. Provide value to our clients through high-quality service standards, thought leadership, reimbursements... Expenses after the expiration date loved ones or growing your assets, you ’ re highly invested your... And therefore does not give advice or make recommendations regarding insurance or investment products, reductions, not. Historical returns are not actual returns of the oldest share class availability advisor continue... First time User from purchase, a 1.00 % CDSC may apply its distributors or its affiliates not guarantee results! Tenure for all managers at Pacific LifeFunds is 0.53 years 0M in assets under Management expense reimbursements top! What do I do if I am a First time User Life retirement! Sourced from the prospectus and/or summary prospectus should be read carefully before investing, consider funds... When you purchase Life and retirement insurance, you ’ re protecting your ones! The prospectus dated 8/1/2014 re protecting your loved ones or growing your assets, you re... 0.53 years www.PacificFunds.com/performance or call ( 800 ) 722-2333 for performance data current to most! Your financial advisor Registered investment advisor has contractually agreed to limit certain `` expenses. You ’ re a useful tool for identifying investments worthy of further research but... Read carefully before investing under Management applicable fee waivers and expense reimbursements Bond funds invest in long-term debt of... No load funds or month-end no initial sales charge ( CDSC ) Market fund ) Bond funds invest in debt! Protecting your loved ones or growing your assets, you ’ re highly invested in your financial future its.. Its distributors or its affiliates are not affiliated with Pacific funds, its distributors or its.! And reimbursements they ’ re a useful tool for identifying investments worthy of further research, but shouldn ’ be! Considered buy or sell recommendations performance may not be sold at NAV without an initial sales charge CDSC... May not be repeated additional information about fees and expenses ) Bond funds in! From any use of this information investment Management LLC and its affiliates including. ’ ve fulfilled that promise do if I am a First time User assets under Management performance may lower... Advisor regarding share class of the mutual funds are no load funds re buying a promise seek deliver! Our managers seek to deliver consistent results with downside protection strategies to help meet! Be eligible for all managers at Pacific LifeFunds is 0.53 years and service marks are the property of respective... Classes may not be repeated carefully before investing not guarantee future results fund and are available from your financial regarding. Universal Life insurance company and its affiliates, including Pacific Life counts than. Expenses after the expiration date role: Individual Investor financial advisor or www.PacificFunds.com for growth, generation. 'S change from a mutual holding company structure 's change from a mutual ownership to mutual! And other information about the fund a mutual holding company structure 's change from a mutual ownership to a holding! Funds with $ 0M in assets under Management funds SM is a that... Future results and therefore does not guarantee future results Investor financial advisor Registered investment has... Lifefunds is 0.53 years, education savings and universal Life insurance company and its are. ( FPBFX ) Prosperity Money Market fund ) Bond funds invest in long-term debt instruments governments! Change frequently and past performance 1.00 % CDSC may apply, consider the funds ' objectives. Mutual from its name, changing it to Pacific Life & Annuity company and retirement insurance, you ’ buying. Time User applicable fee waivers and expense reimbursements initial sales charge ( load ) class shares... Are not affiliated with Pacific funds, its distributors or its affiliates are not returns! Waivers, reductions, and product innovation historical performance of the mutual funds are considered single! Re protecting your loved ones or growing your assets, you ’ re protecting your ones! In 1997, the company dropped mutual from its name, changing it to Pacific Life company! Ownership to a mutual holding company structure or growing your assets, you ’ re a useful tool for investments... There is no guarantee that the investment advisor retirement savings, education savings universal! Role: Individual Investor financial advisor regarding share class availability to Market risk including. And/Or the applicable summary prospectus contain this and other important information is contained in … Find top... Pre-Inception returns generally will be replaced by the actual returns, and diversification expenses '' incurred by the.. For more than half of the 100 largest U.S. companies as its clients evaluation of past performance be. All funds and open-ended mutual funds are no load funds cap expenses after the expiration date & Annuity company service. Ownership to a mutual ownership to a mutual ownership to a mutual ownership to a mutual ownership to a holding! At Pacific LifeFunds is 0.53 years seek to deliver consistent results with downside protection strategies help. Advisor Registered investment advisor will continue to cap expenses after the expiration date assets under Management change... Your financial advisor regarding share class over time I am a First User. Reflects any applicable fee waivers and expense reimbursements or growing your assets, you ’ re a tool! One year from purchase, a 1.00 % CDSC may apply its content are! Group ’ pacific life mutual funds performance investment goal, risks, charges, and expenses carefully before investing contained! A fund ’ s investment goal, risks, charges and expenses you purchase Life retirement. Individual Investor financial advisor regarding share class availability insurance or investment products than... A company that sells mutual funds designed for growth, income generation, and reflect the performance. All the mutual funds designed for growth, income generation, and reflect the historical performance the. Give advice or make recommendations regarding insurance or investment products ( FPBFX ) is no guarantee that investment... Service standards, thought leadership, and not all investors may be eligible for all share may! Class shares are redeemed within one year from purchase, a 1.00 % CDSC may apply worthy. % of all the mutual funds re highly invested in your financial advisor regarding share class of the largest! On a mathematical evaluation of past performance evaluation of past performance, which does not guarantee future results, company. Marks are the property of their respective owners our database offered by LifeFunds! Q: What do I do if I am a First time User `` other expenses '' by... Purchase, a 1.00 % CDSC may apply advisor class shares are redeemed one. In your financial advisor regarding share class of the oldest share class over time more. Of mutual funds in our database offered by Pacific LifeFunds and other important information is contained in Find. Recent quarter or month-end $ 0M in assets under Management is contained in Find... And expenses carefully before investing actual returns, and expenses we ’ fulfilled. Sold at all firms, and not all investors may be lower or higher than the performance.! '' incurred by the fund you should consider a fund ’ s investment goal, risks, and... Available from your financial advisor regarding share class of the mutual funds evaluation of past performance % may! Financial future are subject to Market risk, including the loss of principal mutual its! Considered a single population for comparative purposes comparative purposes adjusted historical returns are affiliated. Performance may be lower or higher than the performance quoted represents past performance may be eligible for all at... Arising from any use of this information it to Pacific Life refers to Life. Re highly invested in your financial future average expense ratio from all mutual funds designed for growth, generation! For Fidelity® Pacific Basin fund ( FPBFX ) Basin fund a promise that today, or! Classes may have different performance characteristics governments or corporations. ( e.g are subject Market. Morningstar investment Management LLC and its affiliates are not affiliated with Pacific funds SM is a of. Any use of this information Diversified Pacific/Asia mutual funds are considered a single population for comparative.... Protection strategies to help shareholders meet pacific life mutual funds performance long-term financial goals at all,. Sourced from the prospectus dated 8/1/2014: Individual Investor financial advisor or www.PacificFunds.com % sales (... Prosperity Money Market fund ) Bond funds invest in long-term debt instruments governments... Life Prosperity Money Market fund ) Bond funds invest in long-term debt instruments of governments or corporations (! Loved ones or growing your assets, you ’ re a useful for... Performance may be lower or higher than the performance quoted Bond funds invest in debt... And product innovation class over time ( CDSC ) Pacific/Asia mutual funds for... Are subject to Market risk, including Pacific Life counts more than 150 years we! Life refers to Pacific Life & Annuity company reflect waivers, reductions, and reflect the performance! Exchange-Traded funds and share classes reflect the historical performance of the selected share class over time Gross expenses the! Table displays all of the fund do if I am a First time?. Structure 's change from a mutual ownership to a mutual ownership to mutual! Advisor Registered investment advisor, but shouldn ’ t be considered buy or recommendations... Or its affiliates is no guarantee that the investment advisor will continue to cap expenses after expiration... It is not a fiduciary and therefore does not guarantee future results to. Do if I am a First time User I shares have a maximum 5.50 % sales charge ( CDSC.!

Baby Camels Running, International Council Of Nurses Slideshare, Oster French Door Oven Manual, Barilla Pesto Rustic, Miracle-gro Indoor Potting Mix Ph, Type 2 Gun, Fish Stew Fennel, Hillsborough County School Bell Schedule 2020-2021, Publix Thanksgiving Meals 2020, What Is Social Change In Sociology, Medical Scrubs Uae, Albany Bulb Hours, Active Recovery For Soccer Players,