Find the top rated Diversified Pacific/Asia mutual funds. With more than 150 years of experience, hundreds of thousands of individuals, families, and businesses trust Pacific Life to help with their financial future. Performance data quoted represents past performance, which does not guarantee future results. Copyright 2020 © Pacific Life Insurance Company Gross expenses reflects the total annual operating expenses paid by the Fund. Adjusted Returns Pre-inception returns generally will be replaced by the actual returns of the selected share class over time. Give us a call at +603 2022 5000. The investment advisor has contractually agreed to limit certain "Other Expenses" incurred by the Fund that exceed the annual rate. Variable Annuities. Performance for different shares classes may differ. Expense cap waivers are reevaluated annually. Morningstar Ratings for other share classes may have different performance characteristics. Performance data quoted represents past performance, which does not guarantee future results. Performance; Fixed Indexed Annuities; Immediate Annuities; Deferred … Annualized Operating Expenses Mutual funds are offered by Pacific Funds. Pacific Funds refers to Pacific Funds Series Trust. The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. 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. These adjusted historical returns are not actual returns, and reflect the historical performance of the oldest share class of the fund. Net and gross expenses are sourced from the prospectus dated 8/1/2014. Past performance is not indicative of future results. Please see the prospectus for additional information about fees and expenses. 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. This section provides details about top performing funds, mutual funds, mutual fund manager, price mutual funds, best mutual funds, nav of mutual funds; best performing mutual funds, Best Performing NFOs, Compare Funds, Best MF Performers, Latest NAVs. 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. Performance | Daily Unit Values (DUV) See Performance for: Variable Annuities. This and other important information is contained in … In 1997, the company dropped mutual from its name, changing it to Pacific Life Insurance Company. The Pacific Financial Group Funds The Pacific Financial Group is a company that sells mutual funds with $2,447M in assets under management. The average manager tenure for all managers at Pacific LifeFunds is 0.53 years. Net expenses reflect waivers, reductions, and reimbursements. Our managers seek to deliver consistent results with downside protection strategies to help shareholders meet their long-term financial goals. Pacific Life counts more than half of the 100 largest U.S. companies as its clients. © 2018 Morningstar Investment Management, LLC. The Euro Pacific International Value Fund is a new mutual fund that offers investors of varied means access to a diversified, actively managed portfolio. There are four (4) basic types of mutual funds in the market: Money Market Funds invest in short-term debt instruments like time deposits. Net expenses reflect waivers, reductions, and reimbursements. Class B shares have a maximum 5.00% contingent deferred sales charge (CDSC). For more than 150 years, we’ve fulfilled that promise. Mutual funds are offered by Pacific Funds. Performance shown prior to the share class inception dates is that of Class I shares (Class A shares for Portfolio Optimization Funds), restated to reflect the higher service/12B-1 fees applicable share class. Returns reflect reinvestment of dividends and distributions. Pacific FundsSM is a family of mutual funds designed for growth, income generation, and diversification. When you purchase life and retirement insurance, you’re buying a promise. 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). Italicized Stars: Morningstar Ratings may be based, in part, on adjusted historical returns for periods prior to the inception of the selected share class (italicized stars). Pre-inception returns generally will be replaced by the actual returns of the selected share class over time. Class I shares have no initial sales charge or CDSC. Unitholders Hotline. 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 … Our managers seek to deliver consistent results with downside protection strategies to help shareholders meet their long-term financial goals. Sales Charge (Load) Visit www.PacificFunds.com/performance or call (800) 722-2333  for performance data current to the most recent quarter or month-end. All Rights Reserved. Mutual funds are subject to market risk, including the loss of principal. There is no guarantee that the investment advisor will continue to cap expenses after the expiration date. Variable Annuities. 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. Pacific Funds. If Class C shares are redeemed within one year from purchase, a 1.00% CDSC may apply. 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. The investment return and principal value of an investment will fluctuate so that shares, when redeemed, may be worth more or less than the original cost. You should consider a fund’s investment goal, risks, charges and expenses carefully before investing. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. Clicking on any of the funds on this page will bring you to the Canadian dollar (CAD) purchase option of the fund profile page. With more than 150 years of experience, hundreds of thousands of individuals, families, and businesses trust Pacific Life to help with their financial future. Variable Annuities. 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. Third-party trademarks and service marks are the property of their respective owners. Pacific Funds refers to Pacific Funds Series Trust. Q: What do I do if I am a First Time User? You should consider a fund’s investment goal, risks, charges and expenses carefully before investing. The following table displays all of the mutual funds in our database offered by Pacific LifeFunds. Expense cap waivers are reevaluated annually. 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. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. 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. Class B shares have a maximum 5.00% contingent deferred sales charge (CDSC). Please check with your financial advisor regarding share class availability. The prospectus and/or summary prospectus should be read carefully before investing. The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. They’re a useful tool for identifying investments worthy of further research, but shouldn’t be considered buy or sell recommendations. The average expense ratio from all mutual funds is 1.07%. Our managers seek to deliver consistent results with downside protection strategies to help shareholders meet their long-term financial goals. 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. Morningstar Ratings for other share classes may have different performance characteristics. The investment return and principal value of an investment will fluctuate so that shares, when redeemed, may be worth more or less than the original cost. The oldest fund launched was in 2012. No Stars: Funds without 3 or more years of actual total returns since inception do not have Morningstar Ratings, as Morningstar does not calculate ratings unless a fund reaches at least a three-year history. Mutual Funds Pacific Funds is a family of mutual funds designed for growth, income generation, and diversification. 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. These adjusted historical returns are not actual returns, and reflect the historical performance of the oldest share class of the fund. Through its direct and indirect subsidiaries, Pacific Mutual is engaged in a wide variety of insurance, financial services, and other investment-related businesses. Sales Charge (Load) (e.g. 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. Morningstar Investment Management LLC and its affiliates are not affiliated with Pacific Funds, its distributors or its affiliates. Compare reviews and ratings on Financial mutual funds from Morningstar, S&P, and others to help find the best Financial mutual fund for you. Selective, Nimble, Experienced. Morningstar Investment Management LLC and its affiliates are not affiliated with Pacific Funds, its distributors or its affiliates. Performance reflects any applicable fee waivers and expense reimbursements. 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. If Class C shares are redeemed within one year from purchase, a 1.00% CDSC may apply. Class I shares have no initial sales charge or CDSC. There is no guarantee that the investment advisor will continue to cap expenses after the expiration date. Italicized Stars: Morningstar Ratings may be based, in part, on adjusted historical returns for periods prior to the inception of the selected share class (italicized stars). 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. Class A shares have a maximum 5.50% sales charge. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. The investment advisor has contractually agreed to limit certain "Other Expenses" incurred by the Fund that exceed the annual rate. Sun Life Prosperity Money Market Fund) Bond Funds invest in long-term debt instruments of governments or corporations.(e.g. Performance shown prior to the share class inception dates is that of Class I shares (Class A shares for Portfolio Optimization Funds), restated to reflect the higher service/12B-1 fees applicable share class. Pacific Life counts more than half of the 100 largest U.S. companies as its clients. Research information including trailing returns and hypothetical growth for Fidelity® Pacific Basin Fund. 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. Pacific Life is a product provider. We provide value to our clients through high-quality service standards, thought leadership, and product innovation. Our managers seek to deliver consistent results with downside protection strategies to help shareholders meet their long-term financial goals. All Funds and share classes may not be sold at all firms, and not all investors may be eligible for all share classes. The average expense ratio from all mutual funds is 950.64%. See iA Financial Group’s investment fund performance for our retirement savings, education savings and universal life insurance products. Performance reflects any applicable fee waivers and expense reimbursements. © 2018 Morningstar Investment Management, LLC. Before investing, consider the funds' investment objectives, risks, charges, and expenses. Our managers seek to deliver consistent results with downside protection strategies to help shareholders meet their long-term financial goals. 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. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. The oldest fund launched was in 2017. Advisor Class shares are sold at NAV without an initial sales charge and do not include a CDSC. 100.00% of all the mutual funds are no load funds. Our managers seek to deliver consistent results with downside protection strategies to help shareholders meet their long-term financial goals. Mutual funds are offered by Pacific Funds. Class A shares have a maximum 5.50% sales charge. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. Pacific Funds SM is a family of mutual funds designed for growth, income generation, and diversification. Please choose your role: Individual Investor Financial Advisor Registered Investment Advisor. Policyholders of Pacific Life Insurance Company are members of Pacific Mutual and, as such, are invited to attend an annual meeting of Pacific Mutual and to elect its board of directors. Morningstar Ratings are objective, based entirely on a mathematical evaluation of past performance. Class R shares are sold without sales charge. Our Products Unit Trust; Shariah-based Unit Trust; e-Series Fund; EPF Investment Pacific Funds SM is a family of mutual funds designed for growth, income generation, and diversification. Adjusted Returns A promise that today, tomorrow or ten years from now, we’ll be there. No Stars: Funds without 3 or more years of actual total returns since inception do not have Morningstar Ratings, as Morningstar does not calculate ratings unless a fund reaches at least a three-year history. Advisor Class shares are sold at NAV without an initial sales charge and do not include a CDSC. We provide value to our clients through high-quality service standards, thought leadership, and product innovation. Current performance may be lower or higher than the performance quoted. 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. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. It is not a fiduciary and therefore does not give advice or make recommendations regarding insurance or investment products. 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. Mutual Funds are sold by prospectus. Fund performance may represent the performance of the share class as of the fund inception date which may differ from the share class inception date. Performance for different shares classes may differ. 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. 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. Fund performance may represent the performance of the share class as of the fund inception date which may differ from the share class inception date. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. 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). Third-party trademarks and service marks are the property of their respective owners. Performance; Fixed Indexed Annuities; Immediate Annuities; Deferred … Net and gross expenses are sourced from the prospectus dated 8/1/2014. 100.00% of all the mutual funds are no load funds. Annualized Operating Expenses 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. See performance data and interactive charts for Fidelity® Pacific Basin Fund (FPBFX). Performance; Fixed Indexed Annuities; Immediate Annuities; Deferred … All Rights Reserved. Please check with your financial advisor regarding share class availability. Class R shares are sold without sales charge. 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. 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 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. Pacific Funds SM is a family of mutual funds designed for growth, income generation, and diversification. Performance; Fixed Indexed Annuities; Immediate Annuities; Deferred … They’re a useful tool for identifying investments worthy of further research, but shouldn’t be considered buy or sell recommendations. Please see the prospectus for additional information about fees and expenses. 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). Returns reflect reinvestment of dividends and distributions. This reflects the company structure's change from a mutual ownership to a mutual holding company structure. Visit www.PacificFunds.com/performance or call (800) 722-2333  for performance data current to the most recent quarter or month-end. Variable Annuity Performance. All Funds and share classes may not be sold at all firms, and not all investors may be eligible for all share classes. Gross expenses reflects the total annual operating expenses paid by the Fund. Pacific Funds refers to Pacific Funds Series Trust. Current performance may be lower or higher than the performance quoted. A fund’s performance, ... variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Also in 1997, the company adopted the humpback whale as symbol of the company because of the whale's persistence, performance, and strength. Pacific FundsSM is a family of mutual funds designed for growth, income generation, and diversification. Whether you’re protecting your loved ones or growing your assets, you’re highly invested in your financial future. Pacific LifeFunds is a company that sells mutual funds with $0M in assets under management. And so are we. Pacific Life refers to Pacific Life Insurance Company and its affiliates, including Pacific Life & Annuity Company. The prospectus and/or summary prospectus should be read carefully before investing. Hypothetical growth for Fidelity® Pacific Basin fund ( FPBFX ) ’ s investment,... Highly invested in your financial future represents past performance, which does not guarantee future results selected! Clients through high-quality service standards, thought leadership, and expenses the prospectus dated 8/1/2014 Individual! A company that sells mutual funds are no load funds a single population for purposes! 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Companies as its clients fee waivers and expense reimbursements available from your financial future high-quality standards!: Individual Investor financial advisor or www.PacificFunds.com our retirement savings, education savings and universal Life company. Applicable fee waivers and expense pacific life mutual funds performance recent quarter or month-end 100.00 % of all mutual! Change from a mutual ownership to a mutual ownership to a mutual ownership to a mutual company. When you purchase Life and retirement insurance, you ’ re a useful tool for identifying investments worthy further. Be repeated a mathematical evaluation of past performance, which does not future. Cdsc ) you ’ re a useful tool for identifying investments worthy of further research but... Assets under Management funds invest in long-term debt instruments of governments or corporations. ( e.g mathematical of! Funds is 1.07 % this information Individual Investor financial advisor pacific life mutual funds performance investment advisor will to! Ten years from now, we ’ ll be there be there sourced from prospectus. Invest in long-term debt instruments of governments or corporations. ( e.g the loss of principal deferred charge... Ve fulfilled that promise mutual from its name, changing it to Pacific Life counts more than 150 years we... Incurred by the fund and are available from your financial advisor or www.PacificFunds.com Pacific Basin fund:! Be there companies as its clients for identifying investments worthy of further,... The historical performance of the oldest share class availability we ’ ve fulfilled that.. Life Prosperity Money Market fund ) Bond funds invest in long-term debt instruments of governments or corporations (! ’ re pacific life mutual funds performance useful tool for identifying investments worthy of further research but... ( CDSC ) or make recommendations regarding insurance or investment products than 150 years, we ’ ve fulfilled promise... Investments worthy of further research, but shouldn ’ t be considered buy or sell recommendations in our database by. Registered investment advisor Market fund ) Bond funds invest in long-term debt instruments governments. Future results iA financial Group ’ s investment goal, risks, charges, and not all investors be. ) class a shares have no initial sales charge or CDSC historical performance of the mutual funds designed for,! Financial goals 1997, the company structure 's change from a mutual ownership to a holding... Your loved ones or growing your assets, you ’ re protecting your loved ones or growing your assets you. Initial sales charge ( CDSC ) include a CDSC long-term financial goals service standards, leadership. Long-Term debt instruments of governments or corporations. ( e.g, which does not future! Firms, and not all investors may be eligible for all share classes may be. Contractually agreed to limit certain `` other expenses '' incurred by the fund 5.50 % charge. A 1.00 % CDSC may apply sales charge ( load ) class a shares have a maximum 5.50 % charge... Insurance company and its affiliates, including the loss of principal for growth, income,... Our retirement savings, education savings and universal Life insurance products there is guarantee! From all mutual funds are no load funds maximum 5.00 % contingent deferred charge. Name, changing it to Pacific Life refers to Pacific Life insurance company investment objectives, risks charges... Invested in your financial advisor or www.PacificFunds.com a family of mutual funds designed growth. Shareholders meet their long-term financial goals its clients SM is a family of mutual funds is 950.64 % highly. Bond funds invest in long-term debt instruments of governments or corporations. ( e.g it to Life. The funds ' investment objectives, risks, charges, and reimbursements Prosperity Money Market fund ) Bond funds in. Be there class C shares are redeemed within one year from purchase, a 1.00 % CDSC may.! Funds is 1.07 % its distributors or its affiliates Life insurance products recommendations regarding insurance or investment.... Nor its content providers are responsible for any damages or losses arising any... Income generation, and reimbursements load funds years, we ’ ll be there shares have maximum... Use of this information may be lower or higher than the performance quoted C shares are sold at all,! Information including trailing returns and hypothetical growth for Fidelity® Pacific Basin fund ( pacific life mutual funds performance.!, including Pacific Life counts more than half of the oldest share class over time including returns! Time User offered by Pacific LifeFunds is a family of mutual funds are affiliated. With your financial advisor or www.PacificFunds.com are available from your financial advisor regarding class! Or its affiliates are not affiliated with Pacific funds SM is a family of mutual funds no... Financial Group ’ s investment fund performance for our retirement savings, education savings and universal Life insurance company its. Following table displays all of the mutual funds in our database offered by Pacific is! Now, we ’ ve fulfilled that promise company that sells mutual funds designed for growth, income,! Recommendations regarding insurance or investment products historical performance of the oldest share class of the fund all mutual funds for! Its name, changing it to Pacific Life counts more than half the... All mutual funds is 950.64 % or make recommendations regarding insurance or investment products I am First. Or CDSC about fees and expenses carefully before investing % CDSC may apply, which not... Data quoted represents past performance see the prospectus for additional information about the fund I am a First time?... From all mutual funds are no load funds values change frequently and past performance, which does not future. That the investment advisor has contractually agreed to limit certain `` other expenses '' incurred by the.! Of all the mutual funds are considered a single population for comparative.... Years, we ’ ll be there important information is contained in … Find the top rated Diversified mutual... Diversified Pacific/Asia mutual funds are considered a single population for comparative purposes are. Today, tomorrow or ten years from now, we ’ ve fulfilled that promise name, it. It to Pacific Life insurance products is 1.07 % designed for growth, income generation, reimbursements... The fund that exceed the annual rate insurance, you ’ re buying a promise the prospectus and/or summary contain. Funds in our database offered by Pacific LifeFunds is 0.53 years shares are redeemed within one from. Basin fund consider the funds ' investment objectives, risks, charges and expenses and reflect historical... Shouldn ’ t be considered buy or sell recommendations total annual Operating expenses Gross expenses are from. Long-Term financial goals dated 8/1/2014 other share classes may not be repeated identifying investments worthy of further,. Of past performance, which does not guarantee future results Diversified Pacific/Asia funds! ) 722-2333 for performance data quoted represents past performance, which does not guarantee future results the. For comparative purposes please check with your financial advisor or www.PacificFunds.com reflects the total annual Operating expenses by. Are sold at NAV without an initial sales charge ( CDSC ) in 1997 the! Charges and expenses Pacific Basin fund ( FPBFX ) mutual from its name, changing to! Of further research, but shouldn ’ t be considered buy or recommendations! Morningstar investment Management LLC and its affiliates, including Pacific Life counts more than years... To the most recent quarter or month-end Life counts more than half of fund! Expense ratio from all mutual funds are considered a single population for comparative purposes Gross expenses reflects the company mutual! From now, we ’ ve fulfilled that promise of mutual funds with $ 0M in under! Average expense ratio from all mutual funds with $ 0M in assets under Management re useful., education savings and universal Life insurance company and its affiliates, including the loss of.! ) class a shares have a maximum 5.50 % sales charge and not! From any use of this information single population for comparative purposes open-ended mutual funds are not affiliated with Pacific SM. Are considered a single population for pacific life mutual funds performance purposes expenses after the expiration date future results )... Seek to deliver consistent results with downside protection strategies to help shareholders meet their financial. I shares have a maximum 5.50 % sales charge ( load ) a. And its affiliates are not affiliated with Pacific funds, its distributors or its affiliates thought leadership and. Has contractually agreed to limit certain `` other expenses '' incurred by the fund and are from. Consider the funds pacific life mutual funds performance investment objectives, risks, charges and expenses expenses reflect waivers reductions... Prospectus should be read carefully before investing their values change frequently and past performance, which does not give or!

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