Pacific Funds Portfolio Optimization Moderate-Conservative

Pacific Funds Portfolio Optimization Moderate-Conservative is a registered fund series of Pacific Funds Series Trust (series S000001898). Net assets $231.1M as of 2023-03-31.

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Top holdings (16 reported)

Showing 15 of 16 holdings by value.

HoldingTickerValue% of fund
PF MANAGED BOND FUNDPF601-E$74.2M3208.69%
PF MULTI-ASSET FUNDPF491-E$50.8M2198.67%
PF SHORT DURATION BOND FUNDPF16-E$26.1M1130.36%
PF CORE INCOMEPF24-E$14.5M625.49%
PF LARGE-CAP VALUE FUNDPF12-E$11.1M480.98%
PF HIGH INCOMEPF26-E$10.4M448.26%
PF INFLATION MANAGED FUNDPF701-E$8.0M345.91%
PF GROWTH FUNDPF06-E$7.8M335.45%
PF FLOATING RATE INCOME FUND$5.8M248.93%
PF EMERGING MARKETS DEBT FUNDPF29-E$5.8M248.80%
PF EMERGING MARKETS FUNDPF20-E$4.7M202.99%
PF INTERNATIONAL VALUE FUNDPF07-E$4.3M185.55%
PF REAL ESTATE FUNDPF18-E$3.6M156.24%
PF INTERNATIONAL LARGE-CAP FUNDPF09-E$1.9M81.80%
PF Small-Cap Growth FundPF02-E$1.2M51.39%

Net asset history

Report dateNet assets
2023-03-31$231.1M
2022-12-30$232.8M
2022-09-30$236.1M
2022-06-30$256.9M
2022-03-31$301.0M
2021-12-31$334.3M
2021-09-30$333.1M
2021-06-30$342.0M

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