Pacific Funds Portfolio Optimization Moderate

Pacific Funds Portfolio Optimization Moderate is a registered fund series of Pacific Funds Series Trust (series S000001901). Net assets $770.2M as of 2023-03-31.

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Advisers

Top holdings (16 reported)

Showing 15 of 16 holdings by value.

HoldingTickerValue% of fund
PF MULTI-ASSET FUNDPF491-E$232.1M3013.53%
PF MANAGED BOND FUNDPF601-E$148.2M1924.31%
PF SHORT DURATION BOND FUNDPF16-E$101.6M1318.91%
PF GROWTH FUNDPF06-E$71.6M929.50%
PF LARGE-CAP VALUE FUNDPF12-E$61.5M798.42%
PF CORE INCOMEPF24-E$28.7M372.04%
PF HIGH INCOMEPF26-E$26.7M346.52%
PF INTERNATIONAL VALUE FUNDPF07-E$17.4M225.40%
PF EMERGING MARKETS FUNDPF20-E$15.5M201.75%
PF REAL ESTATE FUNDPF18-E$12.0M155.28%
PF FLOATING RATE INCOME FUNDPF25-E$11.4M148.45%
PF EMERGING MARKETS DEBT FUNDPF29-E$11.4M148.37%
PF INFLATION MANAGED FUNDPF701-E$11.3M147.35%
PF DEVELOPING GROWTH FUNDPF02-E$7.9M102.15%
PF SMALL-CAP VALUE FUNDPF21-E$7.8M101.05%

Net asset history

Report dateNet assets
2023-03-31$770.2M
2022-12-30$763.0M
2022-09-30$756.0M
2022-06-30$822.1M
2022-03-31$983.0M
2021-12-31$1.1B
2021-09-30$1.1B
2021-06-30$1.1B

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