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Pacific Select Optimization Moderate-Conservative Portfolio Class P
Recommendation
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NAV
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Dividend Yield
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Weiss Ratings I-39184 Click to
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Rating U
Reward Index Unrated
Reward Grade U
Risk Index Unrated
Risk Grade U
Company Info I-39184 Click to
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Provider Pacific Life
Manager/Tenure (Years) Howard T. Hirakawa (8), Carleton J. Muench (8), Samuel S. Park (6), 1 other
Website http://www.PacificLife.com
Fund Information I-39184 Click to
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Fund Name Pacific Select Optimization Moderate-Conservative Portfolio Class P
Category Allocation--30% to 50% Equity
Sub-Category Cautious Allocation
Prospectus Objective Growth and Income
Inception Date Oct 31, 2019
Open/Closed To New Investors Open
Minimum Initial Investment 0.00
Minimum Subsequent Investment --
Front End Fee --
Back End Fee --
Dividends and Shares I-39184 Click to
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Dividend Yield --
Dividend I-39184 Click to
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Dividend Yield (Forward) 2.24%
Asset Allocation I-39184 Click to
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Cash 5.40%
Stock 31.91%
U.S. Stock 21.20%
Non-U.S. Stock 10.71%
Bond 61.25%
U.S. Bond 54.06%
Non-U.S. Bond 7.19%
Preferred 0.01%
Convertible 0.50%
Other Net 0.94%
Price History I-39184 Click to
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7-Day Total Return 0.40%
30-Day Total Return 1.50%
60-Day Total Return 2.88%
90-Day Total Return 3.72%
Year to Date Total Return 15.34%
1-Year Total Return 16.04%
2-Year Total Return 9.62%
3-Year Total Return 21.32%
5-Year Total Return 28.72%
Price I-39184 Click to
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Closing Price --
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NAV I-39184 Click to
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1-Month Low NAV $14.92
1-Month High NAV $15.23
52-Week Low NAV $14.85
52-Week Low NAV (Date) Oct 31, 2019
52-Week High NAV $15.23
52-Week High Price (Date) Dec 26, 2019
Beta / Standard Deviation I-39184 Click to
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Beta 0.21
Standard Deviation 4.87
Balance Sheet I-39184 Click to
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Total Assets 2.43B
Operating Ratios I-39184 Click to
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Expense Ratio 0.79%
Turnover Ratio 19.00%
Performance I-39184 Click to
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Last Bull Market Total Return 1,239.79%
Last Bear Market Total Return -766.85%