Pacific Select Optimization Moderate-Conservative Portfolio Class P
Weiss Ratings | I-39184 | Click to Compare |
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Rating | ||||
Reward Index | Unrated | |||
Reward Grade | U | |||
Risk Index | Unrated | |||
Risk Grade | U | |||
Company Info | I-39184 | Click to Compare |
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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 Compare |
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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 Compare |
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Dividend Yield | -- | |||
Dividend | I-39184 | Click to Compare |
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Dividend Yield (Forward) | 2.24% | |||
Asset Allocation | I-39184 | Click to Compare |
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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 Compare |
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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 Compare |
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Closing Price | -- | |||
1-Month Low Price | -- | |||
1-Month High Price | -- | |||
52-Week Low Price | -- | |||
52-Week Low Price (Date) | -- | |||
52-Week High Price | -- | |||
52-Week High Price (Date) | -- | |||
NAV | I-39184 | Click to Compare |
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Nav | -- | |||
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 Compare |
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Beta | 0.21 | |||
Standard Deviation | 4.87 | |||
Balance Sheet | I-39184 | Click to Compare |
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Total Assets | 2.43B | |||
Operating Ratios | I-39184 | Click to Compare |
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Expense Ratio | 0.79% | |||
Turnover Ratio | 19.00% | |||
Performance | I-39184 | Click to Compare |
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Last Bull Market Total Return | 1,239.79% | |||
Last Bear Market Total Return | -766.85% | |||