Pacific Select Optimization Moderate Portfolio Class P
Weiss Ratings | I-39220 | Click to Compare |
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Rating | ||||
Reward Index | Unrated | |||
Reward Grade | U | |||
Risk Index | Unrated | |||
Risk Grade | U | |||
Company Info | I-39220 | 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-39220 | Click to Compare |
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Fund Name | Pacific Select Optimization Moderate Portfolio Class P | |||
Category | Allocation--50% to 70% Equity | |||
Sub-Category | Moderate Allocation | |||
Prospectus Objective | Growth | |||
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-39220 | Click to Compare |
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Dividend Yield | -- | |||
Dividend | I-39220 | Click to Compare |
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Dividend Yield (Forward) | 2.11% | |||
Asset Allocation | I-39220 | Click to Compare |
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Cash | 4.60% | |||
Stock | 47.14% | |||
U.S. Stock | 33.48% | |||
Non-U.S. Stock | 13.66% | |||
Bond | 47.31% | |||
U.S. Bond | 41.92% | |||
Non-U.S. Bond | 5.39% | |||
Preferred | 0.01% | |||
Convertible | 0.41% | |||
Other Net | 0.53% | |||
Price History | I-39220 | Click to Compare |
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7-Day Total Return | 0.52% | |||
30-Day Total Return | 1.84% | |||
60-Day Total Return | 3.75% | |||
90-Day Total Return | 4.87% | |||
Year to Date Total Return | 18.56% | |||
1-Year Total Return | 19.36% | |||
2-Year Total Return | 10.81% | |||
3-Year Total Return | 25.14% | |||
5-Year Total Return | 34.39% | |||
Price | I-39220 | 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-39220 | Click to Compare |
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Nav | -- | |||
1-Month Low NAV | $16.06 | |||
1-Month High NAV | $16.47 | |||
52-Week Low NAV | $15.93 | |||
52-Week Low NAV (Date) | Oct 31, 2019 | |||
52-Week High NAV | $16.47 | |||
52-Week High Price (Date) | Dec 26, 2019 | |||
Beta / Standard Deviation | I-39220 | Click to Compare |
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Beta | 0.51 | |||
Standard Deviation | 6.46 | |||
Balance Sheet | I-39220 | Click to Compare |
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Total Assets | 9.95B | |||
Operating Ratios | I-39220 | Click to Compare |
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Expense Ratio | 0.78% | |||
Turnover Ratio | 19.00% | |||
Performance | I-39220 | Click to Compare |
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Last Bull Market Total Return | 1,569.20% | |||
Last Bear Market Total Return | -1,123.07% | |||