Pacific Dynamix - Conservative Growth Portfolio P
| Weiss Ratings | I-39221 | Click to Compare |
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| Rating | ||||
| Reward Index | Unrated | |||
| Reward Grade | U | |||
| Risk Index | Unrated | |||
| Risk Grade | U | |||
| Company Info | I-39221 | Click to Compare |
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| Provider | Pacific Life | |||
| Manager/Tenure (Years) | Howard T. Hirakawa (10), Carleton J. Muench (10), Samuel S. Park (6), 1 other | |||
| Website | http://www.PacificLife.com | |||
| Fund Information | I-39221 | Click to Compare |
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| Fund Name | Pacific Dynamix - Conservative Growth Portfolio 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-39221 | Click to Compare |
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| Dividend Yield | -- | |||
| Dividend | I-39221 | Click to Compare |
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| Dividend Yield (Forward) | 2.37% | |||
| Asset Allocation | I-39221 | Click to Compare |
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| Cash | 1.28% | |||
| Stock | 40.04% | |||
| U.S. Stock | 27.73% | |||
| Non-U.S. Stock | 12.31% | |||
| Bond | 58.06% | |||
| U.S. Bond | 51.47% | |||
| Non-U.S. Bond | 6.59% | |||
| Preferred | 0.20% | |||
| Convertible | 0.41% | |||
| Other Net | 0.00% | |||
| Price History | I-39221 | Click to Compare |
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| 7-Day Total Return | 0.42% | |||
| 30-Day Total Return | 1.53% | |||
| 60-Day Total Return | 3.17% | |||
| 90-Day Total Return | 4.17% | |||
| Year to Date Total Return | 15.59% | |||
| 1-Year Total Return | 16.31% | |||
| 2-Year Total Return | 11.12% | |||
| 3-Year Total Return | 22.13% | |||
| 5-Year Total Return | 28.70% | |||
| Price | I-39221 | 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-39221 | Click to Compare |
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| Nav | -- | |||
| 1-Month Low NAV | $17.04 | |||
| 1-Month High NAV | $17.39 | |||
| 52-Week Low NAV | $16.91 | |||
| 52-Week Low NAV (Date) | Oct 31, 2019 | |||
| 52-Week High NAV | $17.39 | |||
| 52-Week High Price (Date) | Dec 26, 2019 | |||
| Beta / Standard Deviation | I-39221 | Click to Compare |
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| Beta | 0.19 | |||
| Standard Deviation | 4.95 | |||
| Balance Sheet | I-39221 | Click to Compare |
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| Total Assets | 566.68M | |||
| Operating Ratios | I-39221 | Click to Compare |
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| Expense Ratio | 0.39% | |||
| Turnover Ratio | 9.00% | |||
| Performance | I-39221 | Click to Compare |
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| Last Bull Market Total Return | 1,043.17% | |||
| Last Bear Market Total Return | -617.68% | |||