Pacific Select PSF DFA Balanced Allocation Portfolio Class P
Weiss Ratings | I-39222 | Click to Compare |
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Rating | ||||
Reward Index | Unrated | |||
Reward Grade | U | |||
Risk Index | Unrated | |||
Risk Grade | U | |||
Company Info | I-39222 | Click to Compare |
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Provider | Pacific Life | |||
Manager/Tenure (Years) | Max Gokhman (3), Howard T. Hirakawa (3), Carleton J. Muench (3), 1 other | |||
Website | http://www.PacificLife.com | |||
Fund Information | I-39222 | Click to Compare |
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Fund Name | Pacific Select PSF DFA Balanced Allocation Portfolio Class P | |||
Category | Allocation--50% to 70% Equity | |||
Sub-Category | Moderate Allocation | |||
Prospectus Objective | Balanced | |||
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-39222 | Click to Compare |
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Dividend Yield | -- | |||
Dividend | I-39222 | Click to Compare |
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Dividend Yield (Forward) | 2.35% | |||
Asset Allocation | I-39222 | Click to Compare |
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Cash | 1.70% | |||
Stock | 59.55% | |||
U.S. Stock | 41.68% | |||
Non-U.S. Stock | 17.87% | |||
Bond | 38.26% | |||
U.S. Bond | 32.44% | |||
Non-U.S. Bond | 5.82% | |||
Preferred | 0.00% | |||
Convertible | 0.49% | |||
Other Net | 0.00% | |||
Price History | I-39222 | Click to Compare |
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7-Day Total Return | 0.59% | |||
30-Day Total Return | 1.79% | |||
60-Day Total Return | 4.13% | |||
90-Day Total Return | 5.71% | |||
Year to Date Total Return | 19.98% | |||
1-Year Total Return | 20.92% | |||
2-Year Total Return | 12.45% | |||
3-Year Total Return | 26.68% | |||
5-Year Total Return | -- | |||
Price | I-39222 | 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-39222 | Click to Compare |
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Nav | -- | |||
1-Month Low NAV | $13.10 | |||
1-Month High NAV | $13.44 | |||
52-Week Low NAV | $12.96 | |||
52-Week Low NAV (Date) | Oct 31, 2019 | |||
52-Week High NAV | $13.44 | |||
52-Week High Price (Date) | Dec 26, 2019 | |||
Beta / Standard Deviation | I-39222 | Click to Compare |
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Beta | 0.59 | |||
Standard Deviation | 7.23 | |||
Balance Sheet | I-39222 | Click to Compare |
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Total Assets | 233.32M | |||
Operating Ratios | I-39222 | Click to Compare |
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Expense Ratio | 0.45% | |||
Turnover Ratio | 11.00% | |||
Performance | I-39222 | Click to Compare |
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Last Bull Market Total Return | -- | |||
Last Bear Market Total Return | -- | |||