Pacific Funds Large-Cap Class A (PFLAX)
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Pacific Funds Large-Cap Class A
Pacific Funds
700 Newport Center Drive Post Offfice Box 7500
Newport Beach CA 92660
800-722-2333
Management Information
Jeff Agne,Lead Manager since July 31, 2019
Jeff is a member of the firm’s Large-Cap team and is responsible for the analytical coverage of the healthcare sector. In addition, he is a co-portfolio manager for the firm’s US Large-Cap Core strategy. He is also a member of the firm’s Investment and Quantitative Committees. Jeff has been with the company since 2015 and in the industry since 2001. Previously, he served as a co-portfolio manager for the Global Focus strategy at PineBridge Investments. He was also an Equity Research Analyst at Banc of America Securities and Schwab Soundview Capital Markets and a Consultant for FactSet Research Systems. Mr. Agne earned a BS from the University of Vermont and an MBA from New York University's Stern School of Business.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryLarge Blend
Fund FamilyPacific Funds Series Trust
Net Assets19.78M
YTD Return-4.33%
Yield0.91%
Morningstar Rating★★★
Inception DateJan 10, 2016
Fund Operations
Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover74.00%
Average for CategoryN/A
Fees & Expenses
ExpensePFLAXCategory Average
Annual Report Expense Ratio (net)0.90%0.78%
Prospectus Net Expense Ratio0.90%N/A
Prospectus Gross Expense Ratio1.34%N/A
Max 12b1 Fee0.25%N/A
Max Front End Sales Load4.25%N/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection790N/A
5 Yr Expense Projection1,088N/A
10 Yr Expense Projection1,932N/A
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