Pacific Funds Strategic Fund Quote
PLCNX Fund | USD 10.55 0.01 0.09% |
PerformanceSolid
| Odds Of DistressLow
|
Pacific Funds is trading at 10.55 as of the 30th of July 2025; that is 0.09 percent increase since the beginning of the trading day. The fund's open price was 10.54. Pacific Funds has less than a 14 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 1st of May 2025 and ending today, the 30th of July 2025. Click here to learn more.
The fund invests principally in income producing debt instruments. Its allocations to non-investment grade debt instruments and investment grade debt instruments will change based on the sub-advisers view of market conditions and, as a result, may range from up to 70 percent of the funds assets in non-investment grade debt instruments and floating rate loans to up to 65 percent of the funds assets in investment grade debt instruments, including corporate debt securities, asset-backed securities, mortgage-related securities, U.S. More on Pacific Funds Strategic
Moving together with Pacific Mutual Fund
Pacific Mutual Fund Highlights
Fund Concentration | Pacific Funds Series Trust Funds, Large Funds, Multisector Bond Funds, Multisector Bond, Pacific Funds Series Trust (View all Sectors) |
Update Date | 30th of June 2025 |
Expense Ratio Date | 1st of August 2022 |
Fiscal Year End | March |
Pacific Funds Strategic [PLCNX] is traded in USA and was established 30th of July 2025. Pacific Funds is listed under Pacific Funds Series Trust category by Fama And French industry classification. The fund is listed under Multisector Bond category and is part of Pacific Funds Series Trust family. This fund at this time has accumulated 1.48 B in assets with no minimum investment requirementsPacific Funds Strategic is currently producing year-to-date (YTD) return of 3.38% with the current yeild of 0.0%, while the total return for the last 3 years was 5.83%.
Check Pacific Funds Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Pacific Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Pacific Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Pacific Funds Strategic Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Pacific Funds Strategic Mutual Fund Constituents
BKLN | Invesco Senior Loan | Etf | Bank Loan | |
HYG | iShares iBoxx High | Etf | High Yield Bond | |
JNK | SPDR Bloomberg High | Etf | High Yield Bond |
Pacific Funds Strategic Risk Profiles
Mean Deviation | 0.1156 | |||
Standard Deviation | 0.1485 | |||
Variance | 0.0221 | |||
Downside Variance | 0.0327 |
Pacific Funds Against Markets
Other Information on Investing in Pacific Mutual Fund
Pacific Funds financial ratios help investors to determine whether Pacific Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Pacific with respect to the benefits of owning Pacific Funds security.
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