Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. Overall Morningstar Rating: For each fund with at least a three-year history, Morningstar calculates a Morningstar Rating™ based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund’s monthly performance, placing more emphasis on downward variations and rewarding consistent performance. For more than 150 years, we’ve fulfilled that promise. The average expense ratio from all mutual funds is 1.07%. Performance shown prior to the share class inception dates is that of Class I shares (Class A shares for Portfolio Optimization Funds), restated to reflect the higher service/12B-1 fees applicable share class. Class R shares are sold without sales charge. With more than 150 years of experience, hundreds of thousands of individuals, families, and businesses trust Pacific Life to help with their financial future. You should consider a fund’s investment goal, risks, charges and expenses carefully before investing. Pacific Funds refers to Pacific Funds Series Trust. Policyholders of Pacific Life Insurance Company are members of Pacific Mutual and, as such, are invited to attend an annual meeting of Pacific Mutual and to elect its board of directors. The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. Italicized Stars: Morningstar Ratings may be based, in part, on adjusted historical returns for periods prior to the inception of the selected share class (italicized stars). Our managers seek to deliver consistent results with downside protection strategies to help shareholders meet their long-term financial goals. Performance; Fixed Indexed Annuities; Immediate Annuities; Deferred … Mutual funds are offered by Pacific Funds. The Euro Pacific International Value Fund is a new mutual fund that offers investors of varied means access to a diversified, actively managed portfolio. There are four (4) basic types of mutual funds in the market: Money Market Funds invest in short-term debt instruments like time deposits. Class A shares have a maximum 5.50% sales charge. Performance data quoted represents past performance, which does not guarantee future results. (e.g. Pacific Funds SM is a family of mutual funds designed for growth, income generation, and diversification. A: You can register online to access your account information: Complete the registration page by entering in all required fields (including Contract Number and Social Security Number). They’re a useful tool for identifying investments worthy of further research, but shouldn’t be considered buy or sell recommendations. The prospectus and/or the applicable summary prospectus contain this and other information about the fund and are available from your financial advisor or www.PacificFunds.com. We provide value to our clients through high-quality service standards, thought leadership, and product innovation. Performance | Daily Unit Values (DUV) See Performance for: Class B shares have a maximum 5.00% contingent deferred sales charge (CDSC). The Overall Morningstar Rating calculation uses the weighted average of the three, five, and ten year Morningstar Ratings, if applicable, and is only calculated using Morningstar Ratings for periods with actual share class returns. Mutual funds are offered by Pacific Funds. Morningstar Investment Management LLC and its affiliates are not affiliated with Pacific Funds, its distributors or its affiliates. Pacific Life counts more than half of the 100 largest U.S. companies as its clients. 100.00% of all the mutual funds are no load funds. Pacific Funds. Please check with your financial advisor regarding share class availability. Our managers seek to deliver consistent results with downside protection strategies to help shareholders meet their long-term financial goals. This reflects the company structure's change from a mutual ownership to a mutual holding company structure. If Class C shares are redeemed within one year from purchase, a 1.00% CDSC may apply. Morningstar Ratings for other share classes may have different performance characteristics. Performance; Fixed Indexed Annuities; Immediate Annuities; Deferred … These adjusted historical returns are not actual returns, and reflect the historical performance of the oldest share class of the fund. The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. These adjusted historical returns are not actual returns, and reflect the historical performance of the oldest share class of the fund. Performance; Fixed Indexed Annuities; Immediate Annuities; Deferred … Variable Annuities. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is not a fiduciary and therefore does not give advice or make recommendations regarding insurance or investment products. Our managers seek to deliver consistent results with downside protection strategies to help shareholders meet their long-term financial goals. For more than 150 years, Pacific Life has helped millions of individuals and families with their financial needs through a wide range of life insurance products, annuities, and mutual funds, and offers a variety of investment products and services to individuals, businesses, and pension plans. Pacific Funds are distributed by Pacific Select Distributors, LLC (member FINRA & SIPC), a subsidiary of Pacific Life Insurance Company (Newport Beach, CA), and are available through licensed third parties. In 1997, the company dropped mutual from its name, changing it to Pacific Life Insurance Company. For more than 150 years, Pacific Life has helped millions of individuals and families with their financial needs through a wide range of life insurance products, annuities, and mutual funds, and offers a variety of investment products and services to individuals, businesses, and pension plans. If Class C shares are redeemed within one year from purchase, a 1.00% CDSC may apply. Expense cap waivers are reevaluated annually. Net expenses reflect waivers, reductions, and reimbursements. Fund performance may represent the performance of the share class as of the fund inception date which may differ from the share class inception date. It is calculated based on a Morningstar RiskAdjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. Third-party trademarks and service marks are the property of their respective owners. Please check with your financial advisor regarding share class availability. Overall Morningstar Rating: For each fund with at least a three-year history, Morningstar calculates a Morningstar Rating™ based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund’s monthly performance, placing more emphasis on downward variations and rewarding consistent performance. Our managers seek to deliver consistent results with downside protection strategies to help shareholders meet their long-term financial goals. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Mutual funds are offered by Pacific Funds. Mutual Funds are sold by prospectus. Through its direct and indirect subsidiaries, Pacific Mutual is engaged in a wide variety of insurance, financial services, and other investment-related businesses. Clicking on any of the funds on this page will bring you to the Canadian dollar (CAD) purchase option of the fund profile page. The investment advisor has contractually agreed to limit certain "Other Expenses" incurred by the Fund that exceed the annual rate. Annualized Operating Expenses Click on any of the mutual fund tickers below to see the ETF alternatives to these mutual funds, as selected by our Mutual Fund to ETF Converter tool. See iA Financial Group’s investment fund performance for our retirement savings, education savings and universal life insurance products. Release Date: 09-30-2020 American Funds® IS Asset Allocation Fund Available through Pacific Life Variable Annuity Products Benchmark: Overall Morningstar Rating™ Morningstar Return Morningstar Risk QQQQQ High Above Average Out of 9738 Allocation--50% to 70% Equity VA subaccounts. The prospectus and/or summary prospectus should be read carefully before investing. Pacific Funds are distributed by Pacific Select Distributors, LLC (member FINRA & SIPC), a subsidiary of Pacific Life Insurance Company (Newport Beach, CA), and are available through licensed third parties. Sun Life Prosperity Money Market Fund) Bond Funds invest in long-term debt instruments of governments or corporations.(e.g. The oldest fund launched was in 2017. Net expenses reflect waivers, reductions, and reimbursements. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. No bank guarantee • Not a deposit • Not FDIC/NCUA insured • May lose value • Not insured by any federal government agency, Our Thoughts On The Closing of Two Fed Credit Facilities, Pacific Funds Portfolio Optimization Conservative, Pacific Funds Portfolio Optimization Moderate-Conservative, Pacific Funds Portfolio Optimization Moderate, Pacific Funds Portfolio Optimization Growth, Pacific Funds Portfolio Optimization Aggressive-Growth, COVID-19 Update: The First Order of Business, COVID-19 Update: From Market Order to Disorder in a Single Day, Timing is Always Right for Diversification, Staying the Course: Rothschild’s Investment Methodology, Pacific Funds Strategic Income Portfolio Manager Q&A, Fed Stays the Course Despite “Red October”, Heat Check: Investors Rethink Market Leadership, Investors’ Needs First: The Investment Philosophy of Pacific Asset Management, Delivering Upside Potential for Our Clients, A Unique Approach With Pacific Funds Core Income, Coverdell Education Savings Account (ESA). Unitholders Hotline. Variable Annuity Performance. The average expense ratio from all mutual funds is 950.64%. © 2018 Morningstar Investment Management, LLC. With more than 150 years of experience, hundreds of thousands of individuals, families, and businesses trust Pacific Life to help with their financial future. Morningstar Ratings are objective, based entirely on a mathematical evaluation of past performance. Find the top rated Diversified Pacific/Asia mutual funds. This and other important information is contained in … Morningstar Ratings are objective, based entirely on a mathematical evaluation of past performance. Before investing, consider the funds' investment objectives, risks, charges, and expenses. Fund Name Fund Class Name Fund Management Company Number of Funds in the Category; Winners for 3-year performance: Fidelity AsiaStar Series B: Asia Pacific Equity Performance shown prior to the share class inception dates is that of Class I shares (Class A shares for Portfolio Optimization Funds), restated to reflect the higher service/12B-1 fees applicable share class. Performance data quoted represents past performance, which does not guarantee future results. Pacific Life is a product provider. All Rights Reserved. All Funds and share classes may not be sold at all firms, and not all investors may be eligible for all share classes. This section provides details about top performing funds, mutual funds, mutual fund manager, price mutual funds, best mutual funds, nav of mutual funds; best performing mutual funds, Best Performing NFOs, Compare Funds, Best MF Performers, Latest NAVs. Whether you’re protecting your loved ones or growing your assets, you’re highly invested in your financial future. They’re a useful tool for identifying investments worthy of further research, but shouldn’t be considered buy or sell recommendations. Pacific Life counts more than half of the 100 largest U.S. companies as its clients. Pacific Life refers to Pacific Life Insurance Company and its affiliates, including Pacific Life & Annuity Company. The investment return and principal value of an investment will fluctuate so that shares, when redeemed, may be worth more or less than the original cost. Pacific Funds refers to Pacific Funds Series Trust. Class B shares have a maximum 5.00% contingent deferred sales charge (CDSC). The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Copyright 2020 © Pacific Life Insurance Company Italicized Stars: Morningstar Ratings may be based, in part, on adjusted historical returns for periods prior to the inception of the selected share class (italicized stars). The investment advisor has contractually agreed to limit certain "Other Expenses" incurred by the Fund that exceed the annual rate. Sales Charge (Load) When you purchase life and retirement insurance, you’re buying a promise. Please see the prospectus for additional information about fees and expenses. There is no guarantee that the investment advisor will continue to cap expenses after the expiration date. Returns reflect reinvestment of dividends and distributions. Selective, Nimble, Experienced. Advisor Class shares are sold at NAV without an initial sales charge and do not include a CDSC. Annuities Pacific Life offers a variety of annuities designed to help grow, protect, and manage retirement savings turning it into steady, reliable lifetime income based on your personal preferences and goals. All Funds and share classes may not be sold at all firms, and not all investors may be eligible for all share classes. Visit www.PacificFunds.com/performance or call (800) 722-2333  for performance data current to the most recent quarter or month-end. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. No Stars: Funds without 3 or more years of actual total returns since inception do not have Morningstar Ratings, as Morningstar does not calculate ratings unless a fund reaches at least a three-year history. Please choose your role: Individual Investor Financial Advisor Registered Investment Advisor. The investment return and principal value of an investment will fluctuate so that shares, when redeemed, may be worth more or less than the original cost. Pacific FundsSM is a family of mutual funds designed for growth, income generation, and diversification. Mutual funds are subject to market risk, including the loss of principal. Pacific Funds SM is a family of mutual funds designed for growth, income generation, and diversification. The average manager tenure for all managers at Pacific LifeFunds is 0.53 years. Adjusted Returns Class I shares have no initial sales charge or CDSC. Annualized Operating Expenses Pre-inception returns generally will be replaced by the actual returns of the selected share class over time. The following table displays all of the mutual funds in our database offered by Pacific LifeFunds. Class R shares are sold without sales charge. Please see the prospectus for additional information about fees and expenses. Give us a call at +603 2022 5000. The Pacific Financial Group Funds The Pacific Financial Group is a company that sells mutual funds with $2,447M in assets under management. The prospectus and/or summary prospectus should be read carefully before investing. Adjusted Returns Third-party trademarks and service marks are the property of their respective owners. No Stars: Funds without 3 or more years of actual total returns since inception do not have Morningstar Ratings, as Morningstar does not calculate ratings unless a fund reaches at least a three-year history. All Rights Reserved. © 2018 Morningstar Investment Management, LLC. Q: What do I do if I am a First Time User? Sales Charge (Load) Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. Research information including trailing returns and hypothetical growth for Fidelity® Pacific Basin Fund. A promise that today, tomorrow or ten years from now, we’ll be there. The oldest fund launched was in 2012. Annuities Pacific Life offers a variety of annuities designed to help grow, protect, and manage retirement savings turning it into steady, reliable lifetime income based on your personal preferences and goals. Morningstar Ratings for other share classes may have different performance characteristics. Performance for different shares classes may differ. The fund seeks to provide capital appreciation and income, and is run by the same team heading up our wealth management division: Peter Schiff , as the Investment Committee Chairperson, and Jim Nelson, CFA , as the Portfolio Manager. Current performance may be lower or higher than the performance quoted. The Overall Morningstar Rating calculation uses the weighted average of the three, five, and ten year Morningstar Ratings, if applicable, and is only calculated using Morningstar Ratings for periods with actual share class returns. Pacific Funds are distributed by Pacific Select Distributors, LLC (member FINRA & SIPC), a subsidiary of Pacific Life Insurance Company (Newport Beach, CA), and are available through licensed third parties. No bank guarantee • Not a deposit • Not FDIC/NCUA insured • May lose value • Not insured by any federal government agency, Our Thoughts On The Closing of Two Fed Credit Facilities, Pacific Funds Portfolio Optimization Conservative, Pacific Funds Portfolio Optimization Moderate-Conservative, Pacific Funds Portfolio Optimization Moderate, Pacific Funds Portfolio Optimization Growth, Pacific Funds Portfolio Optimization Aggressive-Growth, COVID-19 Update: The First Order of Business, COVID-19 Update: From Market Order to Disorder in a Single Day, Timing is Always Right for Diversification, Staying the Course: Rothschild’s Investment Methodology, Pacific Funds Strategic Income Portfolio Manager Q&A, Fed Stays the Course Despite “Red October”, Heat Check: Investors Rethink Market Leadership, Investors’ Needs First: The Investment Philosophy of Pacific Asset Management, Delivering Upside Potential for Our Clients, A Unique Approach With Pacific Funds Core Income, Coverdell Education Savings Account (ESA). Expense cap waivers are reevaluated annually. Net and gross expenses are sourced from the prospectus dated 8/1/2014. Variable Annuities. Also in 1997, the company adopted the humpback whale as symbol of the company because of the whale's persistence, performance, and strength. Variable Annuities. Performance for different shares classes may differ. A fund’s performance, ... variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. Class A shares have a maximum 5.50% sales charge. Class I shares have no initial sales charge or CDSC. Pacific FundsSM is a family of mutual funds designed for growth, income generation, and diversification. 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