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Pacific Funds Short Duration Income Fund Class C – PLCSX Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
10.350.01 (+0.10%)10.14 - 10.350.0

Market data as of 6:06PM 08/23/16. Quotes are delayed by at least 15 min.

Overview - PLCSX

The investment seeks current income; capital appreciation is of secondary importance. The fund invests principally in income producing debt instruments. Under normal circumstances, it will invest at least 70% of its assets in investment grade debt instruments, including corporate debt, asset-backed securities, mortgage-related securities, U.S. government securities and agency securities. The fund may invest up to 30% of its assets in non-investment grade (high yield/high risk, sometimes called "junk bonds") debt instruments and floating rate senior loans.

Growth of $10,000 (10 Years)

Total Return1.68%
Yield (Trailing 12 Mo.)0.79%
Expense Ratio1.81%
Front LoadNone
Deferred Load1.00%
Minimum Investment$1,000
Management Tenure5 Years
Fund Inception06/29/2012

Trailing Total Returns - PLCSX

as of 07/31/2016
TimeframePLCSXS&P 500Short-Term Bond
1 Month0.46%3.69%0.27%
3 Month1.00%5.82%0.89%
1 Year0.99%5.61%1.72%
3 Year1.20%11.16%1.40%
5 Year--13.38%1.49%
10 Year--7.75%2.93%
Since Inception1.68%10.51%--

Sector Allocation - PLCSX

as of 07/31/2016
Basic Materials--
Consumer Cyclical--
Financial Services--
Real Estate--
Consumer Defensive--
Communication Services--

Asset Allocation - PLCSX

as of 07/31/2016
By PercentShort0%LongNet
Foreign Stock0.00
Foreign Bond0.00
Total Net Assets$271.91M
Total Stock Holdings0
Total Bond Holdings170

Top Ten Holdings - PLCSX

as of 07/31/2016
CompanyYTD Return% of Assets
Anheuser Busch Inbev Fin 1.9%--1.50%
Newell Brands 2.6%--1.38%
Goldman Sachs Grp FRN--1.29%
Mitsubishi Ufj Finl Grp FRN--1.14%
Wells Fargo & Co New 2.5%--1.13%
Mylan Nv 144A 2.5%--1.13%
Mcgraw Hill Finl 2.5%--1.13%
Jpmorgan Chase FRN--1.12%
Hewlett Packard Entpr 144A FRN--1.12%
Morgan Stanley 2.125%--1.12%

Valuation & Growth - PLCSX

as of 07/31/2016
ValuationPLCSXCategory Range
Price/Cash Flow--
Dividend Yield
LT Earnings
Historical Earnings
Sales Growth
Cash-Flow Growth
Book-Value Growth
Key:  Lo 

Morningstar Summary - PLCSX, 3 Year

Ratingvs Category
RiskAbove Avg
Key:  Lo 

Tax Analysis - PLCSX, 3 Year Avg

Pretax Return1.20%
Tax-adjusted Return0.74%
Tax Cost Ratio0.46%
Potential Cap Gains0.31%

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