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Aristotle Portfolio Optimization Moderate Conservative Fund Class C (POBCX)

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10.02 +0.03 +0.30%

16/05 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 7.65M

Type: Fund

Market: United States

Issuer: Pacific Funds Series Trust

Asset Class: Equity

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POBCX Overview

Find basic information about the Aristotle Portfolio Optimization Moderate Conservative Fund Class C mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add POBCX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change2.36%

Prev. Close9.99

Risk Rating

TTM Yield3.59%

ROE24.25%

IssuerPacific Funds Series Trust

Turnover15%

ROA10.11%

Inception Date37986

Total Assets7.65M

Expenses1.46%

Min. Investment1,000

Market Cap102.3B

CategoryAllocation - - 30% to 50% Equity

What is your sentiment on Pacific Funds Port Optim Mod-Cnsrv C?

Market is currently closed. Voting is open during market hours.

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1074	984	1074	979	1166	1422
Fund Return	7.42%	-1.63%	7.42%	-0.72%	3.12%	3.58%
Place in category	212	160	212	411	316	239
% in Category	51	38	51	97	80	83

Top Equity Funds by Aristotle Funds

Name	Total Assets	YTD%	3Y%	10Y%
Pacific Funds Port Optim Mod A	617.39M	-1.64	5.61	5.49
Pacific Funds Port Optim Gr A	574.63M	-2.41	6.44	6.45
Pacific Funds Port Optim Agrsv-Gr A	240.47M	19.88	4.91	8.38
Pacific Funds Port Optim Mod-CnsrvA	177.81M	11.02	1.48	4.51
Pacific Funds Port Optim Cnsrv A	112.29M	8.09	0.51	3.30

Top Funds for Allocation--30% to 50% Equity Category

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Wellesley Income Admiral	39.81B	2.11	4.52	5.30
Vanguard Tax-Managed Balanced Adm	10.07B	-2.54	7.22	7.05
Vanguard Wellesley Income Inv	8.24B	2.09	4.45	5.23
American Funds Income Portfolio A	5.88B	2.35	6.22	5.69
Hartford Balanced Income A	4.43B	1.67	4.74	5.51

Top Holdings

Name	ISIN	Weight %	Last	Change %
Aristotle Core Income I	-	33.13	-	-
Vanguard Value	US9229087443	11.13	173.10	+0.97%
Aristotle Growth Equity I	-	7.55	-	-
Vanguard Total Bond Market	US9219378356	7.47	72.48	+0.07%
Aristotle Core Eq I	-	7.45	-	-

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Buy	Sell
Technical Indicators	Strong Buy	Strong Buy	BUY
Summary	Strong Buy	Strong Buy	Neutral

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Pacific Funds Por.	10.02	+0.03	+0.30%