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Mutual Funds

Pacific Funds

Exchange Hours Website
9:30 - 15:59 ET www.pacificfunds.com


Native to Exchange Simulated by IB
 Basket
 Market *
Fund Symbol Initial Investment
Minimum1
Advisor Initial
Minimum1
Investment
Type
Load
Type
Share
Class
Transaction
Fee
PACIFIC FUNDS PORT OPTIMIZATION CONS POAAX USD 1,000 USD 1,000 N/A Front-End Load CLASS A No
PACIFIC FUNDS PORT OPTIMIZATION CONS POACX USD 1,000 USD 0 N/A Level Load CLASS C No
PACIFIC FUNDS PORT OPTIMIZATION MOD-CONS POBAX USD 1,000 USD 1,000 N/A Front-End Load CLASS A No
PACIFIC FUNDS PORT OPTIMIZATION MOD POCAX USD 1,000 USD 1,000 N/A Front-End Load CLASS A No
PACIFIC FUNDS PORT OPTIMIZATION AGGR-GR POCEX USD 1,000 USD 0 N/A Level Load CLASS C No
PACIFIC FUNDS PORT OPTIMIZATION GROWTH PODAX USD 1,000 USD 1,000 N/A Front-End Load CLASS A No
PACIFIC FUNDS PORT OPTIMIZATION GROWTH PODCX USD 1,000 USD 0 N/A Level Load CLASS C No
PACIFIC FUNDS PORT OPTIMIZATION AGGR-GR POEAX USD 1,000 USD 1,000 N/A Front-End Load CLASS A No
PACIFIC FUNDS PORT OPTIMIZATION MOD POMCX USD 1,000 USD 0 N/A Level Load CLASS C No
PACIFIC FUNDS CORE INCOME PLIAX USD 1,000 USD 1,000 Bond Front-End Load CLASS A No
PACIFIC FUNDS CORE INCOME PLIIX USD 500,000 USD 500,000 Bond No Load CLASS I Yes
PACIFIC FUNDS FLOATING RATE INCOME PLFRX USD 500,000 USD 500,000 N/A No Load CLASS I Yes
PACIFIC FUNDS SHORT DURATION INCOME PLSDX USD 500,000 USD 500,000 Bond No Load CLASS I Yes
PACIFIC FUNDS HIGH INCOME PLHIX USD 500,000 USD 500,000 Bond No Load CLASS I Yes
PACIFIC FUNDS STRATEGIC INCOME PLSRX USD 500,000 USD 500,000 Bond No Load CLASS I Yes
PACIFIC FUNDS FLOATING RATE INCOME PLFLX USD 1,000 USD 1,000 N/A Front-End Load CLASS A No
PACIFIC FUNDS PORT OPTIMIZATION MOD-CONS PMCDX USD 0 USD 0 N/A No Load ADVISOR CLASS Yes
PACIFIC FUNDS PORT OPTIMIZATION GROWTH PMADX USD 0 USD 0 N/A No Load ADVISOR CLASS Yes
PACIFIC FUNDS PORT OPTIMIZATION CONS PLCDX USD 0 USD 0 N/A No Load ADVISOR CLASS Yes
PACIFIC FUNDS PORT OPTIMIZATION AGGR-GR POEDX USD 0 USD 0 N/A No Load ADVISOR CLASS Yes
PACIFIC FUNDS CORE INCOME PLIDX USD 0 USD 0 Bond No Load ADVISOR CLASS Yes
PACIFIC FUNDS FLOATING RATE INCOME PLFDX USD 0 USD 0 N/A No Load ADVISOR CLASS Yes
PACIFIC FUNDS HIGH INCOME PLAHX USD 1,000 USD 1,000 Bond Front-End Load CLASS A No
PACIFIC FUNDS HIGH INCOME PLHYX USD 0 USD 0 Bond No Load ADVISOR CLASS Yes
PACIFIC FUNDS SHORT DURATION INCOME PLADX USD 1,000 USD 1,000 Bond Front-End Load CLASS A No
PACIFIC FUNDS SHORT DURATION INCOME PLDSX USD 0 USD 0 Bond No Load ADVISOR CLASS Yes
PACIFIC FUNDS STRATEGIC INCOME PLSTX USD 1,000 USD 1,000 Bond Front-End Load CLASS A No
PACIFIC FUNDS STRATEGIC INCOME PLCNX USD 1,000 USD 0 Bond Level Load CLASS C No
PACIFIC FUNDS STRATEGIC INCOME PLSFX USD 0 USD 0 Bond No Load ADVISOR CLASS Yes
PACIFIC FUNDS ULTRA SHORT INCOME PLUDX USD 0 USD 0 N/A No Load ADVISOR CLASS Yes

Notes:

  1. Advisor minimums may be lower.