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POCAX
Pacific Funds Portfolio Optimization Moderate - Class A
Analysis
Holdings
Dividends
Technical Analysis
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Similar Mutual Funds

POCAX Mutual Fund Price & Analysis

The Pacific Funds Portfolio Optimization Moderate - Class A (POCAX) is a mutual fund that aims to provide moderate growth and income by investing in a diversified portfolio of stocks, bonds, and other securities. The fund is managed by Pacific Life Fund Advisors and utilizes a strategic asset allocation approach to optimize returns while managing risk. POCAX is suitable for investors seeking a balanced and diversified investment option.

POCAX Mutual Fund Chart & Stats

Previous Close$11.38
Sub-CategoryModerate Allocation
Total Liabilities6.71M
Last Dividend Ex-Date
Dec 30, 2024
Expense RatioN/A
Holding Count18
Brandaristotle fund series trust
Dividend Yield
 (6.04%)
CategoryBalanced
Total Assets664.97M
Shares OutstandingN/A
52-Week Range$10.75 - $13.04

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Top 10 Holdings

Name
Weight %
PLIIX
Aristotle Core Income Fund
21.53%
ARILX
Aristotle Core Equity Fund
15.47%
ARIGX
Aristotle Growth Equity Fund
12.42%
IWD
iShares Russell 1000 Value ETF
11.91%
ARIFX
Aristotle International Equity
6.91%
IWP
iShares Russell Mid-Cap Growth ETF
5.48%
PLHIX
Aristotle High Yield Bond Fund
5.47%
PLSDX
Aristotle Short Duration Incom
5.02%
IWN
iShares Russell 2000 Value ETF
2.99%
PLFRX
Aristotle Floating Rate Income
2.51%
Total89.72%
Go to Holdings >

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