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Mutual Fund Insights: PL Portfolio Optimization Conservative C Fund (POACX)

In-depth Analysis of PL Portfolio Optimization Conservative C Fund (POACX)

Mutual fund chart: PL Portfolio Optimization Conservative C Fund (POACX)

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See PL Portfolio Optimization Conservative C Fund (POACX) performance details as of January 31, 2010

  

    Last Trade: $10.32 on 3/18/2010, Change: -0.02 (-0.19%)
Experiment our closing price forecasting tool for PL Portfolio Optimization Conservative C Fund (POACX) (alpha release)

  

Fund Manager - Howard T. Hirakawa

Fund Manager Tenure: 6.2 years   [Similar Funds: POAAX  POABX  POARX  POBCX ]
Fundmojo Fund Grade: B (Score: 0.69)     (What does this score mean?)
Hirakawa is a vice president of Pacific Life. He joined the company in 1990 and is responsible for the investment oversight relating to the company?s assets in the Pacific Select Fund, Pacific Funds, and asset allocation services. Hirakawa was assistant vice president of Pacific Life from April 2000 to April 2005 until he was promoted to his current position. Hirakawa holds the Chartered Financial Analyst designation.  Get more insights on Howard T. Hirakawa

  

What we like about PL Portfolio Optimization Conservative C Fund (POACX) What we like about PL Portfolio Optimization Conservative C Fund (POACX)

Data for PL Portfolio Optimization Conservative C Fund (POACX) as of January 31, 2010

  • PL Portfolio Optimization Conservative C Fund (POACX) management has been with PL Portfolio Optimization Conservative C Fund for 6.2 years
  • PL Portfolio Optimization Conservative C Fund (POACX) has good mid-term performance (3-year return 3.42% vs 0.26% Conservative Allocation category average)
  • PL Portfolio Optimization Conservative C Fund (POACX) has good Long-term performance (5-year return 3.65% vs 2.80% Conservative Allocation category average)
  • PL Portfolio Optimization Conservative C Fund (POACX) ratio of up-years vs down years is greater than 2
  • PL Portfolio Optimization Conservative C Fund (POACX) has a Morningstar rating of 4 and above
  • PL Portfolio Optimization Conservative C Fund (POACX) is less volatile than its peers as it has a 3-year Standard Deviation of 7.89, lower than category average of 10.66

  

What we are cautious about PL Portfolio Optimization Conservative C Fund (POACX) What we are cautious about PL Portfolio Optimization Conservative C Fund (POACX)

Data for PL Portfolio Optimization Conservative C Fund (POACX) as of January 31, 2010

  • PL Portfolio Optimization Conservative C Fund is a focused fund with 96.11% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • PL Portfolio Optimization Conservative C Fund (POACX) has a less-than-ideal short-term performance (1-year return 19.64% vs 22.81% Conservative Allocation category average)
  • PL Portfolio Optimization Conservative C Fund (POACX) has a higher management fee of 1.97% than its Conservative Allocation average of 0.86%
  • PL Portfolio Optimization Conservative C Fund (POACX) carries a 1% load
See PL Portfolio Optimization Conservative C Fund (POACX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Conservative Allocation category?

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PL Portfolio Optimization Conservative C Fund (POACX) Net Asset

Track net asset change of PL Portfolio Optimization Conservative C fund (POACX)

DateNet Asset
01/2010$62.23M
11/2009$57.31M
10/2009$53.82M
More historic net asset information on PL Portfolio Optimization Conservative C Fund (POACX)

  

PL Portfolio Optimization Conservative C Fund (POACX) Portfolio Allocation

Track portfolio allocation change of PL Portfolio Optimization Conservative C fund (POACX)

DateCashStockBondOther
01/201032.47%17.37%47.9%2.26%
10/200918.29%16.59%62.78%2.34%
07/200915.01%18.27%61.44%5.29%
Click here to see more historic asset allocation information on PL Portfolio Optimization Conservative C Fund (POACX)

  

Most Recent Top 10 Holdings in PL Portfolio Optimization Conservative C Fund (POACX)

Discover what PL Portfolio Optimization Conservative C Fund (POACX) manager is buying

31-Jan-10
PL Managed Bond A [38.36%]
PL Inflation Managed A [18.1%]
PL Short Duration Bond A [13.98%]
PL Floating Rate Loan A [8.94%]
PL Large-Cap Value A [4.84%]
PL Mid-Cap Equity A [2.91%]
PL Comstock A [2.89%]
PL Main Street Core A [2.06%]
PL International Large-Cap A [2.06%]
PL Growth LT A [1.97%]

31-Oct-09
PL Managed Bond A [36.45%]
PL Inflation Managed A [17.65%]
PL Short Duration Bond A [13.78%]
PL Floating Rate Loan A [8.9%]
PL Large-Cap Value A [4.97%]
PL Comstock A [3.34%]
PL Mid-Cap Equity A [3.2%]
PL International Large-Cap A [2.42%]
PL Main Street Core A [2.37%]
PL Growth LT A [2.35%]

31-Jul-09
PL Managed Bond A [37.38%]
PL Inflation Managed A [17.64%]
PL Short Duration Bond A [13.62%]
PL Floating Rate Loan A [8.96%]
PL Large-Cap Value A [5.19%]
PL Comstock A [3.24%]
PL Mid-Cap Equity A [3.16%]
PL International Value A [2.18%]
PL Main Street Core A [2.18%]
PL International Large-Cap A [2.17%]
Click here for Stock Holding Change Map in PL Portfolio Optimization Conservative C Fund (POACX)

  

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