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Mutual Fund Insights: PL Port Optimization Conservative R Fund (POARX)

In-depth Analysis of PL Port Optimization Conservative R Fund (POARX)

Mutual fund chart: PL Port Optimization Conservative R Fund (POARX)

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See PL Port Optimization Conservative R Fund (POARX) performance details as of February 28, 2010

Last Trade: $10.35 on 3/19/2010, Change: -0.02 (-0.19%)

Experiment our closing price forecasting tool for PL Port Optimization Conservative R Fund (POARX) (alpha release)

Fund Manager - Howard T. Hirakawa

Fund Manager Tenure: 6.2 years [Similar Funds: POAAX POABX POACX POBRX ]
Fundmojo Fund Grade: A (Score: 0.73) (What does this score mean?)

Howard T. Hirakawa is a vice president of Pacific Life. Howard T. Hirakawa joined the company in 1990 and is responsible for the investment oversight relating to the companyâs assets in the Pacific Select Fund, Pacific Funds, and asset allocation services. Howard T. Hirakawa was assistant vice president of Pacific Life from April 2000 to April 2005 until Howard T. Hirakawa was promoted to his current position. Howard T. Hirakawa holds the Chartered Financial Analyst designation. Get more insights on Howard T. Hirakawa

What we like about PL Port Optimization Conservative R Fund (POARX)

Data for PL Port Optimization Conservative R Fund (POARX) as of February 28, 2010

PL Port Optimization Conservative R Fund (POARX) management has been with PL Port Optimization Conservative R Fund for 6.2 years
PL Port Optimization Conservative R Fund (POARX) has good mid-term performance (3-year return 3.86% vs 0.52 % Conservative Allocation category average)
PL Port Optimization Conservative R Fund (POARX) has good Long-term performance (5-year return 4.10% vs 2.86 % Conservative Allocation category average)
PL Port Optimization Conservative R Fund (POARX) has a Morningstar rating of 4 and above
PL Port Optimization Conservative R Fund (POARX) has an annual stock turnover rate of 26.41% vs Conservative Allocation average of 126.79%. It is good that PL Port Optimization Conservative R management does not trade extensively for its return.
PL Port Optimization Conservative R Fund (POARX) is less volatile than its peers as it has a 3-year Standard Deviation of 7.84, lower than category average of 10.73
PL Port Optimization Conservative R Fund (POARX) has a lower management fee than its Conservative Allocation average: 0.41% vs 0.85%

What we are cautious about PL Port Optimization Conservative R Fund (POARX)

Data for PL Port Optimization Conservative R Fund (POARX) as of February 28, 2010

PL Port Optimization Conservative R 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 Port Optimization Conservative R Fund (POARX) has a less-than-ideal short-term performance (1-year return 24.48% vs 30.03 % Conservative Allocation category average)
PL Port Optimization Conservative R Fund (POARX) ratio of up-years vs down years can be improved
Even though PL Port Optimization Conservative R Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses

See PL Port Optimization Conservative R Fund (POARX) performance details as of February 28, 2010

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PL Port Optimization Conservative R Fund (POARX) Net Asset

Track net asset change of PL Port Optimization Conservative R fund (POARX)

Date	Net Asset
02/2010	$156.31M
01/2010	$7.23M
11/2009	$6.50M

More historic net asset information on PL Port Optimization Conservative R Fund (POARX)

PL Port Optimization Conservative R Fund (POARX) Portfolio Allocation

Track portfolio allocation change of PL Port Optimization Conservative R fund (POARX)

Date	Cash	Stock	Bond	Other
01/2010	32.47%	17.37%	47.9%	2.26%
10/2009	18.29%	16.59%	62.78%	2.34%
09/2009	14.97%	18.29%	62.12%	4.61%

Click here to see more historic asset allocation information on PL Port Optimization Conservative R Fund (POARX)

Most Recent Top 10 Holdings in PL Port Optimization Conservative R Fund (POARX)

Discover what PL Port Optimization Conservative R Fund (POARX) 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%]

30-Sep-09

Click here for Stock Holding Change Map in PL Port Optimization Conservative R Fund (POARX)

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Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data.