PLDDX Mutual Fund

Fund Essentials

Net Assets
$21M
Expense Ratio
0.45%
Dividend Yield (Current)
1.57%
Holdings
948
Inception Date
Jun 28, 2019
Fund Family
Pacific Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly

Performance

Asset Allocation

Stocks: 78.82%
Bonds: 16.02%
Other: 5.16%

Price Chart (6M)

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Top Holdings

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Dividend Summary

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Dividend Yield (Current)
1.57%
Frequency
Monthly

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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PLDDX Mutual Fund Overview

PLDDX Mutual Fund (Pacific Funds Diversified Income) is managed by Pacific Funds with $21.4M in net assets. PLDDX expense ratio is 0.45%, holding 948 positions across various sectors. Inception date: 2019-06-28.

PLDDX performance shows data across multiple time periods.. PLDDX dividend yield stands at 1.57%, paid monthly.

PLDDX top holdings include a diversified portfolio. View all PLDDX holdings, sector breakdown, or dividend history.

PLDDX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PLDDX alternatives are available via the screener, along with tax-loss harvesting opportunities.