PLDDX Mutual Fund

PLDDX Mutual Fund

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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%
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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

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. Go to all PLDDX holdings, PLDDX sectors, or PLDDX dividends.

PLDDX can be compared against other funds. Use PLDDX overlap to find shared positions, or PLDDX vs another fund for a side-by-side view. PLDDX alternatives are available via the screener, along with tax-loss harvesting opportunities.