Pacific Funds is a family of mutual funds designed for growth, income generation, and diversification. Our managers seek to deliver consistent results with downside protection strategies to help shareholders meet their long-term financial goals. We provide value to our clients through high-quality service standards, thought leadership, and product innovation.

Commentary

Dis-Loan-Cation: Today’s Bank Loan Market

While technicals for the asset class remain a headwind in the near-term, bank loans may provide an attractive opportunity and relative value.

Commentary

Growing Opportunities in Credit

For investors searching for yield in volatile markets, corporate credit may be the answer.

Commentary

Fixed Income, A Better Alternative?

Liquid alternatives have not bested bonds on most key measures.

Commentary

COVID-19 Update #5: The Kitchen Sink

Fed backstop rescues market… for now.

White Paper

BBB Bubble?

Investors have become increasingly concerned about the sharp rise in BBB rated corporate debt, and it’s easy to see why. BBB debt has risen over 200% since 2008 and represents about 50% of the investment-grade corporate market’s debt.

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Pacific Funds Strategic Income Portfolio Manager Q&A

Pacific FundsSM Strategic Income Portfolio Manager Brian Robertson discusses the portfolio management team’s investment process and philosophy.

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Staying the Course

Pacific FundsSM portfolio managers discuss how they were able to “stay the course” during the market volatility in early 2018.

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2018 Perspectives Mid-Year Outlook: Tailwinds, Headwinds, and Investment Implications

Given an improving global growth story and rising asset prices, what do we expect for the remainder of 2018? In this outlook, Pacific Funds investment managers discuss insights, themes, and trends that may shape the market for the rest of the year.

Video

Why Abandon a Rising Star?

Many investors allocate their U.S. equity holdings among both large-cap stocks for their relative stability, and small-cap stocks for their expectational upside, which refers to the potential for companies to significantly outperform market expectations over the long term. But what happens to the opportunity offered by small-caps when they become mid-caps?

White Paper

Loans or Bonds?

With current yields for high-yield bonds and floating-rate loans nearly equal, investors give up little income potential to move higher in the capital structure with loans, which helps reduce downside risk and volatility in their portfolio. The portfolio managers of Pacific Asset Management, manager for Pacific Funds ℠ Fixed-Income Funds, discuss how to navigate these markets.

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Bricks and Clicks: The Changing Nature of Retail

In recent years, the retail industry has experienced major shake-ups in regard to shifting business models, including the increasing popularity of e-commerce. Businesses that rely on revenue exclusively from physical stores—once the all-important showrooms for goods and services—have not only become less relevant, but also less efficient from a cost perspective.

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Bricks and Clicks: The Changing Nature of Retail

In recent years, the retail industry has experienced major shake-ups, including the increasing popularity of e-commerce. But the rise in e-commerce has not impacted all retail sectors equally. To understand the implications of this shift, we interviewed the portfolio managers of Rothschild Asset Management Inc., subadvisor for Pacific Funds℠ U.S. Equity Funds.

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Pacific Funds Perspectives Annual Outlook

Are low levels of volatility and continued growth sustainable? In this outlook, Pacific Funds investment managers discuss insights, themes, and trends that may shape the market in 2018.

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Value, Growth, or Both? A Framework for Allocating to Small-Cap U.S. Equity

While investing solely in a small-cap core strategy can provide a set-it-and-forget-it approach, those who believe in rebalancing or taking tactical views may prefer both small-cap value and small-cap growth strategies.

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Portfolio Manager Viewpoints

Given relative-value considerations and the potential for a return of volatility, bank loans may serve as a strong complement to other risk factors in an overall diversified portfolio. In this article, Pacific Funds portfolio managers, JP Leasure and Michael Marzouk, discuss the loan market, outlook, and portfolio strategy for the remainder of 2017.