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| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1057 | 1006 | 1093 | 1345 | 1214 | 1739 |
| Fund Return | 5.71% | 0.6% | 9.25% | 10.38% | 3.96% | 5.69% |
| Place in category | 51 | 57 | 64 | 40 | 57 | 42 |
| % in Category | 59 | 53 | 62 | 47 | 69 | 59 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Pacific Select Optimization Growth | 6.09B | 9.94 | 14.14 | 8.59 | ||
| Pacific Select Equity Index Portfol | 6.2B | 12.93 | 20.70 | 15.05 | ||
| Pacific Select Pacific Dynamix Gr I | 1.81B | 11.47 | 16.17 | 10.12 | ||
| Pacific Select Optimization Conserv | 845.9M | 3.13 | 7.95 | 3.88 | ||
| Pacific Select Main Street Core Por | 805.08M | 6.27 | 17.18 | 12.63 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Vanguard Wellesley Income Admiral | 39.64B | 4.12 | 8.67 | 5.74 | ||
| Vanguard Tax-Managed Balanced Adm | 12.33B | 6.09 | 11.74 | 8.43 | ||
| Vanguard Wellesley Income Inv | 7.22B | 4.07 | 8.60 | 5.66 | ||
| American Funds Income Portfolio A | 6.78B | 6.58 | 12.00 | 7.16 | ||
| American Funds Tx-Advtg Inc A | 5.02B | 7.25 | 12.44 | 7.65 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Pacific Select Intermediate Bond P | - | 13.21 | - | - | |
| Pacific Select Diversified Bond P | - | 8.69 | - | - | |
| Pacific Select Total Return P | - | 8.65 | - | - | |
| Pacific Select Bond Plus P | - | 6.50 | - | - | |
| Pacific Select Large-Cap Plus Bd Alpha P | - | 5.25 | - | - |
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | Buy | Buy | Buy |
| Technical Indicators | Strong Buy | BUY | Strong Buy |
| Summary | Strong Buy | Buy | Strong Buy |
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