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Morningstar

Pacific Funds ESG Core Bond I PLEBX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 8.65  /  0.12 %
  • Total Assets 26.3 Mil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.480%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Intermediate Core Bond
  • Credit Quality / Interest Rate Sensitivity —
  • Min. Initial Investment 500,000
  • Status Open
  • TTM Yield 2.00%
  • Effective Duration —

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis PLEBX

Will PLEBX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PLEBX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the PLEBX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of PLEBX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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Pacific Funds ESG Core Bond I's Average Process Pillar and People Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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