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PLBCX Pacific Funds Floating Rate Income C

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Fund PLBCX Pacific Funds Floating Rate Income C SNLN Highland/iBoxx Senior Loan ETF LFRFX Lord Abbett Floating Rate F  
Similarity
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100% 95% 98%
Annual Fees
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$190.62
(1.87% Exp. Ratio)
$56.06
(0.55% Exp. Ratio)
$71.35
(0.70% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.94% annual return
$10,088.00 $15,062.41 $14,395.55
Est. savings over 30 yrs +$4,974.42 +$4,307.56
Return
As of 11/30/16
1 YR RETURN 5.82%
3 YR 1.87%
5 YR 4.16%
10 YR --
1 YR RETURN 6.36%
3 YR 1.95%
5 YR --
10 YR --
1 YR RETURN 8.06%
3 YR 3.50%
5 YR 5.39%
10 YR --
Description
The investment seeks a high level of current income. The fund invests principally in income producing floating rate loans and floating rate debt securities. Under normal circumstances, it invests at least 80% of its assets in floating rate loans and floating rate debt securities. The fund may invest up to 25% of its assets in U.S. dollar denominated foreign investments, principally in developed markets. It may invest up to 20% of its assets in certain other types of debt instruments or securities including non-investment grade (high yield/high risk, sometimes called "junk bonds") debt instruments.
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the price and yield performance of the Markit iBoxx USD Liquid Leveraged Loan Index. The fund will, under normal circumstances, invest at least 80% of its assets (the "80% basket") in component securities of the underlying index. The underlying index is a subset of the Markit iBoxx USD Leveraged Loan Index. "Leveraged Loans" are loans to companies that typically already have a high amount of debt and are often characterized by lower credit ratings or higher interest rates. It is non-diversified.
The investment seeks a high level of current income. Under normal conditions, the fund pursues its investment objective by investing at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in floating or adjustable rate senior loans. It may invest up to 25% of its total assets in senior loans made to foreign-domiciled borrowers and foreign securities, including emerging market securities. The fund may invest up to 20% of its net assets in other types of debt securities and short-term instruments. In addition, it may invest up to 10% of its net assets in derivatives.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

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