| Pacific Life Annuity Contract Owners: | | | 1-800-722-4448 | | |
(6 a.m. – 5 p.m. Pacific time, Monday through Friday)
|
|
| Annuity Financial Advisors: | | | 1-800-722-2333 | | |
(6 a.m. – 5 p.m. Pacific time, Monday through Friday)
|
|
| Pacific Life Insurance Policy Owners: | | | 1-800-347-7787 | | |
(5 a.m. – 5 p.m. Pacific time, Monday through Friday)
|
|
| PL&A Annuity Contract Owners: | | | 1-800-748-6907 | | |
(6 a.m. – 5 p.m. Pacific time, Monday through Friday)
|
|
| PL&A Life Insurance Policy Owners: | | | 1-888-595-6997 | | |
(5 a.m. – 5 p.m. Pacific time, Monday through Friday)
|
|
| | |
Class I
|
| | |
Class P
|
|
Management Fee | | |
0.10%
|
| | |
0.10%
|
|
Service Fee | | |
0.20%
|
| | |
0.00%
|
|
Other Expenses | | |
0.03%
|
| | |
0.02%
|
|
Acquired Fund Fees and Expenses2 | | |
0.52%
|
| | |
0.52%
|
|
Total Annual Fund Operating Expenses | | |
0.85%
|
| | |
0.64%
|
|
| | |
1 year
|
| | |
3 years
|
| | |
5 years
|
| | |
10 years
|
|
Class I | | |
$87
|
| | |
$271
|
| | |
$471
|
| | |
$1,049
|
|
Class P | | |
$65
|
| | |
$205
|
| | |
$357
|
| | |
$798
|
|
|
BROAD ASSET CLASS ALLOCATIONS
|
| |||
|
Debt
|
| |
Equity
|
|
|
60 – 90%
|
| |
10 – 40%
|
|
Average Annual Total Returns
|
| | | | | | | | | | |||
(For the periods ended
December 31, 2023) |
| |
1 year
|
| |
5 years
|
| |
10
years |
| |
Since
Inception |
|
Class I (incepted May 2, 2011)
|
| |
9.22%
|
| |
3.13%
|
| |
2.84%
|
| |
N/A
|
|
Class P (incepted
October 31, 2019) |
| |
9.44%
|
| |
N/A
|
| |
N/A
|
| |
1.52%
|
|
Bloomberg US Aggregate Bond Index (reflects no deductions for fees, expenses, or taxes)
|
| |
5.53%
|
| |
1.10%
|
| |
1.81%
|
| |
N/A
|
|
S&P 500 Index (reflects no deductions for fees, expenses, or taxes)
|
| |
26.29%
|
| |
15.69%
|
| |
12.03%
|
| |
N/A
|
|
Portfolio Optimization Conservative Composite Benchmark (reflects no deductions for fees, expenses, or taxes)
|
| |
9.09%
|
| |
3.89%
|
| |
3.51%
|
| |
N/A
|
|
Portfolio Manager and Primary Title with Investment Adviser |
| | Experience with Fund |
|
Howard T. Hirakawa, CFA, Senior Vice President and Portfolio Manager
|
| |
Since 2011
(Fund Inception) |
|
Carleton J. Muench, CFA, Vice President and Portfolio Manager
|
| |
Since 2011
(Fund Inception) |
|
Edward Sheng, PhD, CFA, CAIA, Assistant Vice President and Portfolio Manager
|
| | Since 2021 | |
Samuel S. Park, Director and Portfolio Manager | | | Since 2013 | |
Jordan Fettman, CFA, CAIA, Assistant Vice President and Portfolio Manager
|
| | Since 2023 | |
Emily Dai, CFA, Director and Portfolio Manager | | | Since 2023 | |