| 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 | | |
0.61%
|
| | |
0.61%
|
|
Service Fee | | |
0.20%
|
| | |
0.00%
|
|
Other Expenses | | |
0.04%
|
| | |
0.04%
|
|
Total Annual Fund Operating Expenses | | |
0.85%
|
| | |
0.65%
|
|
| | |
1 year
|
| | |
3 years
|
| | |
5 years
|
| | |
10 years
|
|
Class I | | |
$87
|
| | |
$271
|
| | |
$471
|
| | |
$1,049
|
|
Class P | | |
$66
|
| | |
$208
|
| | |
$362
|
| | |
$810
|
|
Average Annual Total Returns
|
| | | | | | | | | |
(For the periods ended
December 31, 2023) |
| |
1 year
|
| |
5 years
|
| |
10 years
|
|
Class I (incepted January 4, 1999) | | |
14.91%
|
| |
12.97%
|
| |
8.78%
|
|
Class P (incepted May 2, 2011) | | |
15.14%
|
| |
13.20%
|
| |
9.00%
|
|
S&P 500 Index (reflects no deductions for fees, expenses, or taxes) (Regulatory Benchmark)
|
| |
26.29%
|
| |
15.69%
|
| |
12.03%
|
|
Russell 1000 Value Index (reflects no deductions for fees, expenses, or taxes)
|
| |
11.46%
|
| |
10.91%
|
| |
8.40%
|
|
Portfolio Manager and Primary Title with Sub-Adviser |
| | Experience with Fund |
|
Dmitry Khaykin, Managing Director and Portfolio Manager
|
| | Since 2007 | |
Deepon Nag, Director and Portfolio Manager | | | Since 2023 | |