Description
May 2015
Fed Tightening Periods refer to monetary policy actions aimed to manage economic growth to a sustainable pace and curb
inflation. Central banks typically enforce tight monetary policies by effectively raising short-term interest rates (i.e. Fed funds
rate) through a reduction of the supply of money in the system.
The U.S. Dollar Index indicates the general international value of the USD.
The USDX does this by averaging the exchange rates between the USD and major world currencies. The Intercontinental Exchange computes this by using the rates supplied by some 500 banks. The Barclays U.S. Aggregate Bond Index is composed of approximately 7,000 asset-based, corporate, government, and mortgage-backed bonds. The S&P 500 Index is a market capitalization-weighted index of 500 widely held stocks often used as a proxy for the stock market.
S&P 500 is a registered trademark of Standard & Poor’s Financial Services LLC. The MSCI EAFE Index is an equity index which captures large and mid cap representation across Developed Markets countries around the world, excluding the US and Canada. With 910 constituents, the index covers approximately 85% of the free float-adjusted market capitalization in each country. U.S. High-Yield is based on the Barclays U.S.
High-Yield Index, which covers the universe of fixed rate, non-investment-grade debt. About Pacific Life Fund Advisors Established in 2007, Pacific Life Fund Advisors LLC (PLFA) provides multi-asset and balanced allocation solutions through its asset allocation, manager research, and investment risk management functionalities. PLFA is an SEC-registered investment adviser and a wholly owned subsidiary of Pacific Life Insurance Company (Pacific Life). As of March 31, 2015, PLFA managed approximately $43 billion in total assets. A publication provided by Pacific Funds.
These views represent the opinions of Pacific Life Fund Advisors and are presented for informational purposes only. These views should not be construed as investment advice, the offer or sale of any investment, or to predict performance of any investment. All material is compiled from sources believed to be reliable, but accuracy cannot be guaranteed.
The opinions expressed herein are based on current market conditions, are as of May 2015, and are subject to change without notice. All investing involves risk, including the possible loss of the principal amount invested. You should consider a fund’s investment goal, risks, charges and expenses carefully before investing. The prospectus and, if available, the summary prospectus contain this and other information about the fund and are available from your financial advisor or www.PacificFunds.com. The prospectus and/or summary prospectus should be read carefully before investing. Pacific Life Fund Advisors LLC (PLFA), a wholly owned subsidiary of Pacific Life Insurance Company, is the investment advisor to the Pacific Funds. PLFA also does business under the name Pacific Asset Management and manages certain funds under that name. Effective December 31, 2014, Pacific Life Funds and its family of mutual funds changed its name to Pacific Funds.
In addition, individual funds were also renamed. For more information, please visit www.PacificFunds.com. Mutual funds are offered by Pacific Funds. Pacific Funds are distributed by Pacific Select Distributors, LLC (member FINRA & SIPC), a subsidiary of Pacific Life Insurance Company (Newport Beach, CA), and are available through licensed third-party broker/dealers.
Pacific Funds refers to Pacific Funds Series Trust. W30543-15A 5 of 5 Mailing address: P.O. Box 9768, Providence, RI 02940-9768 (800) 722-2333, Option 2 • www.PacificFunds.com 5 of 5 .
The USDX does this by averaging the exchange rates between the USD and major world currencies. The Intercontinental Exchange computes this by using the rates supplied by some 500 banks. The Barclays U.S. Aggregate Bond Index is composed of approximately 7,000 asset-based, corporate, government, and mortgage-backed bonds. The S&P 500 Index is a market capitalization-weighted index of 500 widely held stocks often used as a proxy for the stock market.
S&P 500 is a registered trademark of Standard & Poor’s Financial Services LLC. The MSCI EAFE Index is an equity index which captures large and mid cap representation across Developed Markets countries around the world, excluding the US and Canada. With 910 constituents, the index covers approximately 85% of the free float-adjusted market capitalization in each country. U.S. High-Yield is based on the Barclays U.S.
High-Yield Index, which covers the universe of fixed rate, non-investment-grade debt. About Pacific Life Fund Advisors Established in 2007, Pacific Life Fund Advisors LLC (PLFA) provides multi-asset and balanced allocation solutions through its asset allocation, manager research, and investment risk management functionalities. PLFA is an SEC-registered investment adviser and a wholly owned subsidiary of Pacific Life Insurance Company (Pacific Life). As of March 31, 2015, PLFA managed approximately $43 billion in total assets. A publication provided by Pacific Funds.
These views represent the opinions of Pacific Life Fund Advisors and are presented for informational purposes only. These views should not be construed as investment advice, the offer or sale of any investment, or to predict performance of any investment. All material is compiled from sources believed to be reliable, but accuracy cannot be guaranteed.
The opinions expressed herein are based on current market conditions, are as of May 2015, and are subject to change without notice. All investing involves risk, including the possible loss of the principal amount invested. You should consider a fund’s investment goal, risks, charges and expenses carefully before investing. The prospectus and, if available, the summary prospectus contain this and other information about the fund and are available from your financial advisor or www.PacificFunds.com. The prospectus and/or summary prospectus should be read carefully before investing. Pacific Life Fund Advisors LLC (PLFA), a wholly owned subsidiary of Pacific Life Insurance Company, is the investment advisor to the Pacific Funds. PLFA also does business under the name Pacific Asset Management and manages certain funds under that name. Effective December 31, 2014, Pacific Life Funds and its family of mutual funds changed its name to Pacific Funds.
In addition, individual funds were also renamed. For more information, please visit www.PacificFunds.com. Mutual funds are offered by Pacific Funds. Pacific Funds are distributed by Pacific Select Distributors, LLC (member FINRA & SIPC), a subsidiary of Pacific Life Insurance Company (Newport Beach, CA), and are available through licensed third-party broker/dealers.
Pacific Funds refers to Pacific Funds Series Trust. W30543-15A 5 of 5 Mailing address: P.O. Box 9768, Providence, RI 02940-9768 (800) 722-2333, Option 2 • www.PacificFunds.com 5 of 5 .
