Pacific FundsSM Small/Mid-Cap

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Pacific Funds Small/Mid-Cap offers shareholders:

A Time-Tested Process
For more than 25 years, the investment team has managed institutional assets using a process rooted in fundamental analysis and designed to identify potential catalysts for a stock’s positive relative performance.
Focused on Expectational Upside
The Fund seeks to outperform its benchmark by investing in a mix of stocks the team believes is attractively valued and should provide a controlled level of risk in down markets.
Anchored in Style Purity
Stocks whose market capitalization falls within the range of the Russell 2500 Index, and are expected to achieve above-average returns relative to the Fund’s benchmark over a market cycle, will be selected for the Fund.

Fund Overview

Investment Goal: The Fund seeks long-term capital appreciation.

Investment Strategy: The Fund invests in securities that the portfolio management team believes are attractively valued with the potential to exceed investor expectations. Under normal circumstances, this Fund invests at least 80% of its assets in common stocks and other equity securities of small and medium capitalization U.S. companies. The Fund defines small and medium capitalization companies as companies whose market capitalizations fall within the range of the Russell 2500 Index at the time of purchase. The market capitalization of the companies in the Fund's portfolio and the Russell 2500 Index changes over time; the Fund will not automatically sell or cease to purchase stock of a company it already owns just because the company's market capitalization changes.


Fund Literature


Investment Management

Sub-advised by Rothschild & Co Asset Management US Inc.

Portfolio Managers

Tina Jones, CFA: Chief Investment Officer; 25 years of investment experience

Joseph Bellantoni, CFA: Managing Director; 23 years of investment experience

Douglas J. Levine, CFA: Managing Director; 21 years of investment experience

Michael Kehoe: Managing Director; 19 years of investment experience

Eric Fraser, CFA: Director; 14 years of investment experience

Investment Adviser

Pacific Life Fund Advisors LLC



About Principal Risk

All investing involves risk, including the possible loss of the principal amount invested. There is no guarantee that the Fund will achieve its investment goal. Equity securities tend to go up or down in value, sometimes rapidly and unpredictably. Small- and mid-capitalization companies may be more susceptible to liquidity risk and price volatility risk, and more vulnerable to economic, market and industry changes than larger, more established companies. 


DOL - Pacific Funds

Pacific Life Insurance Company is the administrator for Pacific Funds. It is not a fiduciary and therefore does not give advice or make recommendations regarding insurance or investment products.

Investors should consider a fund's investment goal, risks, charges, and expenses carefully before investing. The prospectus and/or the applicable summary prospectus contain this and other information about the Fund and are available from your financial advisor. The prospectus and/or summary prospectus should be read carefully before investing.

All share classes may not be available at all firms, and not all investors may be eligible for all share classes.

Third-party trademarks and service marks are the property of their respective owners.

Rothschild & Co Asset Management US Inc. is unaffiliated with Pacific Life Insurance Company.


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 parties. Pacific Funds refers to Pacific Funds Series Trust.


No bank guarantee • May lose value • Not FDIC insured