Latest filings (excl ownership)
N-PX
Annual report of proxy voting record
22 Aug 23
N-CEN
Annual report (registered investment company)
28 Jun 23
N-CEN
Annual report (registered investment company)
7 Jun 23
N-CSR
Certified annual shareholder report (management investment company)
1 Jun 23
N-CSRS
Certified semi-annual shareholder report (management investment company)
1 Dec 22
CORRESP
Correspondence with SEC
20 Sep 22
N-PX
Annual report of proxy voting record
26 Aug 22
N-CEN
Annual report (registered investment company)
9 Jun 22
N-CSR
Certified annual shareholder report (management investment company)
2 Jun 22
DEF 14C
Information statement
21 Jan 22
DEF 14C
Information statement
21 Jan 22
DEF 14C
Information statement
21 Jan 22
N-CSRS
Certified semi-annual shareholder report (management investment company)
2 Dec 21
N-PX
Annual report of proxy voting record
26 Aug 21
N-CEN
Annual report (registered investment company)
9 Jun 21
N-CSR
Certified annual shareholder report (management investment company)
3 Jun 21
DEF 14C
Information statement
26 Jan 21
N-CSRS
Certified semi-annual shareholder report (management investment company)
3 Dec 20
DEF 14C
Information statement
28 Oct 20
N-PX
Annual report of proxy voting record
28 Aug 20
DEF 14C
Information statement
27 Jul 20
N-CEN
Annual report (registered investment company)
8 Jun 20
N-CSR
Certified annual shareholder report (management investment company)
4 Jun 20
DEF 14C
Information statement
10 Feb 20
N-CSRS
Certified semi-annual shareholder report (management investment company)
4 Dec 19
N-CEN/A
Annual report (registered investment company) (amended)
20 Sep 19
N-PX
Annual report of proxy voting record
27 Aug 19
DEF 14C
Information statement
19 Aug 19
DEF 14C
Information statement
26 Jul 19
CORRESP
Correspondence with SEC
26 Jul 19
CORRESP
Correspondence with SEC
15 Jul 19
CORRESP
Correspondence with SEC
21 Jun 19
N-CEN
Annual report (registered investment company)
12 Jun 19
N-CSR
Certified annual shareholder report (management investment company)
6 Jun 19
CORRESP
Correspondence with SEC
4 Jun 19
DEFR14A
Revised proxy
1 May 19
DEF 14A
Definitive proxy
29 Apr 19
N-CSRS
Certified semi-annual shareholder report (management investment company)
6 Dec 18
DEF 14C
Information statement
29 Oct 18
N-PX
Annual report of proxy voting record
30 Aug 18
Latest ownership filings
NPORT-P
PF Inflation Managed Fund (Mar 2023 report)
10 May 23
NPORT-P
Pacific Funds Floating Rate Income (Mar 2023 report)
10 May 23
NPORT-P
Pacific Funds Portfolio Optimization Moderate (Mar 2023 report)
10 May 23
NPORT-P
Pacific Funds Strategic Income (Mar 2023 report)
10 May 23
NPORT-P
Pacific Funds Small/Mid-Cap (Mar 2023 report)
10 May 23
NPORT-P
PF Large-Cap Value Fund (Mar 2023 report)
10 May 23
NPORT-P
Pacific Funds Short Duration Income (Mar 2023 report)
10 May 23
NPORT-P
PF Emerging Markets Debt Fund (Mar 2023 report)
10 May 23
NPORT-P
PF Multi-Asset Fund (Mar 2023 report)
10 May 23
NPORT-P
Pacific Funds Core Income (Mar 2023 report)
10 May 23
NPORT-P
PF Real Estate Fund (Mar 2023 report)
10 May 23
NPORT-P
Pacific Funds Small-Cap Value (Mar 2023 report)
10 May 23
NPORT-P
Pacific Funds Portfolio Optimization Growth (Mar 2023 report)
10 May 23
NPORT-P
Pacific Funds Portfolio Optimization Moderate-Conservative (Mar 2023 report)
10 May 23
NPORT-P
Pacific Funds Small-Cap (Mar 2023 report)
10 May 23
NPORT-P
Pacific Funds Ultra Short Income (Mar 2023 report)
10 May 23
NPORT-P
Pacific Funds High Income (Mar 2023 report)
10 May 23
NPORT-P
PF International Growth Fund (Mar 2023 report)
10 May 23
NPORT-P
PF Small-Cap Value Fund (Mar 2023 report)
10 May 23
NPORT-P
Pacific Funds ESG Core Bond (Mar 2023 report)
10 May 23
NPORT-P
PF Managed Bond Fund (Mar 2023 report)
10 May 23
NPORT-P
Pacific Funds Portfolio Optimization Aggressive-Growth (Mar 2023 report)
10 May 23
NPORT-P
PF Small-Cap Growth Fund (Mar 2023 report)
10 May 23
NPORT-P
PF Short Duration Bond Fund (Mar 2023 report)
10 May 23
NPORT-P
Pacific Funds Portfolio Optimization Conservative (Mar 2023 report)
10 May 23
NPORT-P
PF International Value Fund (Mar 2023 report)
10 May 23
NPORT-P
PF Growth Fund (Mar 2023 report)
10 May 23
NPORT-P
PF Emerging Markets Fund (Mar 2023 report)
10 May 23
NPORT-P
PF International Small-Cap Fund (Mar 2023 report)
10 May 23
NPORT-P
Pacific Funds Ultra Short Income (Dec 2022 report)
27 Feb 23
NPORT-P
Pacific Funds Core Income (Dec 2022 report)
27 Feb 23
NPORT-P
PF International Small-Cap Fund (Dec 2022 report)
27 Feb 23
NPORT-P
Pacific Funds High Income (Dec 2022 report)
27 Feb 23
NPORT-P
Pacific Funds Portfolio Optimization Conservative (Dec 2022 report)
27 Feb 23
NPORT-P
Pacific Funds Short Duration Income (Dec 2022 report)
27 Feb 23
NPORT-P
Pacific Funds Portfolio Optimization Aggressive-Growth (Dec 2022 report)
27 Feb 23
NPORT-P
Pacific Funds Small-Cap Value (Dec 2022 report)
27 Feb 23
NPORT-P
Pacific Funds Portfolio Optimization Moderate-Conservative (Dec 2022 report)
27 Feb 23
NPORT-P
PF Emerging Markets Fund (Dec 2022 report)
27 Feb 23
NPORT-P
Pacific Funds Strategic Income (Dec 2022 report)
27 Feb 23