Managed Bond Portfolio

Data updated: 2026-05-27

C000078080 — Managed Bond Portfolio data: holdings, portfolio allocation, expenses, performance, cashflows, risk and SEC filings. Long Total / Aggregate Bond · $1.52B AUM · 1.07% expense ratio · 4.9% 1-yr return. From SEC regulatory filings.

C000078080 Fund Overview

Managed Bond Portfolio is a US mutual fund managed by Pacific Select Fund, categorised as Long Total / Aggregate Bond. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.

  • Type: US mutual fund
  • Manager: Pacific Select Fund
  • Category: Long Total / Aggregate Bond
  • Assets under management: $1.52B
  • 1-year return: 4.9%
  • SEC CIK: 0000813900
  • SEC series ID: S000026011
  • Share class ID: C000078080

C000078080 Holdings

Top 10 holdings of Managed Bond Portfolio by percentage of net assets, from the fund's latest SEC N-PORT filing.

Holding% of net assets
Umbs, Tba9.27%
Umbs, Tba9.22%
Umbs, Tba5.61%
United States Treasury5.44%
Umbs, Tba3.42%
United States Treasury2.48%
BofA Securities, Inc.1.93%
Umbs, Tba1.89%
Umbs, Tba1.89%
United States Treasury1.72%

View all C000078080 holdings

C000078080 Portfolio Allocation

Asset-class allocation of Managed Bond Portfolio by percentage of net assets, from the latest SEC N-PORT filing.

Asset classAllocation
Fixed Income74.7%
Securitized72.3%
Cash & Equivalents5.2%
Derivatives0.8%
Real Estate0.5%
Equity0.1%

C000078080 Performance

Total returns for C000078080 (as of 2026-08-01), from SEC filings.

PeriodTotal return
YTD-0.4%
1 year4.9%
3 years (annualised)4.9%
5 years (annualised)0.8%

C000078080 Risk Information

Risk metrics for C000078080, derived from monthly returns in SEC filings.

  • 1-year volatility (annualised): 4.1%

C000078080 Costs and Fees

C000078080 costs about $107 per $10,000 invested per year in fund expenses.

  • Net expense ratio: 1.07%
  • Gross expense ratio: 1.07%
  • Portfolio turnover: 570%
  • Brokerage commissions: 0.33 bps of average net assets (SEC N-CEN)

C000078080 Cashflows

Over the 12 months to 2026-03, Managed Bond Portfolio had net outflows of $270.63M, from monthly SEC N-PORT filings.

MonthNet flow
2026-03−$225.47M
2026-02−$9.85M
2026-01−$13.08M
2025-12−$7.92M
2025-11$19.75M
2025-10−$25.04M

C000078080 Debt Constituents

Largest debt holdings of Managed Bond Portfolio by percentage of net assets, from the latest SEC N-PORT filing.

Debt holding% of net assets
United States Treasury5.44%
United States Treasury2.48%
United States Treasury1.72%
United States Treasury1.33%
Beignet Investor LLC1.32%
United States Treasury1.32%
United States Treasury1.26%
United States Treasury1.19%
United States Treasury0.87%
United States Treasury0.85%

C000078080 Prospectus and SEC Filings

Official Managed Bond Portfolio filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.

Related Funds

Other Long Total / Aggregate Bond funds tracked on ABC INVEST:

Data Sources

ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.