Diversified Alternatives Portfolio

Data updated: 2019-11-27

C000161611 — Diversified Alternatives Portfolio data: holdings, portfolio allocation, expenses, performance, cashflows, risk and SEC filings. Total Return Allocation · $6.30M AUM · 1.33% expense ratio. From SEC regulatory filings.

C000161611 Fund Overview

Diversified Alternatives Portfolio is a US mutual fund managed by Pacific Select Fund, categorised as Total Return Allocation. 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: Total Return Allocation
  • Assets under management: $6.30M
  • SEC CIK: 0000813900
  • SEC series ID: S000051247
  • Share class ID: C000161611

C000161611 Costs and Fees

C000161611 costs about $133 per $10,000 invested per year in fund expenses.

  • Net expense ratio: 1.33%
  • Gross expense ratio: 2.49%
  • Portfolio turnover: 42%
  • Brokerage commissions: 0.00 bps of average net assets (SEC N-CEN)

C000161611 Cashflows

Over the 12 months to 2019-09, Diversified Alternatives Portfolio had net inflows of $822.31K, from monthly SEC N-PORT filings.

MonthNet flow
2019-09$120.78K
2019-08$599.69K
2019-07$101.84K

C000161611 Debt Constituents

No individual debt constituents are reported in Diversified Alternatives Portfolio's latest SEC N-PORT filing.

C000161611 Prospectus and SEC Filings

Official Diversified Alternatives Portfolio filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.

Related Funds

Other Total Return Allocation 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.