Common use of Fund Selection Clause in Contracts

Fund Selection. The minimum initial investment for each fund is $1,000 with $50 subsequent investments. Requests to purchase Class C shares must be less than $1,000,000. The percentages provided below will apply to subsequent investments. Pacific Life employees and immediate family members purchasing a Fixed Income fund should complete the Fixed Income Funds Direct Purchase Form for Class I Shares. Fund Name Class / Fund # Percentage or Class A Class C Equity Pacific Funds Large-Cap 116 316 % Pacific Funds Large-Cap Value 118 318 % Pacific Funds Small/Mid-Cap 133 333 % Pacific Funds Small-Cap 134 334 % Pacific Funds Small-Cap Value 138 338 % Pacific Funds Small-Cap Growth 139 339 % Asset Allocation Pacific Funds Portfolio Optimization Conservative 141 341 % Pacific Funds Portfolio Optimization Moderate-Conservative 142 342 % Pacific Funds Portfolio Optimization Moderate 143 343 % Pacific Funds Portfolio Optimization Growth 144 344 % Pacific Funds Portfolio Optimization Aggressive-Growth 145 345 % Fixed Income Pacific Funds Short Duration Income 113 313 % Pacific Funds Core Income 106 306 % Pacific Funds Strategic Income 114 314 % Pacific Funds Floating Rate Income 110 310 % Pacific Funds High Income 112 312 % TOTAL % Must total 100% Amount $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $

Appears in 2 contracts

Samples: Coverdell Education Savings Account (Esa) Application and Adoption Agreement, Coverdell Education Savings Account Application and Adoption Agreement

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Fund Selection. The minimum initial investment for each fund is $1,000 with $50 subsequent investments. Requests to purchase Class C shares must be less than $1,000,000. The percentages provided below will apply to subsequent investments. Pacific Life employees and immediate family members purchasing a Fixed Income fund should complete the Fixed Income Funds Direct Purchase Form for Class I Shares. Fund Name Class / Fund # Percentage or Class A Class C Equity Pacific Funds Large-Cap 116 316 % Pacific Funds Large-Cap Value 118 318 % Pacific Funds Small/Mid-Cap 133 333 % Pacific Funds Small-Cap 134 334 % Pacific Funds Small-Cap Value 138 338 % Pacific Funds Small-Cap Growth 139 339 % Asset Allocation Pacific Funds Portfolio Optimization Conservative 141 341 % Pacific Funds Portfolio Optimization Moderate-Conservative 142 342 % Pacific Funds Portfolio Optimization Moderate 143 343 % Pacific Funds Portfolio Optimization Growth 144 344 % Pacific Funds Portfolio Optimization Aggressive-Growth 145 345 % Fixed Income Pacific Funds Short Duration Income 113 313 % Pacific Funds Core Income 106 306 % Pacific Funds Strategic Income 114 314 % Pacific Funds Floating Rate Income 110 310 % Pacific Funds High Income 112 312 % TOTAL % Must total 100% Amount $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $

Appears in 1 contract

Samples: Coverdell Education Savings Account (Esa) Application and Adoption Agreement

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Fund Selection. The minimum initial investment for each fund is $1,000 with $50 subsequent investments. Requests to purchase Class C shares must be less than $1,000,000. The percentages provided below will apply to subsequent investments. Pacific Life employees and immediate family members purchasing a Fixed Income fund or Equity fund should complete the Fixed Income Funds Direct Purchase Form for Class I SharesShares or the Equity Funds Direct Purchase Form for Advisor Class shares. Fund Name Class / Fund # Percentage or Amount Class A Class C Equity Pacific Funds Large-Cap 116 316 % Pacific Funds Large-Cap Value 118 318 % $ Pacific Funds Small/Mid-Cap 133 333 % $ Pacific Funds Small-Cap 134 334 % $ Pacific Funds Small-Cap Value 138 338 % Pacific Funds Small-Cap Growth 139 339 % Asset Allocation $ Pacific Funds Portfolio Optimization Conservative 141 341 % $ Pacific Funds Portfolio Optimization Moderate-Moderate- Conservative 142 342 % $ Pacific Funds Portfolio Optimization Moderate 143 343 % $ Pacific Funds Portfolio Optimization Growth 144 344 % $ Pacific Funds Portfolio Optimization Aggressive-Growth 145 345 % Fixed Income $ Pacific Funds Short Duration Income 113 313 % $ Pacific Funds Core Income 106 306 % $ Pacific Funds Strategic Income 114 314 % $ Pacific Funds Floating Rate Income 110 310 % $ Pacific Funds High Income 112 312 % $ TOTAL % $ Must total 100% Amount $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $%

Appears in 1 contract

Samples: Ira Adoption Agreement

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