PDI ETF

PDI ETF
$15.48
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Fund Essentials - as of Sep 30, 2025

Net Assets
$7.5B
Expense Ratio
5.12%
Dividend Yield (Current)
16.84%
Holdings
1,822
Inception Date
May 25, 2012
Fund Family
PIMCO (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly

Performance

YTD+2.04%
1 Year+8.58%
3 Year+13.34%
5 Year+6.01%
10 Year+8.52%

Asset Allocation

Stocks: 6.08%
Bonds: 84.91%
Other: 9.01%
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Top Holdings

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TickerNameWeight
-Pimco Short-Term Floating Nav Portfolio Iii % 01/00/19009.71%
-Seasoned Loans Structured Transaction Trust 6.08% 09/25/20602.48%
-AudUSD Euro 9Am Feb26P 69.752.40%
-Jp Morgan Securities Llc 4.22% 07/30/20262.35%
EVHCEnvision Healthcare Corp Equity Equity2.24%
Top 10 Concentration: 28.41%Report Date: Sep 30, 2025
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Dividend Summary

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Dividend Yield (Current)
16.84%
Frequency
Monthly
Latest Distribution
$0.22
Aug 13, 2026
12M Distributions
12 payments
Total: $2.65

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This ETF
PRO
Peer Avg
PRO

PDI ETF Overview

PDI ETF (PIMCO Dynamic Income Fund) is managed by PIMCO (US) with $7.51B in net assets. PDI expense ratio is 5.12%, holding 1822 positions across sectors including Energy, Real Estate, Financials. Inception date: 2012-05-25.

PDI performance shows a YTD return of 2.04%. The 1-year return is 8.58% and the 5-year return is 6.01%. PDI dividend yield stands at 16.84%, paid monthly.

PDI top holdings include Pimco Short-Term Floating Nav Portfolio Iii % 01/00/1900 (9.7%), Seasoned Loans Structured Transaction Trust 6.08% 09/25/2060 (2.5%), AudUSD Euro 9Am Feb26P 69.75 (2.4%), Jp Morgan Securities Llc 4.22% 07/30/2026 (2.4%), Envision Healthcare Corp Equity Equity (2.2%). Go to all PDI holdings, PDI sectors, or PDI dividends.

PDI can be compared against other funds. Use PDI overlap to find shared positions, or PDI vs another fund for a side-by-side view. PDI alternatives are available via the screener, along with tax-loss harvesting opportunities.

1 Month
-0.06%
YTD
+2.04%
1 Year
+8.58%
3 Year
+13.34%

Top 10 Holdings (net long exposure of 98% (≈2x))

#TickerNameSectorWeight
1-Pimco Short-Term Floating Nav Portfolio Iii % 01/00/1900Other9.71%
2-Seasoned Loans Structured Transaction Trust 6.08% 09/25/2060Other2.48%
3-AudUSD Euro 9Am Feb26P 69.75Other2.40%
4-Jp Morgan Securities Llc 4.22% 07/30/2026Other2.35%
5EVHCEnvision Healthcare Corp Equity EquityUnknown2.24%
6-Trs Cantaloupe IncOther2.19%
7-Beignet 6.85% 06/01/2049Other1.99%
8ECOPET 7.75 02/01/32Ecopetrol Sa 7.75% 02/01/2032Energy1.70%
9-Comexposium Tbd% 03/28/2026Other1.68%
10-China (People'S Republic Of), Series Inbk, 3.00% 10/15/2053Other1.67%