PFINX Mutual Fund
PFINX Mutual Fund
PIMCO Preferred and Capital Securities Fund Class Institutional
PFINX Mutual Fund Overview
PFINX Mutual Fund (PIMCO Preferred and Capital Securities Fund Class Institutional) is managed by PIMCO (US) with $1.58B in net assets. PFINX expense ratio is 1.03%, holding 322 positions across sectors including Other, Unknown. Inception date: 2015-04-13.
PFINX performance shows a YTD return of 2.44%. The 1-year return is 8.78% and the 5-year return is 2.96%. PFINX dividend yield stands at 4.87%, paid quarterly.
PFINX top holdings include Forward Foreign Currency Contract (5.2%), Aust 10Y Bond Fut Mar26 Financial Commodity Future. (4.2%), Bought ILS Sold USD 20260406 (3.0%), Credit Suisse Ag At1 Claim (2.1%), Treasury Bill 00.0000 01/20/2026 0 2026-01-20 (2.0%). View all PFINX holdings, sector breakdown, or dividend history.
PFINX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PFINX alternatives are available via the screener, along with tax-loss harvesting opportunities.