PNI ETF

PNI ETF
$6.83
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Fund Essentials - as of Mar 31, 2026

Net Assets
$190M
Expense Ratio
1.31%
Dividend Yield (Current)
4.63%
Holdings
148
Inception Date
Jun 28, 2002
Fund Family
PIMCO (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly

Performance

YTD+0.18%
1 Year+9.07%
3 Year+0.88%
5 Year-4.28%
10 Year+0.35%

Asset Allocation

Bonds: 100.00%
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Top Holdings

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TickerNameWeight
-New York State Thruway Authority 0.05 03/15/20495.63%
NY NYCDEV 5 11/15/20New York St Liberty Dev Corp Liberty Revenue 4.329 11/15/20444.57%
NY NYC 5.25 03/01/20New York City, New York, General Obligation Bonds, Fiscal 2024 Series C4.36%
NY PORTRN 5.25 10/15Port Authority Of New York And New Jersey, Consolidated Revenue Bonds, Two Hundred Series 20173.93%
-New York City Water & Sewer System 06/15/20493.47%
Top 10 Concentration: 36.27%Report Date: Mar 31, 2026
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Dividend Summary

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Dividend Yield (Current)
4.63%
Frequency
Monthly
Latest Distribution
$0.03
Aug 13, 2026
12M Distributions
12 payments
Total: $0.35

Peer Comparison

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

PNI ETF Overview

PNI ETF (PIMCO New York Municipal Income Fund II) is managed by PIMCO (US) with $189.7M in net assets. PNI expense ratio is 1.31%, holding 148 positions across sectors including Financials, Real Estate, Utilities. Inception date: 2002-06-28.

PNI performance shows a YTD return of 0.18%. The 1-year return is 9.07% and the 5-year return is -4.28%. PNI dividend yield stands at 4.63%, paid monthly.

PNI top holdings include New York State Thruway Authority 0.05 03/15/2049 (5.6%), New York St Liberty Dev Corp Liberty Revenue 4.329 11/15/2044 (4.6%), New York City, New York, General Obligation Bonds, Fiscal 2024 Series C (4.4%), Port Authority Of New York And New Jersey, Consolidated Revenue Bonds, Two Hundred Series 2017 (3.9%), New York City Water & Sewer System 06/15/2049 (3.5%). Go to all PNI holdings, PNI sectors, or PNI dividends.

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

1 Month
-3.42%
YTD
+0.18%
1 Year
+9.07%
3 Year
+0.88%

Top 10 Holdings (net long exposure of 145%)

#TickerNameSectorWeight
1-New York State Thruway Authority 0.05 03/15/2049Other5.63%
2NY NYCDEV 5 11/15/20New York St Liberty Dev Corp Liberty Revenue 4.329 11/15/2044Real Estate4.57%
3NY NYC 5.25 03/01/20New York City, New York, General Obligation Bonds, Fiscal 2024 Series CFinancials4.36%
4NY PORTRN 5.25 10/15Port Authority Of New York And New Jersey, Consolidated Revenue Bonds, Two Hundred Series 2017Industrials3.93%
5-New York City Water & Sewer System 06/15/2049Other3.47%
6-Ny City Trans Fin-F-1 5 2/1/2046 5 2046-02-01Other3.42%
7NY NYSPWR 4 11/15/20New York Power Authority 4.00% 11/15/2055Utilities3.16%
8NY LBTDEV 5.25 10/01Liberty Dev Corp Ny Revenue 5.25 10/01/2035Real Estate2.69%
9NY NYSWTR 4 06/15/20New York State Environmental Facilities Corp. (Nyc Municipal Water Finance Authority), Series 2022, Ref. RbFinancials2.56%
10NY NYTTRN 4.38 10/01New York Transportation Development Corp 4.38% 10/01/2045Financials2.48%