PTY ETF

PTY ETF
$11.73
See how much of PTY you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Fund Essentials - as of Sep 30, 2025

Net Assets
$2.5B
Expense Ratio
3.70%
Dividend Yield (Current)
12.53%
Holdings
809
Inception Date
Dec 27, 2002
Fund Family
PIMCO (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly

Performance

YTD+2.48%
1 Year+8.93%
3 Year+15.19%
5 Year+8.13%
10 Year+10.94%

Asset Allocation

Stocks: 6.12%
Bonds: 95.51%
Cash: 0.02%
See how much of PTY you already own
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free

Top Holdings

View All →
TickerNameWeight
-Promotora De Informaciones Sa 7.494% 12/31/20292.78%
-Receive 1-Day USD-SOFR Compounded-OIS 1.7% 02/01/20522.52%
EVHCEnvision Healthcare Corp Equity Equity2.41%
-U.S. Renal Care, Inc. 9.471% 06/28/20282.32%
-Beignet 6.85% 06/01/20491.99%
Top 10 Concentration: 20.43%Report Date: Sep 30, 2025
Download all 809 holdings for PTY
CSV export with sector, industry & share changes
Get CSV

Dividend Summary

View Details →
Dividend Yield (Current)
12.53%
Frequency
Monthly
Latest Distribution
$0.12
Aug 13, 2026
12M Distributions
12 payments
Total: $1.43

Peer Comparison

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

PTY ETF Overview

PTY ETF (PIMCO Corporate & Income Opportunity Fund) is managed by PIMCO (US) with $2.51B in net assets. PTY expense ratio is 3.70%, holding 809 positions across sectors including Energy, Financials, Real Estate. Inception date: 2002-12-27.

PTY performance shows a YTD return of 2.48%. The 1-year return is 8.93% and the 5-year return is 8.13%. PTY dividend yield stands at 12.53%, paid monthly.

PTY top holdings include Promotora De Informaciones Sa 7.494% 12/31/2029 (2.8%), Receive 1-Day USD-SOFR Compounded-OIS 1.7% 02/01/2052 (2.5%), Envision Healthcare Corp Equity Equity (2.4%), U.S. Renal Care, Inc. 9.471% 06/28/2028 (2.3%), Beignet 6.85% 06/01/2049 (2.0%). Go to all PTY holdings, PTY sectors, or PTY dividends.

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

1 Month
-0.01%
YTD
+2.48%
1 Year
+8.93%
3 Year
+15.19%

Top 10 Holdings (net long exposure of 109%)

#TickerNameSectorWeight
1-Promotora De Informaciones Sa 7.494% 12/31/2029Other2.78%
2-Receive 1-Day USD-SOFR Compounded-OIS 1.7% 02/01/2052Other2.52%
3EVHCEnvision Healthcare Corp Equity EquityUnknown2.41%
4-U.S. Renal Care, Inc. 9.471% 06/28/2028Other2.32%
5-Beignet 6.85% 06/01/2049Other1.99%
6-Syniverse Holdings, Inc. 11.296% 05/13/2027Other1.98%
7-DRB5187690.SRDUPOther1.78%
8ECOPET 7.75 02/01/32Ecopetrol Sa 7.75% 02/01/2032Energy1.67%
9-Comexposium Tbd% 03/28/2026Other1.49%
10-Softbank Vision Fund Ii Tbd% 12/23/2029Other1.49%