PCTPX Mutual Fund

PCTPX Mutual Fund

NAV$10.55
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Fund Essentials - as of Mar 31, 2026

Net Assets
$63M
Expense Ratio
0.54%
Dividend Yield (Current)
3.30%
Holdings
313
Inception Date
May 31, 2012
Fund Family
PIMCO (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD+0.65%
1 Year+6.15%
3 Year+3.90%
5 Year+0.70%
10 Year+2.34%

Asset Allocation

Bonds: 93.30%
Other: 6.70%
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Top Holdings

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TickerNameWeight
-Pimco Prv Short Term Flt Iii Mutual Fund6.69%
-Us Treasury N/B 3.38% 02/29/2028 3.382.52%
-Us Treasury N/B 3.50% 02/28/2031 3.52.02%
-Bay Area Toll Auth Calif Toll 3.25% Apr 01, 20551.55%
T 4.625 04/30/31Treasury Note (Otr) 4.63% Apr 30, 20311.33%
Top 10 Concentration: 19.64%Report Date: Mar 31, 2026
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Dividend Summary

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Dividend Yield (Current)
3.30%
Frequency
Monthly
Latest Distribution
$0.02
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

PCTPX Mutual Fund Overview

PCTPX Mutual Fund (PIMCO California Municipal Bond Fund Class I-2) is managed by PIMCO (US) with $63.0M in net assets. PCTPX expense ratio is 0.54%, holding 313 positions across sectors including Financials, Consumer Discretionary, Utilities. Inception date: 2012-05-31.

PCTPX performance shows a YTD return of 0.65%. The 1-year return is 6.15% and the 5-year return is 0.70%. PCTPX dividend yield stands at 3.30%, paid monthly.

PCTPX top holdings include Pimco Prv Short Term Flt Iii Mutual Fund (6.7%), Us Treasury N/B 3.38% 02/29/2028 3.38 (2.5%), Us Treasury N/B 3.50% 02/28/2031 3.5 (2.0%), Bay Area Toll Auth Calif Toll 3.25% Apr 01, 2055 (1.6%), Treasury Note (Otr) 4.63% Apr 30, 2031 (1.3%). Go to all PCTPX holdings, PCTPX sectors, or PCTPX dividends.

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