PEGQX Mutual Fund

PEGQX Mutual Fund (PIMCO ESG Income and Bond Fund Class I3) is managed by PIMCO (US). PEGQX expense ratio is 0.80%, holding 776 positions across sectors including Financials, Real Estate, Utilities. Inception date: 2020-09-30.

PEGQX performance shows a YTD return of -0.19%. The 1-year return is 3.78% and the 5-year return is 2.40%. PEGQX dividend yield stands at 4.46%, paid monthly.

PEGQX top holdings include Fnma 30Yr Tba 6% Jun 23 (8.8%), Repo Bank America Repo (7.9%), Fannie Mae Or Freddie Mac (5.3%), Fed Hm Ln Pc Pool Ra8648 Fr 06/53 Fixed 5.5 (4.4%), Uniform Mortgage-Backed Security 5 06/01/2054 (3.9%). Go to all PEGQX holdings, PEGQX sectors, or PEGQX dividends.

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