PETAX Mutual Fund (PIMCO Real Estate Real Return Strategy Fund Class A) is managed by PIMCO (US) with $1.70B in net assets. PETAX expense ratio is 5.89%, holding 692 positions across sectors including Financials, Real Estate, Unknown. Inception date: 2003-10-30.

PETAX performance shows a YTD return of 16.15%. The 1-year return is 20.92% and the 5-year return is 4.22%. PETAX dividend yield stands at 1.43%, paid quarterly.

PETAX top holdings include Treasury (Cpi) Note 1.63% Apr 15, 2030 (13.0%), Treasury (Cpi) Note 1.63% Oct 15, 2029 (11.1%), Umbs 30Yr 4.5% 06/01/2054 #Tba 4.5 2024-06-13 (7.7%), Tsy Infl Ix N/B 1.13% 15Oct2030 (7.1%), United States Treasury Inflation Indexed Bonds 04/15/2027 (6.3%). View all PETAX holdings, sector breakdown, or dividend history.

PETAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PETAX alternatives are available via the screener, along with tax-loss harvesting opportunities.