PETAX Mutual Fund
PETAX Mutual Fund
PETAX Mutual Fund
PIMCO Real Estate and Real Return Bond Alpha Fund Class A
PETAX Mutual Fund Overview
PETAX Mutual Fund (PIMCO Real Estate and Real Return Bond Alpha Fund Class A) is managed by PIMCO (US) with $1.70B in net assets. PETAX expense ratio is 4.53%, holding 669 positions across sectors including Financials, Industrials. Inception date: 2003-10-30.
PETAX performance shows a YTD return of 14.56%. The 1-year return is 13.77% and the 5-year return is 2.04%. PETAX dividend yield stands at 1.93%, paid quarterly.
PETAX top holdings include Treasury (Cpi) Note 1.63% Apr 15, 2030 (9.9%), United States Of America Notes Fixed 1.625% 1.625% 10/15/2029 (8.9%), Treasury (Cpi) Note 1.25% Apr 15, 2031 (7.1%), Pimco Mortgage-Backed Securities Active Exchange-Traded Fund Usetf 4.5% 13/08/2056 (6.9%), Tsy Infl Ix N/B 1.13% 15Oct2030 (6.4%). Go to all PETAX holdings, PETAX sectors, or PETAX dividends.
PETAX can be compared against other funds. Use PETAX overlap to find shared positions, or PETAX vs another fund for a side-by-side view. PETAX alternatives are available via the screener, along with tax-loss harvesting opportunities.