PFATX Mutual Fund

PFATX Mutual Fund (PIMCO RAE Fundamental Advantage PLUS Fund Class INSTL) is managed by PIMCO (US) with $432.0M in net assets. PFATX expense ratio is 1.10%, holding 1276 positions across sectors including Financials, Information Technology, Consumer Discretionary. Inception date: 2008-02-29.

PFATX performance shows a YTD return of 19.30%. The 1-year return is 24.62% and the 5-year return is 6.74%. PFATX dividend yield stands at 10.89%, paid quarterly.

PFATX top holdings include Fannie Mae Or Freddie Mac 6 (16.7%), Ishares Core S&p 500 ETF (11.8%), Fannie Mae Or Freddie Mac 2050-08-15 (10.5%), Pimco Multisector Bond Active Exchange-Traded Fund Usetf 6.5% 13/07/2056 (10.3%), Repurchase Agreements (9.3%). Go to all PFATX holdings, PFATX sectors, or PFATX dividends.

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