PFATX Mutual Fund

PFATX Mutual Fund (PIMCO RAE Fundamental Advantage PLUS Fund Class INSTL) is managed by PIMCO (US). PFATX expense ratio is 1.10%, holding 1374 positions across sectors including Financials, Utilities, Real Estate. Inception date: 2008-02-29.

PFATX performance shows a YTD return of 15.76%. The 1-year return is 24.64% and the 5-year return is 4.79%. PFATX dividend yield stands at 6.38%, paid quarterly.

PFATX top holdings include Fannie Mae Or Freddie Mac (16.2%), Repo Bank America Repo (11.3%), Fnma 30Yr Tba 6% Jun 23 (10.5%), Pimco Multisector Bond Active Exchange-Traded Fund Usetf 6% 13/07/2056 (7.5%), Pimco St Floating Nav Port Iv Mutual Fund (7.1%). 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.