PFINX Mutual Fund

PFINX Mutual Fund (PIMCO Preferred and Capital Securities Fund Class Institutional) is managed by PIMCO (US) with $682.6M in net assets. PFINX expense ratio is 0.97%, holding 522 positions across sectors including Financials, Utilities, Energy. Inception date: 2015-04-13.

PFINX performance shows a YTD return of 2.13%. The 1-year return is 6.52% and the 5-year return is 2.68%. PFINX dividend yield stands at 5.19%, paid quarterly.

PFINX top holdings include Pimco Short-Term Floating Nav Portfolio Iii (5.0%), Bank Of America Corp 12/99 1 (2.7%), Jpmorgan Chase & Co 6.5 04/01/2174 (2.3%), Ubs Group Agperpetual Bonds (1.8%), Citigroup Inc 6.95% (1.7%). Go to all PFINX holdings, PFINX sectors, or PFINX dividends.

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