PFINX Mutual Fund

PFINX Mutual Fund (PIMCO Preferred and Capital Securities Fund Class Institutional) is managed by PIMCO (US) with $1.58B in net assets. PFINX expense ratio is 0.97%, holding 322 positions across various sectors. Inception date: 2015-04-13.

PFINX performance shows a YTD return of 1.71%. The 1-year return is 7.09% and the 5-year return is 2.72%. PFINX dividend yield stands at 5.21%, paid quarterly.

PFINX top holdings include Forward Foreign Currency Contract (5.2%), Aust 10Y Bond Fut Mar26 Financial Commodity Future. (4.2%), Bought ILS Sold USD 20260406 (3.0%), Credit Suisse Ag At1 Claim (2.1%), Reverse Repo Jpm Chase 2026-04-21 (2.0%). 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.