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 2.75%. PFINX dividend yield stands at 5.19%, paid quarterly.

PFINX top holdings include Pimco Short-Term Floating Nav Portfolio Iii (5.2%), Other Assets And Liabilities (Net) 0% 01/00/1900 (4.2%), Bank Of America Corp. 5.875% 03/15/2028 5.875 2028-03-15 (3.0%), Credit Suisse Ag At1 Claim (2.1%), Jpmorgan Chase & Co. 6.5% 04/01/2030 6.5 2030-04-01 (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.