PGMAX Mutual Fund

PGMAX Mutual Fund (PIMCO Global Core Asset Allocation Fund Class A) is managed by PIMCO (US) with $301.0M in net assets. PGMAX expense ratio is 1.46%, holding 877 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2008-10-29.

PGMAX performance shows a YTD return of 12.30%. The 1-year return is 24.08% and the 5-year return is 7.53%. PGMAX dividend yield stands at 7.04%, paid quarterly.

PGMAX top holdings include Pimco St Floating Nav Port Iv Mutual Fund (23.6%), Pimco International Bond Fund U.s. Dollar-hedged (21.2%), Bank U.S.A. To Receive Semi-Annually A Fixed Rate Mutual Funds Pimco Total Return Fund Institutional (10.7%), Pimco Inc Fnd Inst (10.6%), Pimco Prv Short Term Flt Iii Mutual Fund (6.1%). Go to all PGMAX holdings, PGMAX sectors, or PGMAX dividends.

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