PLDIX Mutual Fund

PLDIX Mutual Fund (PIMCO Low Duration ESG and Bond Fund Institutional Class) is managed by PIMCO (US) with $315.0M in net assets. PLDIX expense ratio is 0.51%, holding 494 positions across sectors including Financials, Utilities, Real Estate. Inception date: 1996-12-31.

PLDIX performance shows a YTD return of 0.42%. The 1-year return is 2.89% and the 5-year return is 1.79%. PLDIX dividend yield stands at 3.34%, paid monthly.

PLDIX top holdings include Standard Chartered Securities (North America) Llc (34.1%), Pimco Mortgage-Backed Securities Active Exchange-Traded Fund Usetf 0% 19/08/2026 (6.0%), Fannie Mae Pool 2050-04-01 (2.8%), Treasury Bill 0% May 28, 2026 (1.9%), U.S. Treasury Bill 3.496000% 06/25/2026 (1.7%). Go to all PLDIX holdings, PLDIX sectors, or PLDIX dividends.

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