PNYPX Mutual Fund

PNYPX Mutual Fund

NAV$10.53
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Fund Essentials - as of Mar 31, 2026

Net Assets
-
Expense Ratio
0.55%
Dividend Yield (Current)
3.34%
Holdings
269
Inception Date
Nov 19, 2010
Fund Family
PIMCO (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD+0.96%
1 Year+6.09%
3 Year+3.27%
5 Year+0.66%
10 Year+2.01%

Asset Allocation

Bonds: 98.09%
Other: 1.91%
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Top Holdings

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TickerNameWeight
-Us Treasury N/B 3.38% 02/29/2028 3.382.54%
-Us Treasury N/B 3.50% 02/28/2031 3.52.02%
T 4.625 04/30/31Treasury Note (Otr) 4.63% Apr 30, 20311.36%
GA MAIUTL 12/01/2055Main Street Natural Gas Inc Ga 5.00 2055-12-011.33%
NY NYC 5.25 03/01/20New York City, New York, General Obligation Bonds, Fiscal 2024 Series C1.16%
Top 10 Concentration: 13.89%Report Date: Mar 31, 2026
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Dividend Summary

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Dividend Yield (Current)
3.34%
Frequency
Monthly
Latest Distribution
$0.03
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

PNYPX Mutual Fund Overview

PNYPX Mutual Fund (PIMCO New York Municipal Bond Fund Class I-2) is managed by PIMCO (US). PNYPX expense ratio is 0.55%, holding 269 positions across sectors including Financials, Real Estate, Utilities. Inception date: 2010-11-19.

PNYPX performance shows a YTD return of 0.96%. The 1-year return is 6.09% and the 5-year return is 0.66%. PNYPX dividend yield stands at 3.34%, paid monthly.

PNYPX top holdings include Us Treasury N/B 3.38% 02/29/2028 3.38 (2.5%), Us Treasury N/B 3.50% 02/28/2031 3.5 (2.0%), Treasury Note (Otr) 4.63% Apr 30, 2031 (1.4%), Main Street Natural Gas Inc Ga 5.00 2055-12-01 (1.3%), New York City, New York, General Obligation Bonds, Fiscal 2024 Series C (1.2%). Go to all PNYPX holdings, PNYPX sectors, or PNYPX dividends.

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