PRFAX Mutual Fund

PRFAX Mutual Fund

NAV$7.56
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Fund Essentials - as of Mar 31, 2026

Net Assets
$1.5B
Expense Ratio
1.53%
Dividend Yield (Current)
3.51%
Holdings
1,025
Inception Date
Apr 11, 1997
Fund Family
PIMCO (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD-0.71%
1 Year+3.17%
3 Year+4.35%
5 Year-0.76%
10 Year+1.37%

Asset Allocation

Bonds: 108.41%
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Top Holdings

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TickerNameWeight
T 3.25 05/15/42Us Treas Bds 3.25% 05/15/423.48%
-Fnma 30Yr 5.5% 11/01/2053#Cb75891.68%
-Fnma 30Yr Tba 6% Jun 231.57%
-Fnma Pool Mb0293 Fn 12/54 Fixed 6 6 2054-12-011.33%
-Fnma Pool Cb5223 Fn 11/52 Fixed 4 4 2052-11-011.25%
Top 10 Concentration: 15.30%Report Date: Mar 31, 2026
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Dividend Summary

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Dividend Yield (Current)
3.51%
Frequency
Monthly
Latest Distribution
$0.02
-

Peer Comparison

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

PRFAX Mutual Fund Overview

PRFAX Mutual Fund (PIMCO Total Return ESG and Bond Fund Administrative Class) is managed by PIMCO (US) with $1.54B in net assets. PRFAX expense ratio is 1.53%, holding 1025 positions across sectors including Financials, Utilities, Real Estate. Inception date: 1997-04-11.

PRFAX performance shows a YTD return of -0.71%. The 1-year return is 3.17% and the 5-year return is -0.76%. PRFAX dividend yield stands at 3.51%, paid monthly.

PRFAX top holdings include Us Treas Bds 3.25% 05/15/42 (3.5%), Fnma 30Yr 5.5% 11/01/2053#Cb7589 (1.7%), Fnma 30Yr Tba 6% Jun 23 (1.6%), Fnma Pool Mb0293 Fn 12/54 Fixed 6 6 2054-12-01 (1.3%), Fnma Pool Cb5223 Fn 11/52 Fixed 4 4 2052-11-01 (1.3%). Go to all PRFAX holdings, PRFAX sectors, or PRFAX dividends.

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