PTIPX Mutual Fund

PTIPX Mutual Fund

NAV$9.13
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Fund Essentials - as of Mar 31, 2026

Net Assets
$1.7B
Expense Ratio
1.16%
Dividend Yield (Current)
10.47%
Holdings
1,092
Inception Date
May 30, 2014
Fund Family
PIMCO (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Quarterly
SEC 30-Day Yield
PRO

Performance

YTD+18.89%
1 Year+38.65%
3 Year+21.22%
5 Year+12.21%
10 Year+10.75%

Asset Allocation

Bonds: 85.06%
Other: 14.94%
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Top Holdings

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TickerNameWeight
-Fannie Mae Or Freddie Mac27.88%
-Fnma 30Yr Tba 6% Jun 2321.14%
-Pimco St Floating Nav Port Iv Mutual Fund15.46%
-Fannie Mae Or Freddie Mac8.11%
-Repo Bank America Repo7.36%
Top 10 Concentration: 99.12%Report Date: Mar 31, 2026
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Dividend Summary

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Dividend Yield (Current)
10.47%
Frequency
Quarterly
Latest Distribution
$0.17
-

Peer Comparison

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

PTIPX Mutual Fund Overview

PTIPX Mutual Fund (PIMCO RAE PLUS International Fund Class I-2) is managed by PIMCO (US) with $1.69B in net assets. PTIPX expense ratio is 1.16%, holding 1092 positions across sectors including Financials, Utilities, Real Estate. Inception date: 2014-05-30.

PTIPX performance shows a YTD return of 18.89%. The 1-year return is 38.65% and the 5-year return is 12.21%. PTIPX dividend yield stands at 10.47%, paid quarterly.

PTIPX top holdings include Fannie Mae Or Freddie Mac (27.9%), Fnma 30Yr Tba 6% Jun 23 (21.1%), Pimco St Floating Nav Port Iv Mutual Fund (15.5%), Fannie Mae Or Freddie Mac (8.1%), Repo Bank America Repo (7.4%). Go to all PTIPX holdings, PTIPX sectors, or PTIPX dividends.

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