PTRAX Mutual Fund

PTRAX Mutual Fund

NAV$8.60
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Fund Essentials - as of Mar 31, 2026

Net Assets
-
Expense Ratio
0.77%
Dividend Yield (Current)
4.06%
Holdings
7,222
Inception Date
Sep 8, 1994
Fund Family
PIMCO (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD-0.42%
1 Year+3.95%
3 Year+4.75%
5 Year-0.01%
10 Year+1.77%

Asset Allocation

Stocks: 0.07%
Bonds: 94.30%
Other: 5.63%
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Top Holdings

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TickerNameWeight
-Fannie Mae Or Freddie Mac5.52%
-Pimco St Floating Nav Port Iv Mutual Fund5.25%
-Fannie Mae Or Freddie Mac 06/01/20495.07%
-Fnma Tba 30 Yr 3 Single Family Mortgage4.56%
T 1.375 11/15/40U.S. Treasury Bond, 1.37%, Due 11/15/20402.16%
Top 10 Concentration: 29.24%Report Date: Mar 31, 2026
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Dividend Summary

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Dividend Yield (Current)
4.06%
Frequency
Monthly
Latest Distribution
$0.02
-

Peer Comparison

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

PTRAX Mutual Fund Overview

PTRAX Mutual Fund (PIMCO Total Return Fund Administrative Class) is managed by PIMCO (US). PTRAX expense ratio is 0.77%, holding 7222 positions across sectors including Financials, Utilities, Real Estate. Inception date: 1994-09-08.

PTRAX performance shows a YTD return of -0.42%. The 1-year return is 3.95% and the 5-year return is -0.01%. PTRAX dividend yield stands at 4.06%, paid monthly.

PTRAX top holdings include Fannie Mae Or Freddie Mac (5.5%), Pimco St Floating Nav Port Iv Mutual Fund (5.3%), Fannie Mae Or Freddie Mac 06/01/2049 (5.1%), Fnma Tba 30 Yr 3 Single Family Mortgage (4.6%), U.S. Treasury Bond, 1.37%, Due 11/15/2040 (2.2%). Go to all PTRAX holdings, PTRAX sectors, or PTRAX dividends.

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