PTTAX Mutual Fund

PTTAX Mutual Fund

NAV$8.66
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Fund Essentials - as of Sep 30, 2025

Net Assets
-
Expense Ratio
0.86%
Dividend Yield (Current)
3.96%
Holdings
7,222
Inception Date
Jan 13, 1997
Fund Family
PIMCO (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD-0.47%
1 Year+3.85%
3 Year+4.65%
5 Year-0.21%
10 Year+1.53%

Asset Allocation

Stocks: 0.10%
Bonds: 94.21%
Cash: 0.05%
Other: 5.64%
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Top Holdings

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TickerNameWeight
-Fnma Tba 30 Yr 4 Single Family Mortgage 4% 03/13/20535.76%
-Pimco St Floating Nav Port Iv Mutual Fund5.32%
T 1.375 11/15/40U.S. Treasury Bond 1.375%, 11/15/402.26%
-United Kingdom Gilt /Gbp/ Regd Reg S 3.750000001.32%
-Gnma Ii Pool Be4276 G2 06/48 Fixed 41.22%
Top 10 Concentration: 20.87%Report Date: Sep 30, 2025
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Dividend Summary

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Dividend Yield (Current)
3.96%
Frequency
Monthly
Latest Distribution
$0.02
-

Peer Comparison

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

PTTAX Mutual Fund Overview

PTTAX Mutual Fund (PIMCO Total Return Fund Class A) is managed by PIMCO (US). PTTAX expense ratio is 0.86%, holding 7222 positions across sectors including Financials, Real Estate, Utilities. Inception date: 1997-01-13.

PTTAX performance shows a YTD return of -0.47%. The 1-year return is 3.85% and the 5-year return is -0.21%. PTTAX dividend yield stands at 3.96%, paid monthly.

PTTAX top holdings include Fnma Tba 30 Yr 4 Single Family Mortgage 4% 03/13/2053 (5.8%), Pimco St Floating Nav Port Iv Mutual Fund (5.3%), U.S. Treasury Bond 1.375%, 11/15/40 (2.3%), United Kingdom Gilt /Gbp/ Regd Reg S 3.75000000 (1.3%), Gnma Ii Pool Be4276 G2 06/48 Fixed 4 (1.2%). Go to all PTTAX holdings, PTTAX sectors, or PTTAX dividends.

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