PTTNX Mutual Fund

PTTNX Mutual Fund

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

Net Assets
-
Expense Ratio
0.67%
Dividend Yield (Current)
4.14%
Holdings
7,222
Inception Date
Apr 27, 2018
Fund Family
PIMCO (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD-0.36%
1 Year+4.05%
3 Year+4.85%
5 Year+0.09%
10 Year+1.86%

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)
4.14%
Frequency
Monthly
Latest Distribution
$0.02
-

Peer Comparison

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

PTTNX Mutual Fund Overview

PTTNX Mutual Fund (PIMCO Total Return Fund Class I-3) is managed by PIMCO (US). PTTNX expense ratio is 0.67%, holding 7222 positions across sectors including Financials, Real Estate, Utilities. Inception date: 2018-04-27.

PTTNX performance shows a YTD return of -0.36%. The 1-year return is 4.05% and the 5-year return is 0.09%. PTTNX dividend yield stands at 4.14%, paid monthly.

PTTNX 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 PTTNX holdings, PTTNX sectors, or PTTNX dividends.

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