PTUIX Mutual Fund

PTUIX Mutual Fund

NAV$9.42
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Fund Essentials - as of Mar 31, 2026

Net Assets
$438M
Expense Ratio
0.52%
Dividend Yield (Current)
3.90%
Holdings
821
Inception Date
May 26, 2011
Fund Family
PIMCO (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD-0.37%
1 Year+3.51%
3 Year+4.48%
5 Year+0.03%
10 Year+1.76%

Asset Allocation

Stocks: 0.21%
Bonds: 96.29%
Other: 3.51%
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Top Holdings

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TickerNameWeight
-Umbs 30Yr 5.5% 06/01/2053 #Tba 0.055 06/01/205314.35%
-Pimco Prv Short Term Flt Iii Mutual Fund4.30%
-Fnma 30Yr Tba 6% May 223.91%
-Fannie Mae Or Freddie Mac 06/15/20533.91%
-Fr Sd8242 3 09/01/20523.88%
Top 10 Concentration: 42.06%Report Date: Mar 31, 2026
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Dividend Summary

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Dividend Yield (Current)
3.90%
Frequency
Monthly
Latest Distribution
$0.03
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Peer Comparison

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

PTUIX Mutual Fund Overview

PTUIX Mutual Fund (PIMCO Total Return IV FundInstitutional Class) is managed by PIMCO (US) with $438.0M in net assets. PTUIX expense ratio is 0.52%, holding 821 positions across sectors including Financials, Utilities, Health Care. Inception date: 2011-05-26.

PTUIX performance shows a YTD return of -0.37%. The 1-year return is 3.51% and the 5-year return is 0.03%. PTUIX dividend yield stands at 3.90%, paid monthly.

PTUIX top holdings include Umbs 30Yr 5.5% 06/01/2053 #Tba 0.055 06/01/2053 (14.3%), Pimco Prv Short Term Flt Iii Mutual Fund (4.3%), Fnma 30Yr Tba 6% May 22 (3.9%), Fannie Mae Or Freddie Mac 06/15/2053 (3.9%), Fr Sd8242 3 09/01/2052 (3.9%). Go to all PTUIX holdings, PTUIX sectors, or PTUIX dividends.

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