PVPAX Mutual Fund

PVPAX Mutual Fund (PIMCO RealPath Blend 2040 Fund Class A) is managed by PIMCO (US) with $111.0M in net assets. PVPAX expense ratio is 0.84%, holding 23 positions across sectors including Financials. Inception date: 2014-12-31.

PVPAX performance shows a YTD return of 10.54%. The 1-year return is 17.16% and the 5-year return is 7.17%. PVPAX dividend yield stands at 4.88%, paid quarterly.

PVPAX top holdings include Vanguard Institutional Index F Vanguard Inst Index Inst (41.5%), Vanguard Developed Markets Ind Vanguard Dev Mkt Inx Inst Pl (18.6%), Vanguard Emerging Mkts Stock Idx Instl (9.0%), Bank U.S.A. To Receive Semi-Annually A Fixed Rate Mutual Funds Pimco Total Return Fund Institutional (6.7%), Pimco Inc Fnd Inst (3.9%). Go to all PVPAX holdings, PVPAX sectors, or PVPAX dividends.

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