| 3.99 Net Asset Value | -5.23% 1 Day | -7.42% Year-to-Date | Overall Morningstar Rating |
| Real estate Style or Category | No Load Sales Expenses | 1.93% Expense Ratio | High Morningstar Risk Rating™ |
| 1 month | -18.57% | 3 years | +18.79% | |
| 3 months | -10.44% | 5 years | +9.03% | |
| 1 year | -0.75% | Since inception | +13.24% |
| PETCX | Category | |
|---|---|---|
| Performance 5-yr return | +9.03% | +5.96% |
| Expense ratio | 1.93% | 1.36% |
| Risk 5 year sharpe ratio | 0.44 | 0.31 |
| Net assets | $2.2B | $1.1B |
| Average market cap | $17.0B | $9.5B |
| Average P/E | 52.7 | 36.1 |
| Portfolio turnover | 71% | 71% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | PIMCO |
| Fund manager & tenure | Mihir Worah / 5 Years |
| Minimal initial investment | $1,000.00 |
| Minimum IRA investment | $1,000.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Business service | -- |
| Consumer goods | -- |
| Consumer service | -- |
| Energy | -- |
| Financial service | -- |
| -- Trs 1ml+17/Dwrtft Index Boa | 23.34% |
| -- Trs 1ml+11/Dwrtft Index Ryl | 19.26% |
| -- Trs 1ml+30/Dwrtft Index Boa | 12.32% |
| -- US Treasury Note 1.125% | 11.88% |
| -- US Treasury Note 1.25% | 11.60% |
| -- US Treasury Bond 2.375% | 11.16% |
| -- Trs 1ml+34/Dwrtft Index Fbf | 11.10% |
| -- US Treasury Note | 10.61% |
| -- Trs 1ml+8/Dwrtft Index Ryl | 9.10% |
| -- Trs 1ml+32/Dwrtft Index Brc | 8.24% |
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