|
|
| 6.87 Net Asset Value | +0.15% 1 Day | +2.38% Year-to-Date | Overall Morningstar Rating |
| Large blend Style or Category | No Load Sales Expenses | 1.04% Expense Ratio | High Morningstar Risk Rating™ |
| 1 month | +5.37% | 3 years | +20.02% | |
| 3 months | +4.51% | 5 years | +40.74% | |
| 1 year | +24.68% | Since inception | +12.11% |
| PXTAX | Category | |
|---|---|---|
| Performance 5-yr return | +40.74% | +17.09% |
| Expense ratio | 1.04% | 1.16% |
| Risk 5 year sharpe ratio | 1.88 | 1.39 |
| Net assets | $3.5B | $3.2B |
| Average market cap | -- | $90.6B |
| Average P/E | -- | 17.2 |
| Portfolio turnover | 506% | 506% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | PIMCO |
| Fund manager & tenure | William Gross / 8 Years |
| Minimal initial investment | $1,000,000.00 |
| Minimum IRA investment | -- |
| Fixed income | 230.54% |
| U.S. stock | 0.99% |
| Other | 0.06% |
| International stock | 0.00% |
| Cash | 0.00% |
| Financial service | 100.00% |
| Business service | 0.00% |
| Consumer goods | 0.00% |
| Consumer service | 0.00% |
| Energy | 0.00% |
| Holdings not available. |
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