| 9.83 Net Asset Value | -0.10% 1 Day | +1.97% Year-to-Date | Overall Morningstar Rating |
| High yield bond Style or Category | No Load Sales Expenses | 0.55% Expense Ratio | Average Morningstar Risk Rating™ |
| 1 month | +1.29% | 3 years | +11.36% | |
| 3 months | +3.19% | 5 years | +8.89% | |
| 1 year | +14.35% | Since inception | +8.49% |
| PHIYX | Category | |
|---|---|---|
| Performance 5-yr return | +8.89% | +9.36% |
| Expense ratio | 0.55% | 1.17% |
| Risk 5 year sharpe ratio | 0.72 | 0.75 |
| Net assets | $19.4B | $1.6B |
| Average market cap | $80.4M | $12.1B |
| Average P/E | 0.8 | 16.3 |
| Portfolio turnover | 50% | 50% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | PIMCO |
| Fund manager & tenure | Andrew Jessop / 3 Years |
| Minimal initial investment | $1,000,000.00 |
| Minimum IRA investment | -- |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Media | 80.49% |
| Energy | 19.51% |
| Business service | 0.00% |
| Consumer goods | 0.00% |
| Consumer service | 0.00% |
| -- Cdx Bp Hy15 5y Cme | 0.70% |
| -- Cdx Bp Hy16 5y Cme | 0.65% |
| -- Cdx Bp Hy19 5y Cme | 0.64% |
| -- Sprint Cap 6.9% | 0.62% |
| -- Rbs Global 8.5% | 0.59% |
| -- Brazil(Fed Rep Of) 10% | 0.58% |
| -- Echostar Dbs 7.125% | 0.55% |
| -- Warner Chilcott 7.75% | 0.53% |
| -- Ineos Grp Hldgs 7.875% | 0.48% |
| -- Ally Finl 5.5% | 0.45% |
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