Investment Grade Porate Fund Quote
| PBDCX Fund | USD 9.05 0.02 0.22% |
PerformanceGood
| Odds Of DistressLow
|
Investment Grade is trading at 9.05 as of the 22nd of March 2025; that is 0.22 percent decrease since the beginning of the trading day. The fund's open price was 9.07. Investment Grade has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 22nd of December 2024 and ending today, the 22nd of March 2025. Click here to learn more.
The fund normally invests at least 80 percent of its assets in a diversified portfolio of investment grade fixed income securities of varying maturities, which may be represented by forwards or derivatives such as options, futures contracts or swap agreements. More on Investment Grade Porate
Moving together with Investment Mutual Fund
Investment Mutual Fund Highlights
| Fund Concentration | PIMCO Funds, Large Funds, Corporate Bond Funds, Corporate Bond, PIMCO (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 1st of August 2022 |
| Fiscal Year End | March |
Investment Grade Porate [PBDCX] is traded in USA and was established 22nd of March 2025. Investment Grade is listed under PIMCO category by Fama And French industry classification. The fund is listed under Corporate Bond category and is part of PIMCO family. This fund at this time has accumulated 12.34 B in assets with no minimum investment requirementsInvestment Grade Porate is currently producing year-to-date (YTD) return of 2.08% with the current yeild of 0.03%, while the total return for the last 3 years was 0.78%.
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Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Investment Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Investment Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Investment Grade Porate Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Investment Grade Porate Risk Profiles
| Mean Deviation | 0.2667 | |||
| Semi Deviation | 0.2725 | |||
| Standard Deviation | 0.3436 | |||
| Variance | 0.118 |
Investment Grade Against Markets
Other Information on Investing in Investment Mutual Fund
Investment Grade financial ratios help investors to determine whether Investment Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Investment with respect to the benefits of owning Investment Grade security.
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