Pimco Floating Income Fund Quote
| PFIIX Fund | USD 8.11 0.02 0.25% |
Performance9 of 100
| Odds Of DistressLess than 19
|
Pimco Floating is trading at 8.11 as of the 28th of November 2024; that is 0.25 percent up since the beginning of the trading day. The fund's open price was 8.09. Pimco Floating has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Pimco Floating Income are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 29th of October 2024 and ending today, the 28th of November 2024. Click here to learn more.
The fund seeks to achieve its investment objective by investing under normal circumstances at least 65 percent of its total assets in a multi-sector portfolio of Fixed Income Securities of varying maturities, which may be represented by forwards or derivatives such as options, futures contracts or swap agreements. More on Pimco Floating Income
Moving together with Pimco Mutual Fund
Pimco Mutual Fund Highlights
| Fund Concentration | PIMCO Funds, Large Funds, Short-Term Bond Funds, Short-Term Bond, PIMCO (View all Sectors) |
| Update Date | 30th of September 2024 |
Pimco Floating Income [PFIIX] is traded in USA and was established 28th of November 2024. Pimco Floating is listed under PIMCO category by Fama And French industry classification. The fund is listed under Short-Term Bond category and is part of PIMCO family. This fund at this time has accumulated 3.42 B in assets with no minimum investment requirementsPimco Floating Income is currently producing year-to-date (YTD) return of 6.84% with the current yeild of 0.05%, while the total return for the last 3 years was 3.38%.
Check Pimco Floating Probability Of Bankruptcy
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 Pimco 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 Pimco 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 Pimco Floating Income 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.
Pimco Floating Top Holders
| PFDOX | Riskproreg Dynamic 0 10 | Mutual Fund | Intermediate Core-Plus Bond | |
| TERIX | All Terrain Opportunity | Mutual Fund | Macro Trading | |
| EVVCX | Evaluator Very Conservative | Mutual Fund | Allocation--15% to 30% Equity | |
| EVVLX | Evaluator Very Conservative | Mutual Fund | Allocation--15% to 30% Equity | |
| INCMX | Fundx Flexible Income | Mutual Fund | Multisector Bond |
Pimco Floating Income Risk Profiles
| Mean Deviation | 0.1136 | |||
| Standard Deviation | 0.151 | |||
| Variance | 0.0228 | |||
| Downside Variance | 0.036 |
Pimco Floating Against Markets
Other Information on Investing in Pimco Mutual Fund
Pimco Floating financial ratios help investors to determine whether Pimco 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 Pimco with respect to the benefits of owning Pimco Floating security.
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| ETF Categories List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios |