Fundamental Indexplus Tr Fund Quote

PIXAX Fund  USD 16.91  0.08  0.47%   

Performance

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Fundamental Indexplus is trading at 16.91 as of the 23rd of March 2025; that is 0.47% down since the beginning of the trading day. The fund's open price was 16.99. Fundamental Indexplus has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 23rd of December 2024 and ending today, the 23rd of March 2025. Click here to learn more.
The fund seeks to exceed the total return of the Russell 1000 Value Index under normal circumstances by obtaining exposure to a portfolio of stocks of U.S. companies, and complementing this equity exposure with absolute return bond alpha strategy. Pimco Rae is traded on NASDAQ Exchange in the United States.. More on Fundamental Indexplus Tr

Moving together with Fundamental Mutual Fund

  0.84VVIAX Vanguard Value IndexPairCorr
  0.8DOXGX Dodge Cox StockPairCorr
  0.9AFMFX American MutualPairCorr
  0.9FFMMX American Funds AmericanPairCorr
  0.9FFFMX American Funds AmericanPairCorr
  0.9AMRMX American MutualPairCorr

Moving against Fundamental Mutual Fund

  0.7USPSX Profunds UltrashortPairCorr
  0.65UIPIX Ultrashort Mid CapPairCorr
  0.57USPIX Profunds UltrashortPairCorr

Fundamental Mutual Fund Highlights

Fund ConcentrationLarge Value, PIMCO (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date1st of August 2022
Fiscal Year EndMarch
Fundamental Indexplus Tr [PIXAX] is traded in USA and was established 23rd of March 2025. The fund is listed under Large Value category and is part of PIMCO family. This fund at this time has accumulated 1.01 B in assets with no minimum investment requirementsFundamental Indexplus is currently producing year-to-date (YTD) return of 0.27% with the current yeild of 0.08%, while the total return for the last 3 years was 8.64%.
Check Fundamental Indexplus Probability Of Bankruptcy

Instrument Allocation

Fundamental Indexplus Risk Profiles

Fundamental Indexplus Against Markets

Other Information on Investing in Fundamental Mutual Fund

Fundamental Indexplus financial ratios help investors to determine whether Fundamental 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 Fundamental with respect to the benefits of owning Fundamental Indexplus security.
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