Pimco Income Fund Quote
| PONAX Fund | USD 10.57 0.01 0.09% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Pimco Income is trading at 10.57 as of the 25th of November 2024; that is 0.09% up since the beginning of the trading day. The fund's open price was 10.56. Pimco Income 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. Equity ratings for Pimco Income Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 29th of February 2024 and ending today, the 25th of November 2024. Click here to learn more.
The fund invests at least 65 percent of its total assets in a multi-sector portfolio of Fixed Income Instruments of varying maturities, which may be represented by forwards or derivatives such as options, futures contracts or swap agreements. It may invest up to 50 percent of its total assets in high yield securities rated below investment grade by Moodys, SP or Fitch, or if unrated, as determined by PIMCO.. More on Pimco Income Fund
Pimco Mutual Fund Highlights
| Fund Concentration | PIMCO Funds, Large Funds, Multisector Bond Funds, Multisector Bond, PIMCO (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 18th of April 2023 |
| Fiscal Year End | March |
Pimco Income Fund [PONAX] is traded in USA and was established 25th of November 2024. Pimco Income is listed under PIMCO category by Fama And French industry classification. The fund is listed under Multisector Bond category and is part of PIMCO family. This fund at this time has accumulated 123.71 B in assets with no minimum investment requirementsPimco Income is currently producing year-to-date (YTD) return of 4.56% with the current yeild of 0.06%, while the total return for the last 3 years was 1.53%.
Check Pimco Income 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 Income Fund 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 Income Risk Profiles
| Mean Deviation | 0.1474 | |||
| Semi Deviation | 0.1679 | |||
| Standard Deviation | 0.1936 | |||
| Variance | 0.0375 |
Pimco Income Against Markets
Other Information on Investing in Pimco Mutual Fund
Pimco Income 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 Income security.
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments |