PFATX Mutual Fund
PFATX Mutual Fund
PIMCO RAE Fundamental Advantage PLUS Fund Class INSTL
PFATX Mutual Fund Overview
PFATX Mutual Fund (PIMCO RAE Fundamental Advantage PLUS Fund Class INSTL) is managed by PIMCO (US). PFATX expense ratio is 1.13%, holding 1374 positions across sectors including Other, Financials, Utilities. Inception date: 2008-02-29.
PFATX performance shows a YTD return of 8.80%. The 1-year return is 16.00% and the 5-year return is 3.08%. PFATX dividend yield stands at 3.06%, paid quarterly.
PFATX top holdings include Fannie Mae Or Freddie Mac (16.2%), Repo Bank America Repo (11.3%), Fannie Mae Or Freddie Mac 2051-06-15 (10.5%), Fnma 30Yr Tba 6% Jul 23 To Be Announced 6.00000000 (7.5%), Pimco St Floating Nav Port Iv Mutual Fund (7.1%). View all PFATX holdings, sector breakdown, or dividend history.
PFATX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PFATX alternatives are available via the screener, along with tax-loss harvesting opportunities.