ATMAX Mutual Fund

ATMAX Mutual Fund (PIMCO Low Duration Opportunities Fund Class A) is managed by PIMCO (US) with $11.1M in net assets. ATMAX expense ratio is 0.96%, holding 729 positions across sectors including Financials, Information Technology, Consumer Discretionary. Inception date: 2009-01-30.

ATMAX performance shows a YTD return of 1.26%. The 1-year return is 2.42% and the 5-year return is 2.96%. ATMAX dividend yield stands at 3.55%, paid monthly.

ATMAX top holdings include Repurchase Agreements (17.0%), Pimco Prv Short Term Flt Iii Mutual Fund (12.1%), Pimco Active Bond Exchange-Traded Fund Usetf 5% 13/07/2056 (10.9%), Pimco Mortgage-Backed Securities Active Exchange-Traded Fund Usetf 6% 13/08/2056 (10.1%), Umbs, 30 Year, Single Family 3.5 2050-08-01 (4.6%). Go to all ATMAX holdings, ATMAX sectors, or ATMAX dividends.

ATMAX can be compared against other funds. Use ATMAX overlap to find shared positions, or ATMAX vs another fund for a side-by-side view. ATMAX alternatives are available via the screener, along with tax-loss harvesting opportunities.