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PFG PIMCO Active Core Bond Strategy R (PFDOX)

8.63 +0.06 (+0.70%)
At close: 8:05 AM EST
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DELL
  • Previous Close 8.57
  • YTD Return 2.14%
  • Expense Ratio 2.66%
  • Category Intermediate Core-Plus Bond
  • Last Cap Gain -19.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating --
  • Net Assets 141.58M
  • Beta (5Y Monthly) 0.86
  • Yield 2.85%
  • 5y Average Return --
  • Holdings Turnover 25.00%
  • Last Dividend 0.25
  • Inception Date Dec 11, 2017

The fund seeks to achieve its investment objective by investing more than 80% of the fund’s assets, plus any amounts for borrowing, in shares of mutual funds or exchange-traded funds (“ETFs”) managed by PIMCO, under normal circumstances (“PIMCO underlying funds”). In addition, at least 80% of the fund’s assets (defined as net assets plus the amount of any borrowing for investment purposes) will be invested in PIMCO underlying funds that invest primarily in bond instruments.

The Pacific Financial Group

Fund Family

Intermediate Core-Plus Bond

Fund Category

141.58M

Net Assets

2017-12-11

Inception Date

Performance Overview: PFDOX

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Trailing returns as of 11/6/2024. Category is Intermediate Core-Plus Bond.

YTD Return

PFDOX
2.14%
Category
0.61%
?

1-Year Return

PFDOX
9.54%
Category
3.06%
?

3-Year Return

PFDOX
2.35%
Category
5.69%
?

5-Year Return

PFDOX
0.64%
Category
3.75%
?

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Holdings: PFDOX

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Top 7 Holdings (99.80% of Total Assets)

SymbolCompany% Assets
PTTRX
PIMCO Total Return Instl 38.78%
PIMIX
PIMCO Income Instl 26.81%
PMZIX
PIMCO Mortgage Opportunities and BdInstl 14.85%
PFORX
PIMCO International Bond Fund (U.S. Dollar-Hedged) 8.89%
PRRIX
PIMCO Real Return Instl 4.95%
PIGIX
PIMCO Investment Grade Credit Bond Instl 4.93%
TFDXX
BlackRock Liquidity Funds - FedFund 0.59%

Sector Weightings

Recent News: PFDOX

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Research Reports: PFDOX

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