We use cookies to understand how you use our site and to improve your experience. This includes personalizing content and advertising. To learn more, click here. By continuing to use our site, you accept our use of cookies, revised Privacy Policy and Terms of Service.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
Founded in 1971, Pacific Investment Management Company, LLC or PIMCO is an internationally acclaimed investment management firm. The company provides a wide range of financial services across the globe, with more than 2,800 employees. PIMCO had around $2.2 trillion assets under management as of Sep 30, 2021.
PIMCO offers a broad lineup of investment solutions for the entire gamut of equities, bonds, currencies, real estate, alternative investments and risk-management services. Though the firm manages an array of mutual funds, it is best known for those based on a fixed income.
PIMCO Fixed Income SHares: Series M invests the majority of its net assets in a portfolio of U.S. and foreign fixed income instruments of different maturities, including mortgage and other asset-backed securities. FXIMX also invests in obligations issued or guaranteed by the U.S. government and corporate debt securities of U.S. and global issuers.
PIMCO Fixed Income SHares: Series M has three-year annualized returns of 5.2%. As of the end of December 2021, FXIMX held 1080 issues with 18.55% of its assets invested in Government National Mortgage Association 2.5%.
PIMCO All Asset Fund Class I-2 seeks maximum real return and preservation of real capital. PALPX is a fund of funds and invests all of its assets in the least expensive class of shares of any actively managed fund or smart-beta fund of the Trust, or PIMCO ETF Trust or PIMCO Equity Series, each of which is an affiliated open-end investment company, except other funds of funds.
PIMCO All Asset Fund Class I-2 has three-year annualized returns of 9.7%. Robert D. Arnott is one of the fund managers of PALPX since 2002.
PIMCO StocksPLUS Fund Class I-2 seeks total return, which exceeds that of the S&P 500 Index, by investing in S&P 500 Index derivatives, backed by a portfolio of fixed-income instruments. PSKPX invests a part of its total assets in securities denominated in foreign currencies.
PIMCO StocksPLUS Fund Class I-2 has three-year annualized returns of 20%. PSKPX has an expense ratio of 0.61% compared with the category average of 0.84%.
Image: Bigstock
Buy These 3 PIMCO Mutual Funds for Superb Returns
Founded in 1971, Pacific Investment Management Company, LLC or PIMCO is an internationally acclaimed investment management firm. The company provides a wide range of financial services across the globe, with more than 2,800 employees. PIMCO had around $2.2 trillion assets under management as of Sep 30, 2021.
PIMCO offers a broad lineup of investment solutions for the entire gamut of equities, bonds, currencies, real estate, alternative investments and risk-management services. Though the firm manages an array of mutual funds, it is best known for those based on a fixed income.
Below we share with you three top-ranked PIMCO mutual funds — PIMCO Fixed Income SHares: Series M (FXIMX - Free Report) , PIMCO All Asset Fund Class I-2 (PALPX - Free Report) , and PIMCO StocksPLUS Fund Class I-2 (PSKPX - Free Report) . Each has a Zacks Mutual Fund Rank #1 (Strong Buy) and is expected to outperform its peers in the future. Investors can click here to see the complete list of PIMCO mutual funds.
PIMCO Fixed Income SHares: Series M invests the majority of its net assets in a portfolio of U.S. and foreign fixed income instruments of different maturities, including mortgage and other asset-backed securities. FXIMX also invests in obligations issued or guaranteed by the U.S. government and corporate debt securities of U.S. and global issuers.
PIMCO Fixed Income SHares: Series M has three-year annualized returns of 5.2%. As of the end of December 2021, FXIMX held 1080 issues with 18.55% of its assets invested in Government National Mortgage Association 2.5%.
PIMCO All Asset Fund Class I-2 seeks maximum real return and preservation of real capital. PALPX is a fund of funds and invests all of its assets in the least expensive class of shares of any actively managed fund or smart-beta fund of the Trust, or PIMCO ETF Trust or PIMCO Equity Series, each of which is an affiliated open-end investment company, except other funds of funds.
PIMCO All Asset Fund Class I-2 has three-year annualized returns of 9.7%. Robert D. Arnott is one of the fund managers of PALPX since 2002.
PIMCO StocksPLUS Fund Class I-2 seeks total return, which exceeds that of the S&P 500 Index, by investing in S&P 500 Index derivatives, backed by a portfolio of fixed-income instruments. PSKPX invests a part of its total assets in securities denominated in foreign currencies.
PIMCO StocksPLUS Fund Class I-2 has three-year annualized returns of 20%. PSKPX has an expense ratio of 0.61% compared with the category average of 0.84%.
To view the Zacks Rank and the past performance of all PIMCO mutual funds, investors can click here to see the complete list of PIMCO mutual funds.
Want key mutual fund info delivered straight to your inbox?
Zacks’ free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week. Get it free >>