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Pimco Mortgage Opportunities And Bond Fund Class Instl: (MF: PMZIX)

(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET

$9.28 USD

-0.03 (-0.32%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Mar 31, 2025

Total Return %* Percentile Rank Objective
YTD 2.91 40
3 months 2.91 40
6 months 2.05 16
1 Year 7.14 10
3 Year 3.42 13
5 Year 3.82 7
10 Year 3.25 1

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Mar 31, 2025

1 Year 7.14
5 Year 3.81
10 Year 3.26
Since Inception 3.82

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 2.91 NA NA NA
2024 1.53 1.01 3.92 -0.83
2023 1.88 1.23 -0.46 4.17
2022 -2.01 -4.17 -1.88 1.12
2021 0.41 0.90 0.54 0.18
2020 -3.54 4.62 2.22 1.94

Annual Return

20252024202320222021202020192018201720162015
% Total Return 2.915.696.94-6.842.065.165.040.515.494.932.69
% Total Return Rel to Index 0.134.421.416.173.61-2.34-3.680.491.942.272.12
% Total Return Rel to Peer 0.313.361.983.452.840.50-0.670.553.113.062.52
% Perf Quintile vs Peer* 0.000.001.002.001.002.004.003.001.001.001.00
% Dividends 0.140.690.620.670.390.400.470.350.400.570.44
% Yield 1.527.297.056.923.503.574.223.193.485.043.92
Capital Gains ($) 0.000.000.000.000.000.000.000.000.000.000.00
Expense Ratio 0.001.490.600.600.600.600.600.600.600.600.60

* 1 = Top 20%, 5 = Bottom 20%