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PIMCO Preferred and Capital Securities Fund (PFANX)

9.33 0.00 (0.00%)
At close: 8:00 PM EDT
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DELL
  • Previous Close 9.33
  • YTD Return 10.61%
  • Expense Ratio 1.48%
  • Category Preferred Stock
  • Last Cap Gain -37.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 976.52M
  • Beta (5Y Monthly) 0.84
  • Yield 4.73%
  • 5y Average Return --
  • Holdings Turnover 49.00%
  • Last Dividend 0.34
  • Inception Date Apr 13, 2015

The fund invests at least 80% of its assets in a diversified portfolio of preferred securities and Capital Securities. “Capital Securities” include (1) securities issued by U.S. and non-U.S. financial institutions (including, but not limited to, banks and insurance companies) that can be used to satisfy their regulatory capital requirements and (2) securities, which may include instruments referred to as hybrid securities, that would be subordinated (i.e., fall lower in the capital structure) to at least one type of debt.

PIMCO

Fund Family

Preferred Stock

Fund Category

976.52M

Net Assets

2015-04-13

Inception Date

Performance Overview: PFANX

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Trailing returns as of 10/31/2024. Category is Preferred Stock.

YTD Return

PFANX
10.61%
Category
5.09%
?

1-Year Return

PFANX
18.97%
Category
19.60%
?

3-Year Return

PFANX
0.15%
Category
7.20%
?

5-Year Return

PFANX
3.12%
Category
5.90%
?

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Holdings: PFANX

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