Top Performing PIMCO Funds
PIMCO Investments Llc is owned by Allianz. It provides investment funds such as mutual funds, exchange traded funds, and closed end funds. Although Bill Gross has moved to Janus, PIMCO funds are still popular among investors. Some of the funds also performed very well for the past years.You can find these best PIMCO funds for different sectors such as taxable bond fund, stock fund, etc. Depend on your risk tolerance; you may pick and choose from this best mutual funds list. Will these funds be a good choice for 2016?
Top PIMCO mutual funds 2015 are:
- PIMCO Income Fund (PONAX) 11.34%
- PIMCO StocksPLUS Absolute Return Fund (PTOAX) 23.00%
- PIMCO Small Cap StocksPLUS AR Strategy Fund (PCKAX) 22.17%
- PIMCO International StocksPLUS AR Strategy (USD-Hg) Fund (PIPAX) 17.81%
- PIMCO Small Cap StocksPLUS AR Strategy Fund (PCKAX) 22.17%
- PIMCO International StocksPLUS AR Strategy (Unhedged) Fund (PPUAX) 13.38%
- PIMCO Foreign Bond (USD-Hedged) Fund (PFOAX) 6.90%
- PIMCO International Fundamental IndexPLUS AR Strategy Fund (PTSOX) 12.72%
- PIMCO Fundamental Advantage Absolute Return Strategy Fund (PTFAX) 4.19%
- PIMCO Small Company Fundamental IndexPLUS AR Strategy Fund (PCFAX) 22.36%
PIMCO Income Fund
PIMCO Income Fund invests in multi-sector portfolio of Fixed Income Instruments of varying maturities. It may use forwards or derivatives such as options, futures contracts or swap agreements. The fund has an expense fee of 0.85%. The portfolio turnover rate is 251%. The current yield is 5.83%.More: Top Vanguard Mutual Funds 2015
Morningstar has ranked this bond fund with 5 star and silver rating. This PIMCO fund has returned 9.61% over the past 3 year, and 10.86% over the past 5 year.
PIMCO StocksPLUS Absolute Return Fund
This PIMCO StocksPLUS Absolute Return Fund is ranked with 4 star rating. It has $1.4 billion of assets. The current yield is 2.96%. You can buy this top fund from your brokerage. The fund managers are Mohsen Fahmi and Sudi Mariappa.More: Best Fidelity Mutual Funds 2015
The fund performance for the past 5 years:
- Year 2015: 0.94% (YTD)
- Year 2014: 13.92%
- Year 2013: 30.01%
- Year 2012: 25.88%
- Year 2011: 2.40%
- PIMCO Real Estate Real Return Strategy Fund
- PIMCO Total Return Fund
- PIMCO All Asset Fund
- PIMCO Convertible Fund
- PIMCO GNMA Fund
- PIMCO High Yield Fund
Previous top funds:
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