PIMCO RAE Fundamental Advantage PLUS Fund Class INSTL
PIMCO RAE Fundamental Advantage PLUS Fund Class INSTL (PFATX)
The PIMCO RAE Fundamental Advantage PLUS Fund Class INSTL (PFATX) is a mutual fund that aims to provide investors with long-term capital appreciation by investing in a diversified portfolio of stocks. The fund utilizes a fundamental indexing strategy, which selects stocks based on their fundamental factors such as earnings, dividends, and book value, rather than market capitalization. This approach is designed to potentially outperform traditional market-cap weighted indexes. The fund is managed by PIMCO, a leading investment management firm known for its expertise in fixed income and equity strategies. As an institutional class fund, it is primarily available to large institutional investors and may have lower fees compared to retail class funds.
PFATX Mutual Fund Chart & Stats
- Previous Close
- $8.72
- Sub-Category
- Asset Allocation
- Total Liabilities
- $716.67M
- Expense Ratio
- 1.10%
- Holding Count
- 431
- Brand
- Pimco Funds
- Category
- Alternative
- Total Assets
- 1.14B
- Shares Outstanding
- N/A
- 52-Week Range
- $7.90 - $9.07
PFATX Mutual Fund News
Top 10 Holdings
| Name | Weight % |
|---|---|
| USD_CASHUMBS, TBA | 16.66% |
| IVViShares Core S&P 500 ETF | 11.78% |
| USD_CASHUMBS, TBA | 10.51% |
| USD_CASHUMBS, TBA | 10.32% |
| USD_CASHUMBS, TBA | 8.79% |
| USD_CASHUMBS, TBA | 5.82% |
| USD_CASHUMBS, TBA | 3.27% |
| USD_CASHGovernment National Mortgage Association | 3.26% |
| USD_CASHGovernment National Mortgage Association | 3.23% |
| USD_CASHFreddie Mac | 3.16% |
| Total | 76.80% |
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