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PIMCO Mutual Funds List

Here you can find all mutual funds issued by PIMCO and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.

Number of Funds
124
Avg. Expense Ratio
0.79%
Avg. 1 Year Return
12.07%
Avg. 5 Year Return
4.28%
Median Risk/Return Score
51 / 100
PIMCO Mutual Funds List

117 results

SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend Yield

Risk / Return Rank

Max. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
PIMCO Dividend and Income FundGlobal AllocationDec 13, 20110.81%
9.83%
7.97%
2.78%
91
PIMCO TRENDS Managed Futures Strategy Fund Class ASystematic TrendDec 31, 20131.81%
3.69%
3.85%
1.26%
65
PIMCO TRENDS Managed Futures Strategy Fund Institu...Systematic TrendJan 2, 20141.54%
3.95%
4.08%
1.30%
68
PIMCO TRENDS Managed Futures Strategy FundSystematic TrendDec 30, 20131.51%
3.86%
3.96%
1.29%
67
PIMCO Long-Term Real Return FundInflation-Protected BondsNov 11, 20010.50%
-2.67%
0.37%
6.85%
4
PIMCO RealPath Blend 2060 FundTarget Retirement DateDec 30, 20190.06%
11.31%
3.28%
65
PIMCO RealPath Blend 2055 FundTarget Retirement DateDec 30, 20140.06%
11.25%
11.17%
4.06%
66
PIMCO Real Return FundInflation-Protected BondsJan 28, 19970.45%
0.38%
2.59%
4.74%
16
PIMCO Variable Insurance Trust Real Estate Real Re...REITOct 30, 20030.79%
20.86%
6.49%
1.42%
52
PIMCO Global Advantage Strategy Bond FundGlobal BondsFeb 4, 20090.65%
0.29%
3.24%
4.33%
21
PIMCO StocksPLUS Small FundSmall Cap Blend EquitiesMar 31, 20060.70%
20.12%
11.20%
3.57%
60
PIMCO Short Duration Municipal Income FundMunicipal BondsAug 30, 19990.33%
1.12%
2.10%
3.28%
92
PIMCO StocksPLUS International Fund (Unhedged)Foreign Large Cap EquitiesNov 30, 20060.65%
9.36%
8.94%
3.54%
40
PIMCO StocksPLUS Long Duration Fund Class IDiversified PortfolioAug 31, 20070.61%
7.64%
13.51%
11.06%
33
PIMCO StocksPLUS Fund Class CS&P 500, Large Cap Blend EquitiesApr 27, 20181.69%
10.50%
13.87%
18.33%
13
PIMCO StocksPLUS Absolute Return FundLarge Cap Blend EquitiesJun 28, 20020.65%
10.00%
15.00%
11.99%
30
PIMCO Low Duration Credit FundBank LoanApr 28, 20110.70%
1.27%
4.18%
6.88%
81
PIMCO StocksPLUS Short FundInverse EquitiesJul 22, 20030.64%
-6.64%
-10.05%
0.91%
1
PIMCO StocksPLUS FundLarge Cap Blend EquitiesMay 13, 19930.51%
10.94%
15.14%
12.92%
20
PIMCO Long-Term Credit Bond FundLong-Term BondMar 30, 20090.55%
-0.29%
2.15%
5.93%
13

Rows per page

81–100 of 117

Explore top PIMCO Mutual Fund Categories and Asset Classes


Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

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Best PIMCO Mutual funds by Risk/Return Score

The top PIMCO Mutual funds by PortfoliosLab Risk/Return Score are PAIPX (100) and PTSHX (99). The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.

SymbolNameRisk / Return RankAUMInception
PIMCO Short Asset Investment Fund
100
May 2012
PIMCO Short Term Fund
99
Oct 1987
PIMCO RAE US Fund
96
Jun 2015
PIMCO Strategic Bond Fund
94
Jan 2009
PIMCO RAE PLUS Fund
94
Jun 2005

Best-Performing PIMCO Mutual funds Over 5 Years

The top PIMCO Mutual funds is PDX (24.15%). Across the lineup, PIMCO Mutual funds show an average 1-year return of 12.07% and an average 5-year return of 4.28%, providing a clearer view of performance across different investment horizons.

SymbolNameReturn 5YAUMInception
PIMCO Dynamic Income Strategy Fund
24.15%
Feb 2019
PIMCO RAE US Fund
16.57%
Jun 2015
PIMCO CommoditiesPLUS Strategy Fund
15.33%
May 2010
PIMCO RAE PLUS Fund
15.12%
Jun 2005
PIMCO CommoditiesPLUS Strategy I2
14.38%
May 2010

Lowest-Cost PIMCO Mutual funds

The top PIMCO Mutual funds is PBRNX (0.03%). With an average expense ratio of 0.79%, PIMCO Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.

Highest-Yield PIMCO Mutual funds

The top PIMCO Mutual funds is PDX (21.69%). Across the lineup, PIMCO Mutual funds show an average dividend yield of 5.93%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.

SymbolNameDividend YieldAUMInception
PIMCO Dynamic Income Strategy Fund21.69%Feb 2019
PIMCO StocksPLUS Fund Class C18.33%Apr 2018
PIMCO StocksPLUS Fund12.92%May 1993
PIMCO Income Strategy Fund II12.07%Oct 2004
PIMCO Corporate & Income Opportunity Fund12.04%Dec 2002

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Top Mutual funds Comparisons

Compare the top Mutual funds symbols based on PortfoliosLab usage data.