PortfoliosLab logoPortfoliosLab logo

Documentation

Upgrade your plan

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
123
Avg. Expense Ratio
0.79%
Avg. 1 Year Return
14.56%
Avg. 5 Year Return
4.09%
Median Risk/Return Score
49 / 100
PIMCO Mutual Funds List

116 results

SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend Yield

Risk / Return Rank

Max. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
PKAIX
PIMCO RAE US FundLarge Cap Value EquitiesJun 5, 20150.40%
24.93%
14.16%
11.02%
95
PLDIX
PIMCO Low Duration ESG FundShort-Term BondDec 31, 19960.50%
0.35%
1.88%
3.61%
43
PLDTX
PIMCO Low Duration II FundShort-Term BondOct 31, 19910.50%
0.33%
1.83%
3.80%
48
PLMIX
PIMCO Emerging Markets Currency and Short-Term Inv...Emerging Markets BondsMay 30, 20050.85%
3.75%
3.85%
8.42%
48
PLRIX
PIMCO Long Duration Total Return FundLong-Term BondAug 30, 20060.50%
0.20%
1.77%
4.71%
10
PMBIX
PIMCO Total Return II FundIntermediate Core BondDec 30, 19910.50%
0.06%
2.14%
3.92%
19
PMDRX
PIMCO Moderate Duration FundIntermediate Core-Plus BondDec 31, 19960.46%
-0.05%
2.41%
4.53%
23
PMFLX
PIMCO Flexible Municipal Income FundMunicipal BondsMar 14, 20190.70%——0.36%—
PMJAX
PIMCO RAE US Small Fund Class ASmall Cap Value EquitiesJun 5, 20150.90%
19.66%
13.23%
2.76%
68
PMJIX
PIMCO RAE US Small FundSmall Cap Value EquitiesJun 5, 20150.50%
19.95%
13.74%
2.63%
69
PMNPX
PIMCO National Intermediate Municipal Bond FundMunicipal BondsMay 30, 20120.55%
1.24%
2.28%
3.46%
69
PMZIX
PIMCO Mortgage Opportunities and Bond FundNontraditional BondsOct 21, 20120.60%
0.93%
3.60%
5.53%
42
PNYIX
PIMCO New York Municipal FundMunicipal BondsAug 8, 20040.46%
2.00%
2.51%
3.67%
76
PONAX
PIMCO Income Fund Class AMultisector BondsApr 2, 20071.02%
0.64%
4.26%
5.44%
38
PONCX
PIMCO Income Fund Class CMultisector BondsMar 30, 20071.69%
0.33%
3.41%
4.69%
31
PONPX
PIMCO Income Fund Class I-2Total Bond Market—0.72%
0.77%
4.57%
5.74%
40
PPCRX
PIMCO Credit Opportunities Bond FundNontraditional BondsAug 30, 20111.00%
-0.75%
3.86%
3.04%
7
PPQZX
PIMCO RealPath Blend 2050 FundTarget Retirement DateDec 30, 20140.06%
11.79%
11.52%
3.57%
73
PPRMX
PIMCO Inflation Response Multi-Asset FundDiversified PortfolioAug 30, 20110.76%
7.13%
7.67%
2.35%
90
PPYPX
PIMCO RAE International FundForeign Large Cap EquitiesJun 4, 20150.60%
14.59%
8.86%
6.79%
66

Rows per page

61–80 of 116

Explore top PIMCO Mutual Fund Categories and Asset Classes

PIMCO Bond Mutual fundsPIMCO Equity Mutual fundsPIMCO Multi-Asset Mutual fundsPIMCO Commodity Mutual fundsPIMCO Alternatives Mutual fundsPIMCO Multisector Bonds Mutual fundsPIMCO Municipal Bonds Mutual fundsPIMCO Target Retirement Date Mutual fundsPIMCO Global Bonds Mutual fundsPIMCO Commodities Mutual funds

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.
0%Annualized Volatility0%Annualized Return

Loading charts...

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
PAIPX
PIMCO Short Asset Investment Fund
100
—May 2012
PTSHX
PIMCO Short Term Fund
99
—Oct 1987
PKAIX
PIMCO RAE US Fund
95
—Jun 2015
PXTIX
PIMCO RAE PLUS Fund
93
—Jun 2005
PGAIX
PIMCO Global Core Asset Allocation Fund
92
—Oct 2008

Best-Performing PIMCO Mutual funds Over 5 Years

The top PIMCO Mutual funds is PDX (22.37%). Across the lineup, PIMCO Mutual funds show an average 1-year return of 14.56% and an average 5-year return of 4.09%, providing a clearer view of performance across different investment horizons.
SymbolNameReturn 5YAUMInception
PDX
PIMCO Dynamic Income Strategy Fund
22.37%
—Feb 2019
PCLIX
PIMCO CommoditiesPLUS Strategy Fund
16.30%
—May 2010
PCLPX
PIMCO CommoditiesPLUS Strategy I2
15.28%
—May 2010
PKAIX
PIMCO RAE US Fund
15.01%
—Jun 2015
PCLAX
PIMCO CommoditiesPLUS Strategy Fund
14.97%
—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.
SymbolNameExpense RatioAUMInception
PBRNX
PIMCO RealPath Blend Income Fund0.03%—Dec 2014
PBPNX
PIMCO RealPath Blend 2030 Fund0.04%—Dec 2014
PDGZX
PIMCO RealPath Blend 2035 Fund0.05%—Dec 2014
PVPNX
PIMCO RealPath Blend 2040 Fund0.06%—Dec 2014
PPQZX
PIMCO RealPath Blend 2050 Fund0.06%—Dec 2014

Highest-Yield PIMCO Mutual funds

The top PIMCO Mutual funds is PDX (21.51%). Across the lineup, PIMCO Mutual funds show an average dividend yield of 5.00%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
SymbolNameDividend YieldAUMInception
PDX
PIMCO Dynamic Income Strategy Fund21.51%—Feb 2019
PSPCX
PIMCO StocksPLUS Fund Class C16.26%—Apr 2018
PFN
PIMCO Income Strategy Fund II12.58%—Oct 2004
PSPTX
PIMCO StocksPLUS Absolute Return Fund12.12%—Jun 2002
PSTKX
PIMCO StocksPLUS Fund11.61%—May 1993

Top Mutual funds Issuers

Fidelity · 976 Mutual fundsBlackRock · 360 Mutual fundsVanguard · 292 Mutual fundsT. Rowe Price · 225 Mutual fundsFranklin Templeton · 174 Mutual fundsAmerican Funds · 153 Mutual fundsJPMorgan · 124 Mutual fundsInvesco · 122 Mutual fundsMFS · 112 Mutual fundsNuveen · 105 Mutual fundsJohn Hancock · 101 Mutual fundsDimensional · 100 Mutual fundsColumbia · 99 Mutual fundsEaton Vance · 98 Mutual fundsVoya · 98 Mutual fundsAmerican Century · 89 Mutual fundsPGIM · 82 Mutual fundsVictory · 79 Mutual fundsGoldman Sachs · 78 Mutual fundsFederated · 68 Mutual fundsHartford · 68 Mutual fundsTIAA Investments · 66 Mutual fundsPrincipal · 65 Mutual fundsCharles Schwab · 63 Mutual fundsJanus Henderson · 62 Mutual fundsVirtus · 59 Mutual fundsProFunds · 58 Mutual fundsSEI · 56 Mutual fundsPutnam · 55 Mutual fundsAllspring Global Investments · 54 Mutual funds

Top Mutual funds Comparisons

Compare the top Mutual funds symbols based on PortfoliosLab usage data.
PIMIX vs. PYLDPIMIX vs. AGGPIMIX vs. DODIXPIMIX vs. JMSIXPIMIX vs. BNDPONAX vs. BNDPONAX vs. BINCPONAX vs. VBTLXPONAX vs. FAGIXPONAX vs. SAMBXPTTRX vs. VBTIXPTTRX vs. VBTLXPTTRX vs. PRRIXPTTRX vs. DBLTXPTTRX vs. PDIIXPCN vs. PTYPCN vs. PDIPCN vs. PDOPCN vs. MPVPCN vs. TLTPONPX vs. PYLDPONPX vs. BONDPONPX vs. JMSIXPONPX vs. JEPIPONPX vs. BNDPSLDX vs. SPYPSLDX vs. PSTKXPSLDX vs. VOOPSLDX vs. REMIXPSLDX vs. VTSAXPFN vs. PDIPFN vs. PHKPFN vs. PTYPFN vs. GOFPFN vs. EICPFORX vs. VTABXPFORX vs. PFIIXPFORX vs. PWJZXPFORX vs. VBTLXPFORX vs. SPYPISIX vs. PIPNXPISIX vs. TBWIXPISIX vs. PSKIXPISIX vs. SPYPISIX vs. VTIAXPCRIX vs. VCMDXPCRIX vs. DCMSXPCRIX vs. PGOVXPCRIX vs. INDEXPCRIX vs. FBNDX