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Fund Intelligence | Best Managers | PAAIX Insights | PAAIX Score | PAAIX Performance | PAAIX Manager | PAAIX News | PAAIX Allocation | PAAIX Holdings Change

Mutual Fund Insights: PIMCO All Asset Instl Fund (PAAIX)

In-depth Analysis of PIMCO All Asset Instl Fund (PAAIX)

Mutual fund chart: PIMCO All Asset Instl Fund (PAAIX)

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See PIMCO All Asset Instl Fund (PAAIX) performance details as of January 31, 2010

  

    Last Trade: $11.82 on 3/16/2010, Change: +0.05 (0.42%)
Experiment our closing price forecasting tool for PIMCO All Asset Instl Fund (PAAIX) (alpha release)

  

Fund Manager - Robert D. Arnott

Fund Manager Tenure: 7.6 years   [Similar Funds: PAALX ]
Fundmojo Fund Grade: A+ (Score: 0.84)     (What does this score mean?)
Arnott founded Research Affiliates in 2002 and he currently serves as Chairman. He acted as Editor-in-Chief of the Financial Analysts Journal from 2003 through 2006. Previously, Arnott was chairman of First Quadrant, L.P until April 30, 2004. He first joined First Quadrant in April1998.  Get more insights on Robert D. Arnott

  

What we like about PIMCO All Asset Instl Fund (PAAIX) What we like about PIMCO All Asset Instl Fund (PAAIX)

Data for PIMCO All Asset Instl Fund (PAAIX) as of January 31, 2010

  • PIMCO All Asset Instl Fund (PAAIX) management has been with PIMCO All Asset Instl Fund for 7.6 years
  • PIMCO All Asset Instl Fund (PAAIX) has good short-term performance (1-year return 28.70% vs 27.80% Moderate Allocation category average)
  • PIMCO All Asset Instl Fund (PAAIX) has good mid-term performance (3-year return 4.54% vs -2.95% Moderate Allocation category average)
  • PIMCO All Asset Instl Fund (PAAIX) has good Long-term performance (5-year return 5.21% vs 1.92% Moderate Allocation category average)
  • PIMCO All Asset Instl Fund (PAAIX) ratio of up-years vs down years is greater than 2
  • PIMCO All Asset Instl Fund (PAAIX) has a Morningstar rating of 4 and above
  • PIMCO All Asset Instl Fund (PAAIX) is less volatile than its peers as it has a 3-year Standard Deviation of 13.34, lower than category average of 14.84
  • PIMCO All Asset Instl Fund (PAAIX) has a lower management fee than its Moderate Allocation average: 0.86% vs 1.02%
  • PIMCO All Asset Instl Fund (PAAIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about PIMCO All Asset Instl Fund (PAAIX) What we are cautious about PIMCO All Asset Instl Fund (PAAIX)

Data for PIMCO All Asset Instl Fund (PAAIX) as of January 31, 2010

  • PIMCO All Asset Instl Fund is a focused fund with 75.67% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
See PIMCO All Asset Instl Fund (PAAIX) performance details as of January 31, 2010

  

  

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PIMCO All Asset Instl Fund (PAAIX) Net Asset

Track net asset change of PIMCO All Asset Instl fund (PAAIX)

DateNet Asset
01/2010$11.33B
11/2009$11.09B
10/2009$10.80B
More historic net asset information on PIMCO All Asset Instl Fund (PAAIX)

  

PIMCO All Asset Instl Fund (PAAIX) Portfolio Allocation

Track portfolio allocation change of PIMCO All Asset Instl fund (PAAIX)

DateCashStockBondOther
09/200927.94%0.03%67.3%4.73%
06/200924.92%0.24%65.52%9.32%
03/200937.12%1.25%55.99%5.64%
Click here to see more historic asset allocation information on PIMCO All Asset Instl Fund (PAAIX)

  

Most Recent Top 10 Holdings in PIMCO All Asset Instl Fund (PAAIX)

Discover what PIMCO All Asset Instl Fund (PAAIX) manager is buying

30-Sep-09
PIMCO Real Return Asset Instl [25.91%]
PIMCO Investment Grade Corp Bd Instl [12.96%]
PIMCO Real Return Instl [5.57%]
PIMCO Long-Term Credit Institutional [5.56%]
PIMCO Fundamental Advtg Total Ret Instl [5.5%]
PIMCO Short-Term Instl [4.87%]
PIMCO Long-Term US Government Instl [4.05%]
PIMCO Commodity Real Ret Strat Instl [4.04%]
PIMCO Low Duration Instl [3.72%]
PIMCO Long Duration Total Return Instl [3.49%]

30-Jun-09
PIMCO Real Return Asset Instl [21%]
PIMCO Investment Grade Corp Bd Instl [16.27%]
PIMCO Commodity Real Ret Strat Instl [9%]
PIMCO Total Return Instl [7.84%]
PIMCO Emerging Local Bond Instl [4.45%]
PIMCO High Yield Instl [4.26%]
PIMCO Convertible Instl [4.14%]
PIMCO Long Duration Total Return Instl [3.54%]
PIMCO Diversified Inc Instl [3.49%]
PIMCO Floating Income Instl [3.17%]

31-Mar-09
PIMCO Real Return Asset Instl [20.04%]
PIMCO Investment Grade Corp Bd Instl [10.31%]
PIMCO Emerging Local Bond Instl [9.35%]
PIMCO High Yield Instl [7.21%]
PIMCO Convertible Instl [7.11%]
PIMCO Developing Local Markets I [6.59%]
PIMCO Emerging Markets Bond Instl [5.01%]
PIMCO Commodity Real Ret Strat Instl [4.78%]
PIMCO Fundamental IndexPLUS TR Inst [4.06%]
PIMCO Small Cap StocksPLUS TR Inst [3.85%]
Click here for Stock Holding Change Map in PIMCO All Asset Instl Fund (PAAIX)

  

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