Mutual Fund Insights: PIMCO All Asset P Fund (PALPX)

In-depth Analysis of PIMCO All Asset P Fund (PALPX)

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See PIMCO All Asset P Fund (PALPX) performance details as of February 28, 2010

  

Last Trade: $11.71 on 3/19/2010, Change: -0.02 (-0.17%)

Experiment our closing price forecasting tool for PIMCO All Asset P Fund (PALPX) (alpha release)

  

Fund Manager - Robert D. Arnott

Fund Manager Tenure: 7.6 years
Fundmojo Fund Grade: A+ (Score: 0.8)     (What does this score mean?)

Robert D. Arnott founded Research Affiliates in 2002 and Robert D. Arnott currently serves as Chairman. Robert D. Arnott acted as Editor-in-Chief of the Financial Analysts Journal from 2003 through 2006. Previously, Robert D. Arnott was chairman of First Quadrant, L.P until April 30, 2004. Robert D. Arnott first joined First Quadrant in April1998.  Get more insights on Robert D. Arnott

  

 What we like about PIMCO All Asset P Fund (PALPX)

Data for PIMCO All Asset P Fund (PALPX) as of February 28, 2010

• PIMCO All Asset P Fund (PALPX) management has been with PIMCO All Asset P Fund for 7.6 years
• PIMCO All Asset P Fund (PALPX) has good mid-term performance (3-year return 4.01% vs -2.09 % Moderate Allocation category average)
• PIMCO All Asset P Fund (PALPX) has good Long-term performance (5-year return 4.93% vs 2.04 % Moderate Allocation category average)
• PIMCO All Asset P Fund (PALPX) ratio of up-years vs down years is greater than 2
• PIMCO All Asset P Fund (PALPX) has a Morningstar rating of 4 and above
• PIMCO All Asset P Fund (PALPX) has an annual stock turnover rate of 89.00% vs Moderate Allocation average of 97.84%. It is good that PIMCO All Asset P management does not trade extensively for its return.
• PIMCO All Asset P Fund (PALPX) is less volatile than its peers as it has a 3-year Standard Deviation of 13.36, lower than category average of 14.91
• PIMCO All Asset P Fund (PALPX) has a lower management fee than its Moderate Allocation average: 0.30% vs 1.03%
• PIMCO All Asset P Fund (PALPX) 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 P Fund (PALPX)

Data for PIMCO All Asset P Fund (PALPX) as of February 28, 2010

• PIMCO All Asset P 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.
• PIMCO All Asset P Fund (PALPX) has a less-than-ideal short-term performance (1-year return 35.91% vs 39.25 % Moderate Allocation category average)

See PIMCO All Asset P Fund (PALPX) performance details as of February 28, 2010

  

  

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PIMCO All Asset P Fund (PALPX) Net Asset

Track net asset change of PIMCO All Asset P fund (PALPX)

Date	Net Asset
02/2010	$14.58B
01/2010	$210.81M
11/2009	$201.79M

More historic net asset information on PIMCO All Asset P Fund (PALPX)

  

PIMCO All Asset P Fund (PALPX) Portfolio Allocation

Track portfolio allocation change of PIMCO All Asset P fund (PALPX)

Date	Cash	Stock	Bond	Other
09/2009	27.94%	0.03%	67.3%	4.73%
06/2009	24.92%	0.24%	65.52%	9.32%
03/2009	37.12%	1.25%	55.99%	5.64%

Click here to see more historic asset allocation information on PIMCO All Asset P Fund (PALPX)

  

Most Recent Top 10 Holdings in PIMCO All Asset P Fund (PALPX)

Discover what PIMCO All Asset P Fund (PALPX) 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 P Fund (PALPX)

  

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See more information on PIMCO All Asset P Fund (PALPX)

• PIMCO All Asset P Fund Insights
• PIMCO All Asset P Fund Performance Data
• PIMCO All Asset P Fund News
• PIMCO All Asset P Fund Score Explaination
• PIMCO All Asset P Fund Manager Information
• Historic PIMCO All Asset P Fund Asset Allocation Report
• Historic PIMCO All Asset P Fund Top 10 Holding Tracking
• Historic PIMCO All Asset P Fund Asset Under Management Tracking