Mutual Fund Insights: PIMCO CA Intermediate Muni Bd A Fund (PCMBX)

In-depth Analysis of PIMCO CA Intermediate Muni Bd A Fund (PCMBX)

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See PIMCO CA Intermediate Muni Bd A Fund (PCMBX) performance details as of January 31, 2010

  

Last Trade: $9.48 on 3/19/2010, Change: 0.00 (0%)

  

Fund Manager - John Cummings

Fund Manager Tenure: 4.5 years
Fundmojo Fund Grade: C (Score: 0.53)     (What does this score mean?)

Mr. Cummings is an executive vice president and head of the municipal bond desk in the Newport Beach office. Prior to joining PIMCO in 2002, he was vice president, municipal trading at Goldman Sachs and was responsible for a number of municipal sectors, including industrials, airlines, utilities, healthcare and high-yield. He has 28 years of investment experience and holds an MBA, as well as his undergraduate degree, from Rutgers University.  Get more insights on John Cummings

  

 What we like about PIMCO CA Intermediate Muni Bd A Fund (PCMBX)

Data for PIMCO CA Intermediate Muni Bd A Fund (PCMBX) as of January 31, 2010

• PIMCO CA Intermediate Muni Bd A Fund (PCMBX) management has been with PIMCO CA Intermediate Muni Bd A Fund for 4.5 years
• PIMCO CA Intermediate Muni Bd A Fund (PCMBX) has good short-term performance (1-year return 9.55% vs 6.78% Muni California Interm/Short category average)
• PIMCO CA Intermediate Muni Bd A Fund (PCMBX) ratio of up-years vs down years is greater than 2
• PIMCO CA Intermediate Muni Bd A Fund (PCMBX) has a lower management fee than its Muni California Interm/Short average: 0.78% vs 0.85%

  

 What we are cautious about PIMCO CA Intermediate Muni Bd A Fund (PCMBX)

Data for PIMCO CA Intermediate Muni Bd A Fund (PCMBX) as of January 31, 2010

• PIMCO CA Intermediate Muni Bd A Fund (PCMBX) has a less-than-ideal mid-term performance (3-year return 2.02% vs 3.31% Muni California Interm/Short category average)
• PIMCO CA Intermediate Muni Bd A Fund (PCMBX) has a less-than-ideal Long-term performance (5-year return 2.30% vs 3.02% Muni California Interm/Short category average)
• PIMCO CA Intermediate Muni Bd A Fund (PCMBX) has a Morningstar rating of 3 and below
• PIMCO CA Intermediate Muni Bd A Fund (PCMBX) is less safe compared to its Muni California Interm/Short peers
• PIMCO CA Intermediate Muni Bd A Fund (PCMBX) does not have a good risk adjusted return as its 3-year Alpha of -2.48 is worse than category average of -0.68, and its 3-year Sharpe ratio is 0.04
• PIMCO CA Intermediate Muni Bd A Fund (PCMBX) is more volatile than its peers as it has a 3-year Standard Deviation of 6.33 that is higher than category average of 5.03
• PIMCO CA Intermediate Muni Bd A Fund (PCMBX) carries a 3% load

See PIMCO CA Intermediate Muni Bd A Fund (PCMBX) performance details as of January 31, 2010

  

  

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PIMCO CA Intermediate Muni Bd A Fund (PCMBX) Net Asset

Track net asset change of PIMCO CA Intermediate Muni Bd A fund (PCMBX)

Date	Net Asset
01/2010	$36.19M
11/2009	$37.79M
10/2009	$36.70M

More historic net asset information on PIMCO CA Intermediate Muni Bd A Fund (PCMBX)

  

PIMCO CA Intermediate Muni Bd A Fund (PCMBX) Portfolio Allocation

Track portfolio allocation change of PIMCO CA Intermediate Muni Bd A fund (PCMBX)

Date	Cash	Stock	Bond	Other
09/2009	2.33%	0%	97.61%	0.06%
06/2009	0.57%	0%	98.69%	0.74%
03/2009	1.1%	0%	98.87%	0.02%

Click here to see more historic asset allocation information on PIMCO CA Intermediate Muni Bd A Fund (PCMBX)

  

Most Recent Top 10 Holdings in PIMCO CA Intermediate Muni Bd A Fund (PCMBX)

Discover what PIMCO CA Intermediate Muni Bd A Fund (PCMBX) manager is buying

30-Sep-09 Modesto Calif Irr Dist 5% [4.03%] San Francisco Calif City & Cnt Sec 5.25% [3.35%] California St Pub Wks Brd Leas Lease 5% [2.7%] Puerto Rico Comwlth Hwy & Tran Rev 5.5% [2.63%] Desert Sands Calif Uni Sch Dis Go School [2.59%] M-S-R Pub Pwr Agy Calif San Ju Rev Bd 5% [2.31%] San Ramon Valley Calif Uni Sch G.O. Bds [2.29%] Univ Calif Regts Med Ctr Poole Med Ce 5% [2.25%] M-S-R Pub Pwr Agy Calif San Ju Rev Bd 5% [2.2%] California St Pub Wks Brd Leas Lease 5% [2.17%]

30-Jun-09 Modesto Calif Irr Dist 5% [4.1%] Univ Calif Revs General R 5% [3.66%] California St Pub Wks Brd Leas Lease 5% [2.66%] DESERT SANDS CALIF UNI SCH DIS GO SCHOOL [2.65%] Puerto Rico Comwlth Govt Dev B Govt D 5% [2.62%] Puerto Rico Comwlth Hwy & Tran Rev 5.5% [2.56%] M-S-R Pub Pwr Agy Calif San Ju Rev Bd 5% [2.32%] Univ Calif Regts Med Ctr Poole Med Ce 5% [2.29%] San Ramon Valley Calif Uni Sch G.O. Bds [2.27%] California St Pub Wks Brd Leas Lease 5% [2.2%]

31-Mar-09 Mcdx 5y Muni Sp Gst [4.29%] California Muni Sp Gst [4.27%] San Ramon Valley Calif Uni Sch G.O. Bds [4.07%] Modesto Calif Irr Dist 5% [3.61%] Univ Calif Revs General R 5% [3.21%] California St Pub Wks Brd Leas Lease 5% [2.41%] DESERT SANDS CALIF UNI SCH DIS GO SCHOOL [2.33%] California Pollutn Ctl Fing Au Pol 4.75% [2.28%] Puerto Rico Comwlth Govt Dev B Govt D 5% [2.22%] California Cnty Calif Tob Secu Asset Bac [2.19%]

Click here for Stock Holding Change Map in PIMCO CA Intermediate Muni Bd A Fund (PCMBX)

  

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Latest News on PIMCO CA Intermediate Muni Bd A (PCMBX)

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See more information on PIMCO CA Intermediate Muni Bd A Fund (PCMBX)

• PIMCO CA Intermediate Muni Bd A Fund Insights
• PIMCO CA Intermediate Muni Bd A Fund Performance Data
• PIMCO CA Intermediate Muni Bd A Fund News
• PIMCO CA Intermediate Muni Bd A Fund Score Explaination
• PIMCO CA Intermediate Muni Bd A Fund Manager Information
• Historic PIMCO CA Intermediate Muni Bd A Fund Asset Allocation Report
• Historic PIMCO CA Intermediate Muni Bd A Fund Top 10 Holding Tracking
• Historic PIMCO CA Intermediate Muni Bd A Fund Asset Under Management Tracking