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

Mutual Fund Insights: PIMCO Short-Term C Fund (PFTCX)

In-depth Analysis of PIMCO Short-Term C Fund (PFTCX)

Mutual fund chart: PIMCO Short-Term C Fund (PFTCX)

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See PIMCO Short-Term C Fund (PFTCX) performance details as of January 31, 2010

  

    Last Trade: $9.86 on 3/15/2010, Change: 0.00 (0%)

  

Fund Manager - Paul A. McCulley

Fund Manager Tenure: 10.6 years
Fundmojo Fund Grade: B (Score: 0.62)     (What does this score mean?)
McCulley is executive vice president and portfolio manager with Pacific Investment Management Company, his employer since April 1999. Prior to joining the firm, he was associated with Warburg Dillon Reed as managing director and head of economic and strategy research for the Americas, where he managed macro research world-wide. He previously worked at PIMCO from 1990 to 1992 as an account manager and monetary policy specialist. He has 16 years of investment experience.  Get more insights on Paul A. McCulley

  

What we like about PIMCO Short-Term C Fund (PFTCX) What we like about PIMCO Short-Term C Fund (PFTCX)

Data for PIMCO Short-Term C Fund (PFTCX) as of January 31, 2010

  • PIMCO Short-Term C Fund (PFTCX) management has been with PIMCO Short-Term C Fund for 10.6 years
  • PIMCO Short-Term C Fund (PFTCX) has good short-term performance (1-year return 6.95% vs 6.10% Ultrashort Bond category average)
  • PIMCO Short-Term C Fund (PFTCX) has good mid-term performance (3-year return 3.57% vs 1.75% Ultrashort Bond category average)
  • PIMCO Short-Term C Fund (PFTCX) has good Long-term performance (5-year return 3.33% vs 2.37% Ultrashort Bond category average)
  • PIMCO Short-Term C Fund (PFTCX) ratio of up-years vs down years is greater than 2
  • PIMCO Short-Term C Fund (PFTCX) is less volatile than its peers as it has a 3-year Standard Deviation of 2.82, lower than category average of 2.92

  

What we are cautious about PIMCO Short-Term C Fund (PFTCX) What we are cautious about PIMCO Short-Term C Fund (PFTCX)

Data for PIMCO Short-Term C Fund (PFTCX) as of January 31, 2010

  • PIMCO Short-Term C Fund is a focused fund with 35.59% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • PIMCO Short-Term C Fund (PFTCX) has a Morningstar rating of 3 and below
  • PIMCO Short-Term C Fund (PFTCX) has a higher management fee of 1.10% than its Ultrashort Bond average of 0.74%
  • PIMCO Short-Term C Fund (PFTCX) carries a 1% load
See PIMCO Short-Term C Fund (PFTCX) performance details as of January 31, 2010

  

  

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PIMCO Short-Term C Fund (PFTCX) Net Asset

Track net asset change of PIMCO Short-Term C fund (PFTCX)

DateNet Asset
01/2010$281.74M
11/2009$260.39M
10/2009$248.41M
More historic net asset information on PIMCO Short-Term C Fund (PFTCX)

  

PIMCO Short-Term C Fund (PFTCX) Portfolio Allocation

Track portfolio allocation change of PIMCO Short-Term C fund (PFTCX)

DateCashStockBondOther
09/200914.21%0%77.89%7.9%
06/200914.48%0%80.43%5.09%
03/200947.49%0%48.79%3.72%
Click here to see more historic asset allocation information on PIMCO Short-Term C Fund (PFTCX)

  

Most Recent Top 10 Holdings in PIMCO Short-Term C Fund (PFTCX)

Discover what PIMCO Short-Term C Fund (PFTCX) manager is buying

30-Sep-09
FHLMC FRN [7.88%]
FHLMC FRN [5.05%]
FHLMC 1.354% [4.6%]
Pimco Fds Private Account Portfolio Ser [4.46%]
FHLMC FRN [3.61%]
FHLMC FRN [2.36%]
FHLMC FRN [2.28%]
Goldman Sachs Grp FRN [1.99%]
FNMA [1.71%]
Jpmorgan Chase & Co Fdic Tlgp 1.65% [1.65%]

30-Jun-09
FNMA [12.07%]
FNMA [6.63%]
FHLMC 1.354% [6.61%]
FHLMC FRN [6.36%]
FHLMC FRN [6.3%]
FHLMC FRN [5.89%]
FNMA [5.41%]
FNMA [5.35%]
FHLMC FRN [5.02%]
FNMA [3.76%]

31-Mar-09
FNMA [35.53%]
Irs Usd P 5.0/3ml 12/17/08 Dub [9.28%]
FNMA [8.18%]
GNMA [7.2%]
PIMCO FDS PRIVATE ACCOUNT PORTFOLIO SER [6.6%]
FNMA [5.82%]
FNMA [5.49%]
FNMA [4.39%]
FNMA [2.3%]
Irs Usd P 4.0/3ml 06/17/09 Ryl [1.58%]
Click here for Stock Holding Change Map in PIMCO Short-Term C Fund (PFTCX)

  

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Latest News on PIMCO Short-Term C (PFTCX)

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