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

Mutual Fund Insights: PIMCO Investment Grade Corp Bd Instl Fund (PIGIX)

In-depth Analysis of PIMCO Investment Grade Corp Bd Instl Fund (PIGIX)

Mutual fund chart: PIMCO Investment Grade Corp Bd Instl Fund (PIGIX)

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See PIMCO Investment Grade Corp Bd Instl Fund (PIGIX) performance details as of January 31, 2010

  

    Last Trade: $11.21 on 3/18/2010, Change: -0.02 (-0.18%)

  

Fund Manager - Mark Kiesel

Fund Manager Tenure: 7.3 years
Fundmojo Fund Grade: A (Score: 0.78)     (What does this score mean?)
Kiesel is an executive vice president, generalist portfolio manager and senior member of PIMCO's investment strategy and portfolio management group. He also co-heads the investment-grade corporate desk and manages corporate portfolios for the firm. Previously, Kiesel served as PIMCO's head of equity derivatives and as a senior credit analyst. Kiesel joined the firm in 1996, having been previously associated with the sales and trading divisions of Merrill Lynch & Co. and JP Morgan.  Get more insights on Mark Kiesel

  

What we like about PIMCO Investment Grade Corp Bd Instl Fund (PIGIX) What we like about PIMCO Investment Grade Corp Bd Instl Fund (PIGIX)

Data for PIMCO Investment Grade Corp Bd Instl Fund (PIGIX) as of January 31, 2010

  • PIMCO Investment Grade Corp Bd Instl Fund (PIGIX) management has been with PIMCO Investment Grade Corp Bd Instl Fund for 7.3 years
  • PIMCO Investment Grade Corp Bd Instl Fund (PIGIX) has good short-term performance (1-year return 22.01% vs 15.89% Intermediate-Term Bond category average)
  • PIMCO Investment Grade Corp Bd Instl Fund (PIGIX) has good mid-term performance (3-year return 9.83% vs 5.02% Intermediate-Term Bond category average)
  • PIMCO Investment Grade Corp Bd Instl Fund (PIGIX) has good Long-term performance (5-year return 7.03% vs 4.10% Intermediate-Term Bond category average)
  • PIMCO Investment Grade Corp Bd Instl Fund (PIGIX) ratio of up-years vs down years is greater than 2
  • PIMCO Investment Grade Corp Bd Instl Fund (PIGIX) has a Morningstar rating of 4 and above
  • PIMCO Investment Grade Corp Bd Instl Fund (PIGIX) has a lower management fee than its Intermediate-Term Bond average: 0.50% vs 0.95%
  • PIMCO Investment Grade Corp Bd Instl Fund (PIGIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about PIMCO Investment Grade Corp Bd Instl Fund (PIGIX) What we are cautious about PIMCO Investment Grade Corp Bd Instl Fund (PIGIX)

Data for PIMCO Investment Grade Corp Bd Instl Fund (PIGIX) as of January 31, 2010

  • PIMCO Investment Grade Corp Bd Instl Fund is a focused fund with 39.11% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • PIMCO Investment Grade Corp Bd Instl Fund (PIGIX) is less safe compared to its Intermediate-Term Bond peers
  • PIMCO Investment Grade Corp Bd Instl Fund (PIGIX) is more volatile than its peers as it has a 3-year Standard Deviation of 8.08 that is higher than category average of 6.05
See PIMCO Investment Grade Corp Bd Instl Fund (PIGIX) performance details as of January 31, 2010

  

  

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PIMCO Investment Grade Corp Bd Instl Fund (PIGIX) Net Asset

Track net asset change of PIMCO Investment Grade Corp Bd Instl fund (PIGIX)

DateNet Asset
01/2010$5.04B
11/2009$5.18B
10/2009$5.22B
More historic net asset information on PIMCO Investment Grade Corp Bd Instl Fund (PIGIX)

  

PIMCO Investment Grade Corp Bd Instl Fund (PIGIX) Portfolio Allocation

Track portfolio allocation change of PIMCO Investment Grade Corp Bd Instl fund (PIGIX)

DateCashStockBondOther
09/200926.83%0%67.5%5.67%
06/200950.03%0%45.03%4.94%
12/200845.5%0%49.92%4.59%
Click here to see more historic asset allocation information on PIMCO Investment Grade Corp Bd Instl Fund (PIGIX)

  

Most Recent Top 10 Holdings in PIMCO Investment Grade Corp Bd Instl Fund (PIGIX)

Discover what PIMCO Investment Grade Corp Bd Instl Fund (PIGIX) manager is buying

30-Sep-09
Irs Aud R 3mbb/6.5 06/15/11 Gst [7.7%]
Irs Mxn R Tiie/8.3 02/19/09 Brc [5.97%]
Irs Aud R 3mbb/6.5 06/15/11 Rbc [4.24%]
Irs Mxn R Tiie/8.66 02/12/09 Brc [3.88%]
Zcs Brl R 10.835%/Cdi 04/15/09 Glm [3.82%]
United States Treas Bds 4.5% [3.22%]
Zcs Brl R 11.14%/Cdi 05/06/09 Glm [3.01%]
Pimco Fds Private Account Portfolio Ser [2.47%]
Zcs Brl R 10.99%/Cdi 08/13/09 Mlc [2.4%]
Zcs Brl R 10.99%/Cdi 08/13/09 Glm [2.4%]

30-Jun-09
PIMCO FDS PRIVATE ACCOUNT PORTFOLIO SER [3.62%]
FNMA [3.43%]
FNMA [2.93%]
Zcs Brl R 11.14%/Cdi 05/06/09 Glm [1.67%]
Irs Gbp R 6ml/5.0 03/18/09 Brc [1.46%]
Irs Gbp R 6ml/5.0 03/18/09 Glm [1.35%]
Zcs Brl R 11.67%/Cdi 02/25/09 Glm [1.34%]
Ngpl Pipeco 7.119% [1.22%]
Irs Eur R 6me/4.0 03/18/09 Jpm [1.11%]
Bhp Billiton Fin Usa 6.5% [1.08%]

31-Dec-08
Irs Usd R 3ml/4.0 06/17/09 Brc [7.41%]
Irs Aud R 3mbb/6.0 09/15/09 Uag [3.92%]
Cdx Ig9 5y 30-100% Sp Dub [3.67%]
Irs Gbp R 6ml/5.0 03/18/09 Brc [3.3%]
Cdx Ig9 5y 30-100% Sp Gst [3.14%]
Irs Gbp R 6ml/5.0 03/18/09 Glm [3.05%]
Irs Eur R 6me/4.0 03/18/09 Jpm [2.73%]
Cdx Ig9 10y 30-100% Sp Gst [2.11%]
IRS AUD R 6MBB/7.5 03/15/09 UAG [1.94%]
IRS USD P 5.0/3ML 12/17/08 BRC [1.83%]
Click here for Stock Holding Change Map in PIMCO Investment Grade Corp Bd Instl Fund (PIGIX)

  

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