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PIMCO Fundamental IndexPLUS AR D (PIXDX) Fund Ranking and Research

Ranking, Research and Recommendation of PIMCO Fundamental IndexPLUS AR D (PIXDX) Fund

    Last Trade: $6.24 on 7/31/2015, Change: -0.02 (-0.32%)

 

Graph of PIMCO Fundamental IndexPLUS AR D Fund (PIXDX) ManagerFund Manager - Sudi D. Mariappa

Fund Manager Information

Fund Manager Tenure: 0.5 years
Similar Funds: PIXAX  PIXCX  PIXPX 
Fund Family: PIMCO
Fund Category: Large Blend
Fund Performance: May 30, 2015
Fundmojo Fund Grade: N/A (Score: *Manager is New*)     (What does this score mean?)

 

Graph of PIMCO Fundamental IndexPLUS AR D Fund (PIXDX) ProfilePIMCO Fundamental IndexPLUS AR D Fund (PIXDX) Profile

Fund Profile and Description

PIMCO Fundamental IndexPLUS AR D Fund seeks total return which exceeds that of the FTSE RAFI 1000 Index. PIMCO Fundamental IndexPLUS AR D Fund normally invests all of its assets in derivatives based on Enhanced RAFI 1000, an enhanced, performance recalibrated version of the index (“Enhanced RAFI 1000”), backed by a portfolio of short and intermediate maturity fixed-income instruments. It may invest in common stocks, options, futures, options on futures and swaps, including derivatives based on the index. PIMCO Fundamental IndexPLUS AR D Fund uses Enhanced RAFI 1000 derivatives in addition to or in place of Enhanced RAFI 1000 stocks to attempt to equal or exceed the performance of the index.

 

PIMCO Fundamental IndexPLUS AR D (PIXDX) Fund Strength What we like about PIMCO Fundamental IndexPLUS AR D (PIXDX) Fund

Data for PIMCO Fundamental IndexPLUS AR D Fund (PIXDX) as of May 30, 2015

  • PIMCO Fundamental IndexPLUS AR D Fund (PIXDX) has good mid-term performance (3-year return 21.26% vs 18.99% Large Blend category median performance)
  • PIMCO Fundamental IndexPLUS AR D Fund (PIXDX) has good Long-term performance (5-year return 19.88% vs 15.32% Large Blend category median performance)
  • PIMCO Fundamental IndexPLUS AR D Fund (PIXDX) ratio of up-years vs down years is greater than 2
  • PIMCO Fundamental IndexPLUS AR D Fund (PIXDX) has a Morningstar rating of 4 and above

PIMCO Fundamental IndexPLUS AR D Fund (PIXDX) Weakness What we are cautious about PIMCO Fundamental IndexPLUS AR D (PIXDX) Fund

Data for PIMCO Fundamental IndexPLUS AR D Fund (PIXDX) as of May 30, 2015

  • PIMCO Fundamental IndexPLUS AR D Fund (PIXDX) management has been with PIMCO Fundamental IndexPLUS AR D Fund for only 0.5 years, it is hard to judge manager's ability based on this fund's operation record
  • PIMCO Fundamental IndexPLUS AR D Fund (PIXDX) has a less-than-ideal short-term performance (1-year return 7.67% vs 10.55% Large Blend category median performance)
  • PIMCO Fundamental IndexPLUS AR D Fund (PIXDX) has an annual stock turnover rate of 390.00% that is higher than the Large Blend average of 43.65%. This could mean PIMCO Fundamental IndexPLUS AR D is more nimble, but also signal potential high tax impact and high trading fees
  • PIMCO Fundamental IndexPLUS AR D Fund (PIXDX) is more volatile than its peers as it has a 3-year Standard Deviation of 10.14 that is higher than category average of 8.84
  • PIMCO Fundamental IndexPLUS AR D Fund (PIXDX) has a higher expense ratio of 1.19% than its Large Blend average of 1.04%
  • Even though PIMCO Fundamental IndexPLUS AR D Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
  • Asset base in PIMCO Fundamental IndexPLUS AR D Fund (PIXDX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support
See PIMCO Fundamental IndexPLUS AR D Fund (PIXDX) performance details as of May 30, 2015

 

What do you think?

 

Compare PIMCO Fundamental IndexPLUS AR D Fund (PIXDX)Compare with other top Large Blend category mutual funds

Aadditional top Large Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
PIMCO Fundamental IndexPLUS AR D2.117.6721.2619.88
Fidelity Spartan Total Market Index F (FFSMX)3.7111.8419.8516.56Compare
Franklin Focused Core Equity A (FCEQX)7.6215.6423.9416.05Compare
Hennessy Cornerstone Large Growth Instl (HILGX)2.3810.2720.1416.12Compare

See top fund managers for Large Blend Category Funds

 

Compare PIMCO Fundamental IndexPLUS AR D Fund (PIXDX)Compare with Large Blend category ETFs

Some Large Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares KLD 400 Social Index (DSI)2.28%9.93%19.11%
ALPS Equal Sector Weight ETF (EQL)2.30%9.46%18.43%
First Trust Mega Cap Alphadex F (FMK)2.44%7.86%17.39%
Vanguard Dividend Appreciation ETF (VIG)0.45%7.27%15.75%
First Trust Value Line Equity Allc Index (FVI)3.12%3.38%16.39%

 

Graph of PIMCO Fundamental IndexPLUS AR D Fund (PIXDX) Net Asset TrackingPIMCO Fundamental IndexPLUS AR D (PIXDX) Fund Net Asset

Track net asset change of PIMCO Fundamental IndexPLUS AR D fund (PIXDX)

DateNet Asset
05/2015$3.51B
04/2015$3.67B
03/2015$3.67B
More historic net asset information on PIMCO Fundamental IndexPLUS AR D Fund (PIXDX)

  

Graph of PIMCO Fundamental IndexPLUS AR D Fund (PIXDX) Portfolio TrackingPIMCO Fundamental IndexPLUS AR D (PIXDX) Fund Portfolio Allocation

Track portfolio allocation change of PIMCO Fundamental IndexPLUS AR D fund (PIXDX)

DateCashStockBondOther
03/201520.34%27.57%43.85%3.4%
12/201421.06%0.15%46.61%26.32%
09/201422.37%0.23%35.16%36.33%
Click here to see more historic asset allocation information on PIMCO Fundamental IndexPLUS AR D Fund (PIXDX)

 

graph of PIMCO Fundamental IndexPLUS AR D Fund (PIXDX) Top 10 Position TrackingTop 10 Holdings in PIMCO Fundamental IndexPLUS AR D (PIXDX) Fund

Discover what PIMCO Fundamental IndexPLUS AR D Fund (PIXDX) manager is buying

Mar 30, 2015
Irs Usd 1.750 06/17/15-3y Cme [62.04%]
Erauslt Trs Equity 1ml+35.5 *Bullet* Brc [34.75%]
Irs Usd 2.500 12/17/14-7y Cme [32.16%]
10 Year US Treasury Note Future June15 [23.37%]
Fin Fut Euro$ Cme (Red) 12/19/16 [22.84%]
Fin Fut Euro$ Cme (Wht) 12/14/15 [19.09%]
Cdx Ig23 5y Ice [13.7%]
Cdx Itraxx Main22 5y Ice [12.13%]
Irs Usd 1.850 05/18/16-1y (Red) Cme [10.42%]
Erauslt Trs Equity 1ml+31 *Bullet* Bps [9.78%]

Dec 30, 2014
Cdx Ig23 5y Ice [54.91%]
Irs Usd 2.500 12/17/14-7y Cme [42.76%]
Erauslt Trs Equity 1ml+35.5 *Bullet* Brc [31.12%]
Fin Fut Euro$ Cme (Wht) 12/14/15 [20.46%]
Fin Fut Euro$ Cme (Red) 12/19/16 [20.26%]
Irs Usd 1.750 06/17/15-3y Cme [18.86%]
10 Year US Treasury Note Future Mar15 [18.58%]
Irs Aud 3.250 12/17/14-5y Cme [12.85%]
FNMA 4% TBA [12.16%]
Cdx Itraxx Main22 5y Ice [12.12%]

Sep 29, 2014
Erauslt Trs Equity 1ml+35.5 *Bullet* Brc [31.94%]
Fin Fut Euro$ Cme (Red) 12/14/15 [31.35%]
10 Year US Treasury Note Future Dec14 [17.16%]
Erauslt Trs Equity 1ml+45.5 Jpm [12.45%]
Fin Fut Euro$ Cme (Red) 06/13/16 [10.58%]
Erauslt Trs Equity 1ml+32.5 Jpm [10.15%]
Erauslt Trs Equity 1ml+31 *Bullet* Bps [8.99%]
Erauslt Trs Equity 1ml+45.5 *Bullet* Jpm [8.38%]
Erauslt Trs Equity 1ml+30 Boa [8.37%]
Erauslt Trs Equity 1ml+36 Brc [8.09%]
Click here for Stock Holding Change Map in PIMCO Fundamental IndexPLUS AR D Fund (PIXDX)

  

Latest News on PIMCO Fundamental IndexPLUS AR D (PIXDX) Fund

See what is happening with PIMCO Fundamental IndexPLUS AR D Fund (PIXDX)

 

PIMCO Fundamental IndexPLUS AR D Fund (PIXDX) Related ResourcesSee more information on PIMCO Fundamental IndexPLUS AR D (PIXDX) Fund

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