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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: $7.39 on 11/26/2014, Change: +0.02 (0.27%)

 

Graph of PIMCO Fundamental IndexPLUS AR D Fund (PIXDX) ManagerFund Manager - Robert D. Arnott

Fund Manager Information

Fund Manager Tenure: 0.2 years
Similar Funds: PIXAX  PIXCX  PIXPX 
Fund Family: PIMCO
Fund Category: Large Blend
Fund Performance: Oct 30, 2014
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 Oct 30, 2014

  • PIMCO Fundamental IndexPLUS AR D Fund (PIXDX) has good mid-term performance (3-year return 23.96% vs 18.50% Large Blend category median performance)
  • PIMCO Fundamental IndexPLUS AR D Fund (PIXDX) has good Long-term performance (5-year return 22.47% vs 15.16% 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 Oct 30, 2014

  • PIMCO Fundamental IndexPLUS AR D Fund (PIXDX) management has been with PIMCO Fundamental IndexPLUS AR D Fund for only 0.2 years, it is hard to judge manager's ability based on this fund's operation record
  • PIMCO Fundamental IndexPLUS AR D Fund (PIXDX) has an annual stock turnover rate of 424.00% that is higher than the Large Blend average of 42.40%. 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 10.23 that is higher than category average of 9.74
  • PIMCO Fundamental IndexPLUS AR D Fund (PIXDX) has a higher expense ratio of 1.19% than its Large Blend average of 1.09%
  • Even though PIMCO Fundamental IndexPLUS AR D Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See PIMCO Fundamental IndexPLUS AR D Fund (PIXDX) performance details as of Oct 30, 2014

 

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 D9.6715.3423.9622.47
Bright Rock Quality Large Cap Investor (BQLIX)8.7312.9119.650Compare
Fidelity Spartan Total Market Index F (FFSMX)9.8516.0019.6917.06Compare
American Beacon S&P 500 Idx Instl (AASPX)10.8617.0919.6516.53Compare

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
First Trust Value Line Equity Allc Index (FVI)2.10%8.46%13.90%
PowerShares S&P 500 BuyWrite (PBP)3.72%7.40%8.84%
ProShares Credit Suisse 130/30 (CSM)13.46%19.93%20.82%
Vanguard S&P 500 ETF (VOO)10.85%17.19%19.73%
WisdomTree Earnings 500 (EPS)10.61%17.19%19.49%

 

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
10/2014$4.02B
09/2014$3.83B
08/2014$4.26B
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
06/201416.71%0.21%23.95%30.47%
03/201422.06%0.26%23.15%34.2%
12/201323.63%0.27%21.29%34.27%
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

Jun 29, 2014
Fin Fut Euro$ Cme 09/14/15 [75.06%]
Erauslt Trs Equity 1ml+35.5 *Bullet* Brc [31.05%]
Fin Fut Euro$ Cme 12/14/15 [31.01%]
Erauslt Trs Equity 1ml+45.5 Jpm [12.1%]
US Treasury Note 2.5% [10.21%]
Erauslt Trs Equity 1ml+27 Cbk [9.68%]
Erauslt Trs Equity 1ml+31 *Bullet* Bps [8.74%]
Erauslt Trs Equity 1ml+45.5 *Bullet* Jpm [8.14%]
Erauslt Trs Equity 1ml+36 Brc [7.87%]
Erauslt Trs Equity 1ml+32.5 Jpm [7.42%]

Mar 30, 2014
Fin Fut Euro$ Cme 09/14/15 [33.23%]
Erauslt Trs Equity 1ml+35.5 *Bullet* Brc [33.18%]
Fin Fut Euro$ Cme 12/14/15 [31.01%]
Erauslt Trs Equity 1ml+45.5 Jpm [12.93%]
Erauslt Trs Equity 1ml+27 Cbk [10.34%]
Erauslt Trs Equity 1ml+45.5 *Bullet* Jpm [8.7%]
Erauslt Trs Equity 1ml+36 Brc [8.4%]
Erauslt Trs Equity 1ml+29 *Bullet* Jpm [8.3%]
Fin Fut Euro$ Cme 03/14/16 [6.81%]
Erauslt Trs Equity 1ml+46 Boa [5.27%]

Dec 30, 2013
Fin Fut Euro$ Cme 09/14/15 [35.24%]
Fin Fut Euro$ Cme 12/14/15 [32.89%]
Erauslt Trs Equity 1ml+26.5 *Bullet* Brc [29.74%]
Erauslt Trs Equity 1ml+27 Cbk [10.66%]
Erauslt Trs Equity 1ml+35 Jpm [8.98%]
Erauslt Trs Equity 1ml+36 Brc [8.66%]
Erauslt Trs Equity 1ml+29 *Bullet* Jpm [8.56%]
Fin Fut Euro$ Cme 03/14/16 [7.22%]
Erauslt Trs Equity 1ml+46 Boa [5.43%]
Erauslt Trs Equity 1ml+25 Jpm [4.82%]
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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