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Mutual Fund Insights: PIMCO Low Duration II Instl Fund (PLDTX)

In-depth Analysis of PIMCO Low Duration II Instl Fund (PLDTX)

Mutual fund chart: PIMCO Low Duration II Instl Fund (PLDTX)

3 months
6 months
1 year
3 year
5 year

See PIMCO Low Duration II Instl Fund (PLDTX) performance details as of January 31, 2010

  

    Last Trade: $10.05 on 3/10/2010, Change: 0.00 (0%)

  

Fund Manager - William H. Gross

Fund Manager Tenure: 18.4 years
Fundmojo Fund Grade: B (Score: 0.68)     (What does this score mean?)
Gross is founder and chief investment officer of Pacific Investment Management Company. Gross and his bond team have twice been awarded Morningstar's fixed-income manager of the year award, in 1998 and 2000. In a 1993 survey by Pensions & Investments magazine, he was recognized by his peers as the most influential authority on the bond market in the United States. Gross holds the Chartered Financial Analyst designation.  Get more insights on William H. Gross

  

What we like about PIMCO Low Duration II Instl Fund (PLDTX) What we like about PIMCO Low Duration II Instl Fund (PLDTX)

Data for PIMCO Low Duration II Instl Fund (PLDTX) as of January 31, 2010

  • PIMCO Low Duration II Instl Fund (PLDTX) management has been with PIMCO Low Duration II Instl Fund for 18.4 years
  • PIMCO Low Duration II Instl Fund (PLDTX) has good short-term performance (1-year return 10.31% vs 9.51% Short-Term Bond category average)
  • PIMCO Low Duration II Instl Fund (PLDTX) has good mid-term performance (3-year return 6.03% vs 3.73% Short-Term Bond category average)
  • PIMCO Low Duration II Instl Fund (PLDTX) has good Long-term performance (5-year return 4.65% vs 3.49% Short-Term Bond category average)
  • PIMCO Low Duration II Instl Fund (PLDTX) ratio of up-years vs down years is greater than 2
  • PIMCO Low Duration II Instl Fund (PLDTX) has a Morningstar rating of 4 and above
  • PIMCO Low Duration II Instl Fund (PLDTX) has a lower management fee than its Short-Term Bond average: 0.50% vs 0.92%
  • PIMCO Low Duration II Instl Fund (PLDTX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about PIMCO Low Duration II Instl Fund (PLDTX) What we are cautious about PIMCO Low Duration II Instl Fund (PLDTX)

Data for PIMCO Low Duration II Instl Fund (PLDTX) as of January 31, 2010

  • PIMCO Low Duration II Instl Fund is a focused fund with 63.49% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • PIMCO Low Duration II Instl Fund (PLDTX) is more volatile than its peers as it has a 3-year Standard Deviation of 4.04 that is higher than category average of 3.36
See PIMCO Low Duration II Instl Fund (PLDTX) performance details as of January 31, 2010

  

  

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PIMCO Low Duration II Instl Fund (PLDTX) Net Asset

Track net asset change of PIMCO Low Duration II Instl fund (PLDTX)

DateNet Asset
01/2010$547.51M
11/2009$460.51M
10/2009$412.05M
More historic net asset information on PIMCO Low Duration II Instl Fund (PLDTX)

  

PIMCO Low Duration II Instl Fund (PLDTX) Portfolio Allocation

Track portfolio allocation change of PIMCO Low Duration II Instl fund (PLDTX)

DateCashStockBondOther
09/200928.34%0%62.32%9.34%
06/200922.57%0%73.77%3.66%
03/200926.69%0%60.39%12.92%
Click here to see more historic asset allocation information on PIMCO Low Duration II Instl Fund (PLDTX)

  

Most Recent Top 10 Holdings in PIMCO Low Duration II Instl Fund (PLDTX)

Discover what PIMCO Low Duration II Instl Fund (PLDTX) manager is buying

30-Sep-09
FNMA [16.03%]
Pimco Fds Private Account Portfolio Ser [14.25%]
United States Treas Nts 1% [9.89%]
Irs Usd R 3ml/3.0 02/04/09 Ryl [4.58%]
FNMA 5.5% [3.9%]
FNMA [3.72%]
Irs Usd R 3ml/4.0 12/16/09 Ryl [3.07%]
FNMA [2.78%]
FNMA [2.66%]
Wells Fargo & Co New FRN [2.61%]

30-Jun-09
FNMA [30.97%]
FNMA 5.5% [4.28%]
FNMA [3.39%]
Irs Usd R 3ml/3.0 02/04/09 Ryl [3.37%]
FNMA 5.5% [2.76%]
FNMA 5.5% [2.72%]
FNMA [2.66%]
PIMCO FDS PRIVATE ACCOUNT PORTFOLIO SER [2.62%]
FNMA [2.41%]
Wells Fargo & Co New FRN [2.32%]

31-Mar-09
FNMA [26.46%]
PIMCO FDS PRIVATE ACCOUNT PORTFOLIO SER [21.07%]
FNMA [12.87%]
Irs Usd R 3ml/3.0 02/04/09 Ryl [3.66%]
FNMA 5.5% [2.5%]
FNMA [2.27%]
FNMA 6% [1.89%]
Irs Usd R 3ml/3.0 02/04/09 Brc [1.79%]
Dg Fdg Tr Pfd 144A [1.43%]
Irs Usd P 5.0/3ml 12/17/08 Boa [1.31%]
Click here for Stock Holding Change Map in PIMCO Low Duration II Instl Fund (PLDTX)

  

Related books and products to PIMCO Low Duration II Instl Fund (PLDTX)

  

Latest News on PIMCO Low Duration II Instl (PLDTX)

See what is happening with PIMCO Low Duration II Instl Fund (PLDTX)

 

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