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Mutual Fund Insights: PMC Core Fixed Income Fund (PMFIX)
In-depth Analysis of PMC Core Fixed Income (PMFIX)
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Last Trade: $17.12 on 11/19/2009, Change: 0.00 (0%)
Fund Manager - Wesley A Sparks
Fund Manager Tenure: 1.1 yearsFundmojo Fund Grade: N/A (Score: *manager is new*) (What does this score mean?)Wesley A Sparks has been with Schroder as the Head of U.S. Credit Strategies for eight years and is now the Head of U.S. Fixed Income for the firm. Wesley A Sparks holds the Chartered Financial Analyst designation.
Category Average: 17.86% , 4.54% , 3.85% | Category Average: 0.96% | Category Average: 226.00% |
What we like about PMC Core Fixed Income Fund (PMFIX)
Data for PMC Core Fixed Income Fund (PMFIX) as of October 31, 2009
- PMC Core Fixed Income Fund (PMFIX) has good short-term performance (1-year return 21.27% vs 17.86% Intermediate-Term Bond category average)
- PMC Core Fixed Income Fund (PMFIX) ratio of up-years vs down years is greater than 2
What we are cautious about PMC Core Fixed Income Fund (PMFIX)
Data for PMC Core Fixed Income Fund (PMFIX) as of October 31, 2009
- PMC Core Fixed Income Fund (PMFIX) management has been with PMC Core Fixed Income Fund for only 1.1 years, it is hard to judge manager's ability based on this fund's operation record
- PMC Core Fixed Income Fund is a focused fund with 33.74% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
- PMC Core Fixed Income Fund (PMFIX) has a higher management fee of 1.02% than its Intermediate-Term Bond average of 0.96%
- Even though PMC Core Fixed Income Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
Interested in other top mutual funds in similar Intermediate-Term Bond category?
Below are some additional Intermediate-Term Bond mutual funds generated out of our database
- Baird Core Plus Bond Inst (BCOIX) [ Compare BCOIX with PMFIX ]
- Delaware Diversified Income A (DPDFX) [ Compare DPDFX with PMFIX ]
- Harbor Bond Instl (HABDX) [ Compare HABDX with PMFIX ]
- Browse other funds in Intermediate-Term Bond Category
PMC Core Fixed Income Fund (PMFIX) Net Asset
Track net asset change of PMC Core Fixed Income fund (PMFIX)
| Date | Net Asset |
| 10/2009 | $62.27M |
| 09/2009 | $64.01M |
| 08/2009 | $50.07M |
PMC Core Fixed Income Fund (PMFIX) Portfolio Allocation
Track portfolio allocation change of PMC Core Fixed Income fund (PMFIX)
| Date | Cash | Stock | Bond | Other |
| 09/2009 | 10.95% | 0% | 88.82% | 0.23% |
| 06/2009 | 14.23% | 0% | 84.79% | 0.98% |
| 03/2009 | 19.68% | 0% | 79.51% | 0.81% |
Most Recent Top 10 Holdings in PMC Core Fixed Income Fund (PMFIX)
Discover what PMC Core Fixed Income Fund (PMFIX) manager is buying
FNMA 5% [4.24%] FNMA [4.07%] US Treasury Note 2.375% [3.86%] AIM STIT Treasury Instl [3.82%] FNMA [3.19%] FNMA [2.96%] First American Government Oblig Y [2.45%] FNMA 5.5% [2.39%] FNMA 5.5% [2.38%] | FNMA [4.42%] FNMA 5.5% [3.48%] FNMA 5.5% [3.45%] FNMA 5% [3.36%] US Treasury Note 2.375% [2.82%] GNMA 5.5% [2.63%] Cdx Na Hy 10 Tr 144A 8.875% [2.42%] FNMA [2.28%] US Treasury Note 3.125% [2.01%] | FNMA 6% [4%] Cash Offset For Short Futures [3.94%] FNMA [3.87%] FNMA 5% [3.8%] US Treasury Note 2.375% [3.27%] FNMA 5.5% [3.09%] FNMA 5% [3.08%] FNMA 5.5% [3.06%] FNMA 5% [3.03%] |
Related books and products to PMC Core Fixed Income Fund (PMFIX)
Latest News on PMC Core Fixed Income (PMFIX)
See what is happening with PMC Core Fixed Income Fund (PMFIX)
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- Fund Mojo Score is 0.75 (A+) and above
- Fund Manager has been with the fund for more than 5 years
- Key performances (1-year, 3-year and 5-year performance) beat its category peers
- 5-year return is positive
- Initial investment requirement is less or equal to $10,000
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| Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data. |
