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PIMCO Fundamental IndexPLUS AR Inst (PXTIX) Fund Ranking and Research

Ranking, Research and Recommendation of PIMCO Fundamental IndexPLUS AR Inst (PXTIX) Fund

    Last Trade: $6.96 on 12/19/2014, Change: +0.04 (0.58%)

 

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

Fund Manager Information

Fund Manager Tenure: 0.2 years
Similar Funds: PXTAX 
Fund Family: PIMCO
Fund Category: Large Blend
Fund Performance: Nov 29, 2014
Fundmojo Fund Grade: N/A (Score: *Manager is New*)     (What does this score mean?)

 

Graph of PIMCO Fundamental IndexPLUS AR Inst Fund (PXTIX) ProfilePIMCO Fundamental IndexPLUS AR Inst Fund (PXTIX) Profile

Fund Profile and Description

PIMCO Fundamental IndexPLUS AR Inst Fund seeks total return which exceeds that of the FTSE RAFI 1000 Index. PIMCO Fundamental IndexPLUS AR Inst 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 Inst 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 Inst (PXTIX) Fund Strength What we like about PIMCO Fundamental IndexPLUS AR Inst (PXTIX) Fund

Data for PIMCO Fundamental IndexPLUS AR Inst Fund (PXTIX) as of Nov 29, 2014

  • PIMCO Fundamental IndexPLUS AR Inst Fund (PXTIX) has good mid-term performance (3-year return 25.77% vs 19.71% Large Blend category median performance)
  • PIMCO Fundamental IndexPLUS AR Inst Fund (PXTIX) has good Long-term performance (5-year return 21.97% vs 14.56% Large Blend category median performance)
  • PIMCO Fundamental IndexPLUS AR Inst Fund (PXTIX) ratio of up-years vs down years is greater than 2
  • PIMCO Fundamental IndexPLUS AR Inst Fund (PXTIX) has a Morningstar rating of 4 and above
  • Asset base in PIMCO Fundamental IndexPLUS AR Inst Fund (PXTIX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • PIMCO Fundamental IndexPLUS AR Inst Fund (PXTIX) has a lower expense ratio than its Large Blend average: 0.79% vs 1.09%
  • PIMCO Fundamental IndexPLUS AR Inst Fund (PXTIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

PIMCO Fundamental IndexPLUS AR Inst Fund (PXTIX) Weakness What we are cautious about PIMCO Fundamental IndexPLUS AR Inst (PXTIX) Fund

Data for PIMCO Fundamental IndexPLUS AR Inst Fund (PXTIX) as of Nov 29, 2014

  • PIMCO Fundamental IndexPLUS AR Inst Fund (PXTIX) management has been with PIMCO Fundamental IndexPLUS AR Inst 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 Inst Fund (PXTIX) has a less-than-ideal short-term performance (1-year return 14.72% vs 14.96% Large Blend category median performance)
  • PIMCO Fundamental IndexPLUS AR Inst Fund (PXTIX) 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 Inst is more nimble, but also signal potential high tax impact and high trading fees
  • PIMCO Fundamental IndexPLUS AR Inst Fund (PXTIX) is more volatile than its peers as it has a 3-year Standard Deviation of 9.99 that is higher than category average of 9.74
See PIMCO Fundamental IndexPLUS AR Inst Fund (PXTIX) performance details as of Nov 29, 2014

 

What do you think?

 

Compare PIMCO Fundamental IndexPLUS AR Inst Fund (PXTIX)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 Inst12.6514.7225.7721.97
Fidelity Spartan Total Market Index F (FFSMX)12.5015.4420.7516.34Compare
Janus Contrarian D (JACNX)14.8317.1825.0714.48Compare
Alger Growth & Income Fund Class A (ALBAX)12.9715.9018.5913.62Compare

See top fund managers for Large Blend Category Funds

 

Compare PIMCO Fundamental IndexPLUS AR Inst Fund (PXTIX)Compare with Large Blend category ETFs

Some Large Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
PowerShares S&P 500 BuyWrite (PBP)3.37%5.51%7.97%
ProShares Credit Suisse 130/30 (CSM)16.47%19.72%22.68%
iShares Morningstar Large Core Index (JKD)16.92%18.35%23.18%
Rydex S&P Equal Weight (RSP)13.74%17.02%21.85%
iShares MSCI USA ESG Select Index (KLD)14.27%16.98%17.98%

 

Graph of PIMCO Fundamental IndexPLUS AR Inst Fund (PXTIX) Net Asset TrackingPIMCO Fundamental IndexPLUS AR Inst (PXTIX) Fund Net Asset

Track net asset change of PIMCO Fundamental IndexPLUS AR Inst fund (PXTIX)

DateNet Asset
11/2014$4.22B
10/2014$4.02B
09/2014$3.83B
More historic net asset information on PIMCO Fundamental IndexPLUS AR Inst Fund (PXTIX)

  

Graph of PIMCO Fundamental IndexPLUS AR Inst Fund (PXTIX) Portfolio TrackingPIMCO Fundamental IndexPLUS AR Inst (PXTIX) Fund Portfolio Allocation

Track portfolio allocation change of PIMCO Fundamental IndexPLUS AR Inst fund (PXTIX)

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 Inst Fund (PXTIX)

 

graph of PIMCO Fundamental IndexPLUS AR Inst Fund (PXTIX) Top 10 Position TrackingTop 10 Holdings in PIMCO Fundamental IndexPLUS AR Inst (PXTIX) Fund

Discover what PIMCO Fundamental IndexPLUS AR Inst Fund (PXTIX) 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 Inst Fund (PXTIX)

  

Latest News on PIMCO Fundamental IndexPLUS AR Inst (PXTIX) Fund

See what is happening with PIMCO Fundamental IndexPLUS AR Inst Fund (PXTIX)

 

PIMCO Fundamental IndexPLUS AR Inst Fund (PXTIX) Related ResourcesSee more information on PIMCO Fundamental IndexPLUS AR Inst (PXTIX) Fund

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