PIMCO FLOATING Financials
| PFTPX Fund | USD 8.21 -0.01 -0.12% |
Key indicators impacting PIMCO FLOATING's financial strength
Treynor Ratio -0.06 | Sharpe Ratio 0.0377 | Information Ratio 0.27187536 | Sortino Ratio 0.1838595 |
PIMCO |
Past investment performance of PIMCO FLOATING is no guarantee of future results. The value of fund units can go down as well as up.
PIMCO FLOATING Fund Summary
PIMCO FLOATING competes with GOLDMAN SACHS, William Blair, PACE SMALL/MEDIUM, FOUNDRY PARTNERS, and Victory RS. The fund seeks to achieve its investment objective by investing under normal circumstances at least 65 percent of its total assets in a multi-sector portfolio of Fixed Income Securities of varying maturities, which may be represented by forwards or derivatives such as options, futures contracts or swap agreements. It may invest up to 30 percent of its total assets in high yield securities rated below investment grade Moodys, SP or Fitch, or if unrated, as determined by PIMCO.Specialization | Short-Term Bond, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US72201M7920 |
| Business Address | PIMCO Investments LLC |
| Mutual Fund Family | PIMCO |
| Mutual Fund Category | Short-Term Bond |
| Benchmark | Dow Jones Industrial |
| Phone | 888 877 4626 |
| Currency | USD - US Dollar |
Key Financial Ratios
Financial Ratios Relationships
Cross-company financial ratios help determine PIMCO FLOATING's valuation standing. Cross-referencing PIMCO FLOATING's key ratios against peer benchmarks through ratio comparison sharpens the view on relative valuation and competitive positioning. More Info.PIMCO Floating Income ranks first in annual yield among similar funds. It also ranks first in year to date return among similar funds creating about 8.19 of Year To Date Return per Annual Yield. Multiples-driven valuation aligns PIMCO FLOATING with peer performance.Financial Metrics, Fundamentals & Methodology
PIMCO FLOATING can be interpreted through category peers and mandate consistency. Disclosure timing may create informational lag in exposure analytics.
PIMCO Floating Income ranks first in net asset among similar funds. Total Asset Under Management (AUM) of Short-Term Bond category is currently estimated at about 10.97 Billion. PIMCO FLOATING totals roughly 3.42 Billion in net asset claiming about 31% of funds listed under Short-Term Bond category.
Reported values for PIMCO Floating Income are derived from fund disclosures and market reference feeds and then standardized by Macroaxis analytics. Refresh times depend on source availability. Statement-level metrics reflect company-reported GAAP or IFRS formats for the relevant filing period.