PIMCO Income Fund Institutional Class (PIMIX)

$10.36
C Fund
Sector
Fund TypeMutual Fund
Fund CategoryBonds
Fund BenchmarkBond - U.S. High Yield
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
PIMCO Income Fund Institutional Class 6 0.10 -13.23% 0.37% 0.45%
Bond - U.S. High Yield 17 0.42 -16.09% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months -2.36% -0.84% -1.51%
Year-to-Date -13.23% -16.09% 2.86%
1 Year -13.95% 0.00% -13.95%

Risk, Fees & Styles

(as of 9/30/2020)
RISK PROFILE Help

Fund's Risk

6%

(moderate)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 6% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 0.45%

Typical fees paid for an investment of $10,000 over 10 years:

Total fees paid

$581

Real cost (fees + lost compounding)

$718

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
86%

Return in excess of styles
(over past year)
-2.06%