PFDPX : RiskPro® Dynamic 15-25 Fund Class R

PFDPX is a Allocation Market Total World with HIGH fees.

PFDPX

RiskPro® Dynamic 15-25 Fund Class R

FI Score

11 /100

Expense Ratio Rating

1 /10

Expense Rating

0 /10

Market Score

1 /10

Category Score

5 /10

Market Size

1 /10

11% FI Score
  • pfdpx
  • Mutual Fund
  • Allocation
  • Total World

RiskPro® Dynamic 15-25 Fund Class R

Expenses: 2.03% (Better than 0% of similar funds)

This is a bad choice for a Total World Allocation fund. See why »

Fund Summary

The investment seeks capital appreciation with a secondary objective of income. The fund invests more than 80% of its assets in shares of mutual funds and exchange-traded funds managed by Pacific Investment Management Company LLC. The Adviser invests in underlying funds that invest primarily in equity securities without regard to market capitalization, style, sector, or country exposure; and fixed-income securities issued by domestic and foreign corporations and government entities of any maturity or credit quality including high yield bonds.

Largest Holdings

Amount Holding
16.62% PIMCO Total Return Instl
14.64% PIMCO RAE US Instl
12.94% PIMCO RAFI Dyn Multi-Factor US Eq ETF
12.42% PIMCO RAE International Instl
9.53% PIMCO RAFI Dyn Mlt-Fctr Emrg Mkts Eq ETF
8.26% PIMCO Low Duration Income Instl
4.45% PIMCO Real Return Instl
4.27% PIMCO Diversified Inc Instl
4.02% PIMCO Mortgage Opportunities and BdInstl
3.99% PIMCO RAFI Dyn Multi-Factor Intl Eq ETF
2.83% PIMCO StocksPLUS® Intl (USD-Hedged) Inst
2.22% PIMCO Dynamic Bond Instl
2.08% PIMCO Investment Grade Credit Bond Instl
1.72% PIMCO Real Estate Real Return Strategy I

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo