- What are the top holdings of PFINX?
- A machine-readable holdings disclosure for PIMCO Preferred and Capital Securities Fund Class Institutional (PFINX) is not available from our data sources — fund families sometimes register portfolio filings under a sibling share class or outside the SEC's structured datasets. Rather than estimate, we leave the section blank; the issuer's website carries the authoritative portfolio list.
- What sectors does PFINX invest in?
- PIMCO Preferred and Capital Securities Fund Class Institutional (PFINX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is PFINX most exposed to?
- PFINX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is PFINX a US-only fund?
- The country allocation card on this page shows PFINX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does PFINX invest in?
- The fund endeavors to deliver the highest possible overall return, while consistently applying judicious investment practices. A substantial portion, specifically a minimum of 80% of its holdings, is committed to a varied assortment of preferred securities and Capital Securities. These "Capital Securities" are instruments issued by both domestic and international financial entities, designed to fulfill their mandated regulatory capital obligations. Typically, the fund maintains at least one-quarter of its net assets invested in preferred securities. An allocation of up to 20% of its total assets can be directed towards common equity, and the portfolio also has the discretion to include contingent convertible securities.
