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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
4.65% -1.99% -- 57900.07
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
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Basic Info

Investment Strategy
The Fund's investment objectives are to: a) provide holders of Units ("Unitholders") with monthly cash distributions; b) maximize total return to Unitholders through distributions and capital appreciation; and c) preserve capital.
General
Security Type Closed-End Fund
Equity Style --
Broad Asset Class Taxable Bond
Broad Category --
Global Peer Group Bond Global CAD
Peer Group Global Fixed Income
Global Macro Bond Global
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name PIMCO
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

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Performance Versus Peer Group

 
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15%
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Peer Group Rtn. (NAV)
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2019
2020
2021
2022
2023
2024
2025
YTD
27.05%
-4.19%
8.90%
-17.61%
8.96%
9.17%
11.14%
-0.05%
21.93%
5.56%
28.04%
-6.24%
12.05%
21.04%
29.06%
4.91%
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-0.73%
-3.21%
4.00%
5.24%
3.59%
0.93%
1.15%
-0.15%
-0.30%
1.19%
3.97%
4.12%
40.87%
0.07%
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1.22%
0.36%
-0.53%
5.63%
5.20%
3.11%
0.39%
As of February 20, 2026.

Asset Allocation

As of June 30, 2025.
Type % Net
Cash 0.19%
Stock 15.16%
Bond 123.9%
Convertible 0.00%
Preferred 0.50%
Other -39.79%
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Basic Info

Investment Strategy
The Fund's investment objectives are to: a) provide holders of Units ("Unitholders") with monthly cash distributions; b) maximize total return to Unitholders through distributions and capital appreciation; and c) preserve capital.
General
Security Type Closed-End Fund
Equity Style --
Broad Asset Class Taxable Bond
Broad Category --
Global Peer Group Bond Global CAD
Peer Group Global Fixed Income
Global Macro Bond Global
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name PIMCO
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

View Basic Info
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