Returns Chart

Key Stats

Net Expense Ratio Total Assets Under Management Weighted Average Dividend Yield Turnover Ratio (Generic)
0.71% 73.66M -- 646.0%
1 Year Fund Level Flows 1 Year Total Returns (Daily) Annualized Total Returns Since Inception (Daily) Max Drawdown (Since Inception)
-9.993M 3.60%

Basic Info

Investment Strategy
The Fund seeks total return which exceeds that of its benchmarks. It invests at least 80% of its assets in Fixed Income Instruments that are economically tied to at least three countries (one of which may be the US) which may be represented by forwards or derivatives such as options, futures contracts, or swap agreements.
General
Security Type Insurance Fund
Equity Style --
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond Global USD
Peer Group Global Income Funds
Global Macro Bond Global
US Macro World Income Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Global Income Funds
Fund Owner Firm Name PIMCO
Broad Asset Class Benchmark Index
^BBUSATR 100.0%

View Basic Info
Start Trial

Net Fund Flows Versus Peer Group

View Net Fund Flows. Upgrade now.
1M
3M
6M
YTD
1Y
3Y
5Y
10Y
 
80.00B
60.00B
40.00B
20.00B
0
-20.00B
1 Month
% Rank: 60
-297.40M Peer Group Low
528.89M Peer Group High
1 Year
% Rank: 54
-9.993M
-1.192B Peer Group Low
1.464B Peer Group High
3 Months
% Rank: 62
-470.92M Peer Group Low
556.22M Peer Group High
3 Years
% Rank: 48
-2.656B Peer Group Low
2.656B Peer Group High
6 Months
% Rank: 57
-856.36M Peer Group Low
1.143B Peer Group High
5 Years
% Rank: 37
-9.943B Peer Group Low
3.254B Peer Group High
YTD
% Rank: 63
-470.92M Peer Group Low
556.22M Peer Group High
10 Years
% Rank: 62
-50.21B Peer Group Low
4.341B Peer Group High
Date Unavailable

Performance Versus Peer Group

 
20%
15%
10%
5%
0
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
Peer Group Rtn. (NAV)
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
% Rank in Peer Group (NAV)
5.0
5.0
5.0
5.0
5.0
5.0
5.0
5.0
View Performance Versus Peer Group
Start Trial

Annual Total Returns Versus Peers

Loading chart...
Name
2019
2020
2021
2022
2023
2024
2025
YTD
8.72%
7.51%
-1.54%
-13.01%
5.53%
1.25%
7.30%
0.17%
4.06%
1.70%
-0.97%
-3.82%
4.21%
4.01%
5.02%
-0.14%
9.81%
6.35%
-6.01%
-14.66%
6.02%
1.62%
6.74%
-0.33%
7.65%
7.98%
-1.08%
-9.04%
6.82%
2.81%
4.43%
-0.04%
9.80%
7.11%
0.72%
-6.69%
6.19%
2.88%
7.73%
-1.11%
As of April 06, 2026.

Fundamentals

General
Distribution Yield --
Dividend Yield TTM (4-2-26) 4.09%
30-Day SEC Yield (2-28-26) 3.73%
7-Day SEC Yield --
Number of Holdings 423
Bond
Yield to Maturity (12-31-25) 4.49%
Effective Duration 6.86
Average Coupon 4.54%
Calculated Average Quality 1.997
Effective Maturity 15.62
Nominal Maturity 15.63
Number of Bond Holdings 315
As of December 31, 2025

Asset Allocation

As of December 31, 2025.
Type % Net
Cash -19.09%
Stock 0.38%
Bond 106.0%
Convertible 0.00%
Preferred 0.00%
Other 12.69%
View Asset Allocation
Start Trial

Top 10 Holdings

Name % Weight Price % Change
FEDERAL NATIONAL MORTGAGE ASSOCIATION FNMA-New 5.0 12/02/2045 FIX USD Agency 13.38% -- --
FNMA-New 02/01/2053 FIX USD Agency 12.23% -- --
FEDERAL NATIONAL MORTGAGE ASSOCIATION FNMA-New 6.0 07/25/2036 FIX USD Agency 6.30% -- --
Government National Mortgage Association 2 3.5% 01-FEB-2056
3.84% -- --
Government National Mortgage Association 2 6.5%
3.17% -- --
United Kingdom of Great Britain and Northern Ireland (Government) 4.375% 07-MAR-2030
3.16% -- --
United States of America USGB 4.5 11/15/2054 FIX USD Government 2.77% 93.77 -0.04%
FEDERAL NATIONAL MORTGAGE ASSOCIATION FNMA-New 5.5 02/15/2040 FIX USD Agency 2.72% -- --
France, Republic of (Government) 2.75% 25-FEB-2030
2.71% -- --
United States of America USGB 0.5 01/15/2028 FIX USD Government 2.49% 99.30 0.05%

Fees & Availability

Fees
Actual 12B-1 Fee 0.15%
Actual Management Fee 0.56%
Administration Fee 249.0K%
Maximum Front Load --
Maximum Deferred Load --
Maximum Redemption Fee --
General Availability
Available for Insurance Product Yes
Available for RRSP No
Purchase Details
Open to New Investors Yes
Minimum Initial Investment 0.00 None
Minimum Subsequent Investment 0.00 None

Basic Info

Investment Strategy
The Fund seeks total return which exceeds that of its benchmarks. It invests at least 80% of its assets in Fixed Income Instruments that are economically tied to at least three countries (one of which may be the US) which may be represented by forwards or derivatives such as options, futures contracts, or swap agreements.
General
Security Type Insurance Fund
Equity Style --
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond Global USD
Peer Group Global Income Funds
Global Macro Bond Global
US Macro World Income Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Global Income Funds
Fund Owner Firm Name PIMCO
Broad Asset Class Benchmark Index
^BBUSATR 100.0%

View Basic Info
Start Trial

Fundamentals

General
Distribution Yield --
Dividend Yield TTM (4-2-26) 4.09%
30-Day SEC Yield (2-28-26) 3.73%
7-Day SEC Yield --
Number of Holdings 423
Bond
Yield to Maturity (12-31-25) 4.49%
Effective Duration 6.86
Average Coupon 4.54%
Calculated Average Quality 1.997
Effective Maturity 15.62
Nominal Maturity 15.63
Number of Bond Holdings 315
As of December 31, 2025

Fund Details

Key Dates
Launch Date 5/2/2011
Attributes
Inverse Fund No
Leveraged Fund --
Currency Hedged Fund Yes
Socially Responsible Fund No

Top Portfolio Holders

Name % Weight
Portfolio A 5.00%
Portfolio B 3.50%
Portfolio C 2.25%
View Top Portfolio Holders
Start Trial