Returns Chart

Key Stats

Net Expense Ratio Total Assets Under Management Weighted Average Dividend Yield Turnover Ratio (Generic)
0.79% 178.79M -- 525.0%
1 Year Fund Level Flows 1 Year Total Returns (Daily) Annualized Total Returns Since Inception (Daily) Max Drawdown (Since Inception)
-39.56M 27.01% Upgrade Upgrade

Basic Info

Investment Strategy
The Fund seeks total return which exceeds that of its benchmark index (MSCI Europe, Australasia, and Far East (EAFE) Net Dividend Index) via investing in non-U.S. equity derivatives, backed by a portfolio of fixed income instruments. The Fund may invest in common stocks, options, futures, options on futures and swaps.
General
Security Type Mutual Fund
Broad Asset Class International Equity
Broad Category Equity
Global Peer Group Equity Global ex US
Peer Group International Multi-Cap Core
Global Macro Equity Global
US Macro Developed International Markets Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective International Funds
Fund Owner Firm Name PIMCO
Broad Asset Class Benchmark Index
^MSACXUSNTR 100.0%

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Net Fund Flows Versus Peer Group

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1M
3M
6M
YTD
1Y
3Y
5Y
10Y
 
80.00B
60.00B
40.00B
20.00B
0
-20.00B
1 Month
% Rank: 41
-169.35M Peer Group Low
2.461B Peer Group High
1 Year
% Rank: 58
-39.56M
-2.735B Peer Group Low
13.98B Peer Group High
3 Months
% Rank: 58
-472.38M Peer Group Low
5.791B Peer Group High
3 Years
% Rank: 50
-8.002B Peer Group Low
31.48B Peer Group High
6 Months
% Rank: 58
-1.816B Peer Group Low
10.04B Peer Group High
5 Years
% Rank: 63
-26.79B Peer Group Low
56.97B Peer Group High
YTD
% Rank: 52
-2.355B Peer Group Low
11.87B Peer Group High
10 Years
% Rank: 86
-46.63B Peer Group Low
112.47B 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
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
-15.09%
23.23%
8.80%
10.50%
-18.49%
18.60%
4.49%
31.59%
-14.20%
21.51%
10.65%
7.82%
-16.00%
15.62%
5.53%
30.73%
-10.11%
26.12%
4.28%
18.33%
-9.05%
20.72%
14.71%
23.45%
-13.56%
21.40%
7.76%
11.07%
-14.41%
17.86%
3.56%
29.35%
-17.88%
18.53%
7.13%
14.11%
-15.35%
16.74%
3.67%
22.55%
-16.25%
18.28%
0.59%
10.27%
-11.15%
19.81%
3.80%
37.57%
As of December 13, 2025.

Fundamentals

General
Distribution Yield --
Dividend Yield TTM (12-11-25) 4.65%
30-Day SEC Yield (10-31-25) 4.94%
7-Day SEC Yield --
Number of Holdings 456
Bond
Yield to Maturity (6-30-25) --
Effective Duration --
Average Coupon --
Calculated Average Quality --
Effective Maturity --
Nominal Maturity --
Number of Bond Holdings 348
As of June 30, 2025

Asset Allocation

As of June 30, 2025.
Type % Net
Cash 19.21%
Stock 0.00%
Bond 74.59%
Convertible 0.00%
Preferred 0.00%
Other 6.20%
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Top 10 Holdings

Name % Weight Price % Change
Federal National Mortgage Association 6%
21.70% -- --
Federal National Mortgage Association 6.5% 01-OCT-2055
13.09% -- --
Federal National Mortgage Association 5% 01-NOV-2055
7.52% -- --
NDDUEAFE Index TRS
7.34% -- --
PIMCO Short-Term Floating NAV Portfolio III
6.13% -- --
Federal National Mortgage Association 6.5% 01-NOV-2055
6.09% -- --
PIMCO Short Asset Portfolio
6.08% -- --
Federal Home Loan Mortgage Corp 01-NOV-2054 SD8475
4.69% -- --
Government National Mortgage Association 2 4% 01-NOV-2055
3.21% -- --
Government National Mortgage Association 2 5% 01-NOV-2055
2.72% -- --

Fees & Availability

Fees
Actual 12B-1 Fee --
Actual Management Fee 0.64%
Administration Fee 250.9K%
Maximum Front Load --
Maximum Deferred Load --
Maximum Redemption Fee 0.00%
General Availability
Available for Insurance Product No
Available for RRSP No
Purchase Details
Open to New Investors Yes
Minimum Initial Investment 1.00M None
Minimum Subsequent Investment 0.00 None

Basic Info

Investment Strategy
The Fund seeks total return which exceeds that of its benchmark index (MSCI Europe, Australasia, and Far East (EAFE) Net Dividend Index) via investing in non-U.S. equity derivatives, backed by a portfolio of fixed income instruments. The Fund may invest in common stocks, options, futures, options on futures and swaps.
General
Security Type Mutual Fund
Broad Asset Class International Equity
Broad Category Equity
Global Peer Group Equity Global ex US
Peer Group International Multi-Cap Core
Global Macro Equity Global
US Macro Developed International Markets Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective International Funds
Fund Owner Firm Name PIMCO
Broad Asset Class Benchmark Index
^MSACXUSNTR 100.0%

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Fundamentals

General
Distribution Yield --
Dividend Yield TTM (12-11-25) 4.65%
30-Day SEC Yield (10-31-25) 4.94%
7-Day SEC Yield --
Number of Holdings 456
Bond
Yield to Maturity (6-30-25) --
Effective Duration --
Average Coupon --
Calculated Average Quality --
Effective Maturity --
Nominal Maturity --
Number of Bond Holdings 348
As of June 30, 2025

Fund Details

Key Dates
Inception Date 11/30/2006
Last Annual Report Date 3/31/2025
Last Prospectus Date 8/1/2025
Share Classes
PPLPX I2
PPUAX A
PPUCX C
PSKNX Other
Attributes
Index Fund --
Inverse Fund No
Leveraged Fund Yes
Fund of Funds No
Currency Hedged Fund --
Synthetic Replication Fund No

Top Portfolio Holders

Name % Weight
Portfolio A 5.00%
Portfolio B 3.50%
Portfolio C 2.25%
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Excel Add-In Codes

Name: =YCI("M:PSKIX", "name")
Broad Asset Class: =YCI("M:PSKIX", "broad_asset_class")
Broad Category: =YCI("M:PSKIX", "broad_category_group")
Prospectus Objective: =YCI("M:PSKIX", "prospectus_objective")
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.
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