The fund invests at least 65% of its total assets in a multi-sector portfolio of Fixed Income Instruments of varying maturities, which may be represented by forwards or derivatives such as options, futures contracts or swap agreements. It may invest up to 50% of its total assets in high yield securities rated below investment grade by Moody's, S&P or Fitch, or if unrated, as determined by PIMCO.
PIMCO funds can be purchased directly through their website, typically with no transaction fee. Minimum investment: $1,000,000.
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PIMCO Income Fund Institutional
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PIMIX's actual expense ratio
Comparison fund (e.g., actively managed)
Note: This calculator uses simplified assumptions based on PIMIX's historical performance. It does not account for taxes, inflation, or varying returns. Past performance does not guarantee future results.
PIMCO Income Fund Institutional
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Pre-filled with PIMIX's historical average return
Important: This projection uses simplified assumptions based on PIMIX's historical performance. Actual investment returns vary year-to-year. Past performance does not guarantee future results. This tool is for educational purposes only.
PIMIX is the ticker symbol for PIMCO Income Fund Institutional, a Intermediate-Term Bond mutual fund managed by PIMCO. The fund invests at least 65% of its total assets in a multi-sector portfolio of Fixed Income Instruments of varying maturities, which may be represented by forwards or derivatives such as options, futures contracts or swap agreements. It may invest up to 50% of its total assets in high yield securities rated below investment grade by Moody's, S&P or Fitch, or if unrated, as determined by PIMCO.
PIMIX has an expense ratio of 0.01% per year. On a $10,000 investment, that amounts to roughly $1 annually in fund fees. This is considered a very low-cost fund.
PIMIX has posted a 1-year return of +7.70%, 3-year return of +7.78%, 5-year return of +3.66%, 10-year return of +62.39%. Past performance does not guarantee future results. Returns are annualized for periods greater than one year.
PIMIX requires a minimum initial investment of $1,000,000. Some brokerages or retirement accounts may waive or reduce this minimum.
Whether PIMIX is right for you depends on your investment goals, time horizon, and risk tolerance. Key factors to evaluate include its 0.01% expense ratio, Intermediate-Term Bond category exposure, historical returns, and how it fits within your broader portfolio. We recommend comparing it against similar funds in the same category and consulting a qualified financial advisor.
Important: Past performance does not guarantee future results. This information is provided for educational purposes only and should not be considered investment advice. Please consult with a financial advisor before making investment decisions.
