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.
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PIMCO Income Fund Class A
Pre-filled with PONAX's historical average return
PONAX's actual expense ratio
Comparison fund (e.g., actively managed)
Note: This calculator uses simplified assumptions based on PONAX's historical performance. It does not account for taxes, inflation, or varying returns. Past performance does not guarantee future results.
PIMCO Income Fund Class A
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Pre-filled with PONAX's historical average return
Important: This projection uses simplified assumptions based on PONAX's historical performance. Actual investment returns vary year-to-year. Past performance does not guarantee future results. This tool is for educational purposes only.
Top holdings shown as percentage of fund assets. Data sourced from fund filings. Holdings may change over time.
PONAX is the ticker symbol for PIMCO Income Fund Class A, a High Yield 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.
PONAX 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.
PONAX has posted a 1-year return of +7.30%, 3-year return of +7.36%, 5-year return of +3.25%, 10-year return of +55.75%. Past performance does not guarantee future results. Returns are annualized for periods greater than one year.
PONAX requires a minimum initial investment of $1,000. Some brokerages or retirement accounts may waive or reduce this minimum.
Whether PONAX is right for you depends on your investment goals, time horizon, and risk tolerance. Key factors to evaluate include its 0.01% expense ratio, High Yield 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.
