Fundamental Indexplus Tr Fund Quote
| PIXAX Fund | USD 17.77 0.01 0.06% |
PerformanceSolid
| Odds Of DistressLow
|
Fundamental Indexplus is trading at 17.77 as of the 19th of July 2025; that is 0.06% up since the beginning of the trading day. The fund's open price was 17.76. Fundamental Indexplus has less than a 14 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 20th of April 2025 and ending today, the 19th of July 2025. Click here to learn more.
The fund seeks to exceed the total return of the Russell 1000 Value Index under normal circumstances by obtaining exposure to a portfolio of stocks of U.S. companies, and complementing this equity exposure with absolute return bond alpha strategy. It may invest up to 25 percent of its total assets in securities and instruments that are economically tied to emerging market countries. More on Fundamental Indexplus Tr
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Fundamental Mutual Fund Highlights
| Fund Concentration | PIMCO Funds, Large Value Funds, Large Value, PIMCO (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 1st of August 2022 |
| Fiscal Year End | March |
Fundamental Indexplus Tr [PIXAX] is traded in USA and was established 19th of July 2025. Fundamental Indexplus is listed under PIMCO category by Fama And French industry classification. The fund is listed under Large Value category and is part of PIMCO family. This fund at this time has accumulated 1.01 B in assets with no minimum investment requirementsFundamental Indexplus is currently producing year-to-date (YTD) return of 8.16% with the current yeild of 0.09%, while the total return for the last 3 years was 15.49%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Fundamental Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Fundamental Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Fundamental Indexplus Tr Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Fundamental Indexplus Risk Profiles
| Mean Deviation | 0.7422 | |||
| Semi Deviation | 0.6457 | |||
| Standard Deviation | 1.0 | |||
| Variance | 1.01 |
Fundamental Indexplus Against Markets
Other Information on Investing in Fundamental Mutual Fund
Fundamental Indexplus financial ratios help investors to determine whether Fundamental Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Fundamental with respect to the benefits of owning Fundamental Indexplus security.
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
| Options Analysis Analyze and evaluate options and option chains as a potential hedge for your portfolios | |
| Theme Ratings Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities |