Investment Test Drive

PFIIX PIMCO Floating Income Instl

No cheaper alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Investing
$
  YOU ASKED ABOUT
No cheaper alternatives found
Fund PFIIX PIMCO Floating Income Instl
Good for you!
FeeX did not find any alternative funds with lower fees and better past returns. You can change the returns filter above to search for more options.
Similarity
?
100%
Annual Fees
?
$56.06
(0.55% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.93% annual return
$15,026.99
Est. savings over 30 yrs
Return
As of 10/31/16
1 YR RETURN 7.72%
3 YR 2.49%
5 YR 4.16%
10 YR 2.86%
Description
The investment seeks maximum current yield consistent with prudent investment management. The fund invests at least 80% of its assets in a diversified portfolio of investments that effectively enable the fund to achieve a floating rate of income, including, but not limited to, fixed-rate Fixed Income Instruments with respect to which the fund has entered into derivative instruments to effectively convert the fixed-rate interest payments into floating-rate interest payments, variable and floating-rate Fixed Income Instruments and Fixed Income Instruments with durations of less than or equal to one year.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.

Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

+

Your Feedback has been sent successfully!