PFG PIMCO Active Core Bond Strategy R
PFDOX
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USD
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Capital Structure
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in mil. unless spec.Working Capital
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in mil. unless spec.Quarterly Revenue
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management - Bonds
- Address
- OMAHA NE 68130 Omaha NE United States of America 68130
- IPO Date
- Dec 11, 2017
- CIK
- 0001314414
- Website
- principal.com
- Similar Companies
- Business
- PFG PIMCO Active Core Bond Strategy Fund (PFDOX) is a mutual fund that seeks current income through a diversified fixed income allocation across domestic and foreign fixed income securities of varying maturities and credit qualities; it achieves its objective by investing more than 80% of its assets, plus any borrowings, in shares of underlying mutual funds and exchange-traded funds managed by PIMCO. Core holdings include PIMCO Total Return Fund Institutional Class (approximately 39.9% of net assets), PIMCO Income Fund Institutional Class (26.8%), PIMCO Mortgage Opportunities and Bond Fund Institutional Class (14.9%), PIMCO International Bond Fund U.S. Dollar-Hedged Institutional Class (7.9%), PIMCO Emerging Markets Bond Fund Institutional Class (5.0%), and PIMCO Investment Grade Credit Bond Fund Institutional Class (4.9%), with the remainder in money market funds and other assets. The fund targets institutional and retirement investors seeking intermediate core-plus bond exposure with limited volatility, maintaining a portfolio turnover of around 23% and net assets of approximately $148 million as of April 30, 2025. It operates within the broader asset management industry, leveraging PIMCO's expertise in active fixed income management. Launched on December 11, 2017, the fund is part of the PFG Funds series managed by The Pacific Financial Group, Inc. (TPFG), based in Bellevue, Washington, with primary operations in the United States. TPFG serves as the investment adviser, utilizing research and sub-advisory services from PIMCO, a leading global investment firm headquartered in Newport Beach, California, that manages over $2 trillion in assets with a focus on fixed income strategies across public and private markets worldwide. Recent changes include the appointment of Greg Silberman as portfolio manager effective March 17, 2025, enhancing the management team; and the re-designation of Class R shares to Class I shares effective March 31, 2025, streamlining share classes and aligning with institutional preferences. The fund reported a 1-year return of 6.74% for the fiscal year ended April 30, 2025, underperforming its Bloomberg U.S. Aggregate Bond Index benchmark at 8.02%, amid moderating inflation and steady Federal Reserve policy. No major acquisitions, funding rounds, or strategic alliances specific to the fund were reported in the last 1-2 years, though TPFG maintains ongoing partnerships with PIMCO and other strategists for underlying fund management.