
Am switching over some treasury funds within my IRA. My bond portfolio, includes PTTDX, DLTNX, LSBRX, FNMIX, MWHYX. Having heard so many positive comments about PAUIX and Arnott as manager, have often looked at, but still hesitant to purchase. Apart from the high e.r. am still trying to ...
Was comparing TIBIX which is 85% equity and PASDX which is 85% bonds, yet both are listed under the category "world allocation". Not quite clear, significance of this listing, if such different portfolios included??? Can anyone clarify? Thanks. Bob
Hello, I'm a 28 year old who is looking for feedback on my Roth IRA holdings. FSTMX: 55% FTBFX: 15% PASDX : 14% UMBWX: 16% I consider myself a conservative investor, but realize that I have many years to go until retirement. Any input is very much appreciated. Thank you.
IRA till I must (701/2). Present portfolio- VWINX - 23% FGMNX - 18% DBLTX - 22% DBLFX - 12% TGCFX - 8% TGEIX - 11% PASDX - 6% all dividends are being re-invested- I have about $200,000 in cash that I'd like to put into some type of an equity
retired, with a 560K portfolio that is 14% cash, 38% OAKBX, 21% FPACX, 11% HABDX, 6% PTTDX, 5% BUFSX, 2% TAREX, 2% PASDX , and 1% HRVIX. Since we are both still working a bit, we will need to invest 12K in IRAs this year. I bought the HABDX
Would someone please explain the difference between PIMCO All Asset D ( PASDX ) and PIMCO All Asset All Authority D (PAUDX)? Thanks, Francis
Conventional portfolios of stocks and bonds will lag for years to come, says Rob Arnott. His two Pimco funds offer more focus on other assets.
I know how Morningstar classifies these two funds but what exactly is the difference between them? Would holding them both at the same time be a duplication? Do one of them use leverage more than the other? Would holding one of these two funds along with PONDX be a good combination? Thanks for
MyPlanIQ submits: PIMCO All Asset Fund ( PASDX ) (PAAIX) is a fund of funds that uses ..... 2003, he became the portfolio manager of PASDX and has been with the fund for 8.7 years ..... indexing through PIMCO StockPLUS funds. PASDX has done well since it was established
Here is the link Just received an email from DL.They would schedule a call from one of the PM's in the future,if many are interested. Only A and I class (DMLIX ER 1.20%) shares are offered at this time.I would like to see its first portfolio before buying this fund.Competitor for PASDX /PAUDX?