PIMCO Preferred and Capital Securities Fund Class A (PFANX) Research

The PIMCO Preferred and Capital Securities Fund primarily deploys its capital, dedicating no less than 80% of its assets to a diverse array of preferred securities and regulatory capital instruments, referred to as Capital Securities. These Capital Securities are defined as financial instruments offered by both U.S. and international financial institutions to satisfy their mandated solvency requirements. Typically, at least a quarter of the fund's net holdings will specifically be invested in preferred securities. The fund also maintains the flexibility to allocate up to 20% of its total assets to ordinary shares and may additionally incorporate contingent convertible securities into its portfolio.

Market snapshot

Symbol
PFANX
Price
$9.62
Day change
+0.10%
Market cap
$694.2M
52-week range
9.27-9.87
Sector
Financial Services
Industry
Asset Management

Peer companies

  • CLARKSTON FOUNDERS FUND, Institutional Class (CIMDX)
  • Columbia Small Cap Value Fund II Class A (COVAX)
  • Franklin International Growth Fund Class R6 (FILRX)
  • Franklin International Growth Fund Class A (FNGAX)
  • Hotchkis & Wiley Value Opportunities Fund Class A (HWAAX)
  • MSIF International Opportunity Fund Class A (MIOPX)
  • PIMCO Preferred and Capital Securities Fund Class Institutional (PFINX)
  • Third Avenue Value Fund Investor Class (TVFVX)

Open PIMCO Preferred and Capital Securities Fund Class A (PFANX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.