PIA MBS Bond FundPMTGX

MUTUAL FUNDPacific Income
Type
Mutual fund
Peer group
Taxable bond
Net assets
$109.7M
Expense ratio
0.28%
1-year return
+7.2%
3 years, a year
+5.1%
5 years, a year
+0.7%
Holdings
88

What it aims to do.

The MBS Bond Funds investment objective is to seek to provide a total rate of return that exceeds the Bloomberg U.S. MBS Fixed Rate Index (the MBS Index).

Top 10 holdings.

Holding% of fund
Treasury Bill4.06%
Treasury Bill2.72%
Treasury Bill2.26%
Freddie Mac1.85%
Fannie Mae1.83%
Treasury Bill1.82%
Freddie Mac1.75%
Freddie Mac1.74%
Freddie Mac1.73%
Fannie Mae1.71%

More on PMTGX.

Returns after fees, from the fund's SEC filings up to Feb 2026. Past returns are not a promise. Not financial advice.