PIMCO REALPATH Blend 2040 FundPVPAX

MUTUAL FUNDPIMCO
Type
Mutual fund
Peer group
Target-date
Net assets
$576.4M
Expense ratio
0.84%
1-year return
+16.0%
3 years, a year
+12.7%
5 years, a year
+7.0%
Holdings
20

What it aims to do.

The Fund seeks to maximize total return, consistent with prudent investment management.

Top 10 holdings.

Holding% of fund
Vanguard Institutional Index Fund41.33%
Vanguard Developed Markets Index Fund17.90%
Vanguard Emerging Markets Stock Index Fund8.87%
Pimco Funds6.78%
Pimco Funds3.89%
Pimco Funds3.66%
Vanguard Small-Cap Index Fund3.64%
JOBY Pimco Funds3.40%
Pimco Funds3.13%
Pimco Funds2.94%

More on PVPAX.

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