ABDAX vs PIRMX

Both ABDAX and PIRMX are mutual funds. ABDAX has a lower 5-year return than PIRMX (4.97% vs 7%). ABDAX has a lower expense ratio than PIRMX (0.55% vs 0.62%). Below is the comparison between ABDAX and PIRMX.

ABDAX PIRMX
Security Type Mutual fund Mutual fund
Segment U.S. Balanced: — U.S. Balanced: —
Family Columbia Threadneedle PIMCO
Net Assets $202.20M $1.73B
Expense Ratio 0.55% 0.62%
Management Style active active
Dividend Yield 2.13% 7.60%
Minimum Investment $2,000.00 $25,000.00
YTD Return 3.01% 12.61%
1-Year Return -0.42% 3.02%
3-Year Return 6.66% 9.95%
5-Year Return 4.97% 7.00%
10-Year Return 4.78% 4.01%

ABDAX description

The Fund seeks the highest level of total return that is consistent with a conservative level of risk. The Fund invests primarily in fixed income funds.

ABDAX performance & returns

YTD Return 3.01%
1-Month Return -0.70%
3-Month Return -0.42%
1-Year Return -0.42%
3-Year Return 6.66%
5-Year Return 4.97%
10-Year Return 4.78%
ABDAX expense ratio is 0.55%.

ABDAX holdings

Top 10 Holdings (87.12% of Total Assets)

Name Symbol % Assets
Columbia Short-Term Cash N/A 14.39%
Columbia Quality Income Inst3 CUGYX 14.39%
Columbia US Treasury Index Inst3 CUTYX 14.00%
10 Year Treasury Note Future Dec 20 ZNZ0 11.00%
Columbia Corporate Income Inst3 CRIYX 7.24%
Columbia Short Term Bond Inst3 CSBYX 7.04%
Columbia Total Return Bond Inst3 CTBYX 6.13%
Columbia Limited Duration Credit Inst3 CLDYX 4.81%
Columbia Multi-Asset Income Inst3 CMUYX 4.14%
Columbia Disciplined Core Inst3 CCQYX 3.98%

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PIRMX description

The Fund seeks total return which exceeds that of its benchmark. The Fund seeks to achieve its investment objective by investing under normal circumstances in a combination of Fixed Income Instruments of varying maturities. The Fund may also invest up to 25% of its total assets in equity-related investments.

PIRMX performance & returns

YTD Return 12.61%
1-Month Return 2.42%
3-Month Return 3.02%
1-Year Return 3.02%
3-Year Return 9.95%
5-Year Return 7.00%
10-Year Return 4.01%
PIRMX expense ratio is 0.62%.

PIRMX holdings

Top 10 Holdings (126.88% of Total Assets)

Name Symbol % Assets
Fin Fut Euro-Schatz 2yr Eux 09/08/20 N/A 38.24%
Pimco Cayman Commodity Fund Vii Ltd N/A 16.66%
5 Year Treasury Note Future Sept 20 ZFU0 11.86%
Federal National Mortgage Association 4% N/A 11.73%
Fin Fut Euro-Bobl 5y Eux 09/08/20 N/A 9.49%
10 Year Treasury Note Future Sept 20 ZNU0 9.08%
PIMCO Em Mkts Ccy and S/T Invsmt Instl PLMIX 8.45%
United States Treasury Notes 0.12% N/A 7.59%
United States Treasury Notes 0.25% N/A 7.40%
Federal National Mortgage Association 3.5% N/A 6.38%

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