ANBCX vs PONCX

Both ANBCX and PONCX are mutual funds. ANBCX has a higher 5-year return than PONCX (4.12% vs 4%). ANBCX has a lower expense ratio than PONCX (1.53% vs 1.65%). Below is the comparison between ANBCX and PONCX.

ANBCX PONCX
Security Type Mutual fund Mutual fund
Segment Taxable Fixed Income: Multisector Bond Taxable Fixed Income: Multisector Bond
Family American Funds PIMCO
Net Assets $110.10M $6.61B
Expense Ratio 1.53% 1.65%
Management Style active active
Dividend Yield 1.38% 2.84%
Minimum Investment $1,000.00 $1,000.00
YTD Return -1.92% 1.40%
1-Year Return -0.49% 0.06%
3-Year Return 7.89% 4.46%
5-Year Return 4.12% 4.00%
10-Year Return N/A 5.99%

ANBCX description

The Fund seeks to provide maximum total return consistent with preservation of capital. The Fund will invest at least 80% of its assets in bonds and other debt securities, which may be represented by other investment instruments, including derivatives. The Fund invests in debt securities with a wide range of maturities.

ANBCX performance & returns

YTD Return -1.92%
1-Month Return -1.74%
3-Month Return -0.49%
1-Year Return -0.49%
3-Year Return 7.89%
5-Year Return 4.12%
10-Year Return N/A
ANBCX expense ratio is 1.53%.

ANBCX holdings

Top 10 Holdings (35.65% of Total Assets)

Name Symbol % Assets
United States Treasury Bonds 1.25% N/A 10.15%
United States Treasury Notes 0.13% N/A 7.53%
Federal National Mortgage Association 2% N/A 4.47%
United States Treasury Notes 0.5% N/A 3.14%
Government National Mortgage Association 2.5% N/A 2.99%
United States Treasury Notes 0.12% N/A 2.71%
United States Treasury Bonds 1.12% N/A 2.46%
US Treasury Note 0.25% N/A 2.20%

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PONCX description

The Fund seeks to maximize current income. The Fund typically invests at least 65% of its total assets in a multi-sector portfolio of fixed income instruments of varying maturities. The Fund will generally allocate its assets among several investment sectors.

PONCX performance & returns

YTD Return 1.40%
1-Month Return -0.50%
3-Month Return 0.06%
1-Year Return 0.06%
3-Year Return 4.46%
5-Year Return 4.00%
10-Year Return 5.99%
PONCX expense ratio is 1.65%.

PONCX holdings

Top 10 Holdings (20.58% of Total Assets)

Name Symbol % Assets
Pimco Fds N/A 5.21%
Federal National Mortgage Association 3% N/A 4.76%
10 Year Treasury Note Future Sept 20 ZNU0 2.63%
CSMC TRUST 3.09% N/A 2.20%
CSMC TRUST 4.03% N/A 1.54%
Federal National Mortgage Association 2.5% N/A 1.45%
United States Treasury Notes 0.25% N/A 1.43%
Federal National Mortgage Association 4.5% N/A 1.36%

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