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ARTCX vs PBRNX

Both ARTCX and PBRNX are mutual funds. ARTCX has a lower 5-year return than PBRNX (3.35% vs 9.42%). Below is the comparison between ARTCX and PBRNX.

ARTCX PBRNX
Security Type Mutual fund Mutual fund
Segment U.S. Balanced: Target-Date Retirement U.S. Balanced: Target-Date Retirement
Family Allianz Global Investors PIMCO
Net Assets N/A $190.10M
Expense Ratio N/A 0.04%
Management Style active active
Dividend Yield N/A 4.36%
Minimum Investment $1,000.00 $25,000.00
YTD Return -0.85% 5.78%
1-Year Return 5.42% 4.64%
3-Year Return 2.20% 10.41%
5-Year Return 3.35% 9.42%
10-Year Return N/A N/A

ARTCX description

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ARTCX performance & returns

YTD Return -0.85%
1-Month Return 1.61%
3-Month Return 5.42%
1-Year Return 5.42%
3-Year Return 2.20%
5-Year Return 3.35%
10-Year Return N/A
ARTCX expense ratio is N/A.

ARTCX holdings

Top 10 Holdings (69.70% of Total Assets)

Name Symbol % Assets
Us 10yr Ultra Fut Dec20 Xcbt 20201221 N/A 11.18%
Us 10yr Note (Cbt)dec20 Xcbt 20201221 N/A 10.84%
AllianzGI Short Duration High Income R6 ASHSX 9.48%
AllianzGI Prefd Secs and Inc R6 ARISX 7.01%
AllianzGI High Yield Bond Institutional AYBIX 6.83%
AllianzGI Short Term Bond Institutional ASTKX 6.04%
iShares JP Morgan USD Em Mkts Bd ETF EMB 5.22%
Future on Russell 1000 Dec20 N/A 4.88%
Euro-Btp Future Dec20 Xeur 20201208 N/A 4.57%
Future on DJ US Real Estate Dec20 N/A 3.65%

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PBRNX description

The Fund seeks to maximize total return, consistent with prudent investment management. The Fund invests, under normal circumstances, substantially its assets in Institutional Class or Class M shares of any funds of the PIMCO Equity Series and PIMCO Funds, and in other affiliated funds, including funds of PIMCO ETF Trust.

PBRNX performance & returns

YTD Return 5.78%
1-Month Return 2.35%
3-Month Return 4.64%
1-Year Return 4.64%
3-Year Return 10.41%
5-Year Return 9.42%
10-Year Return N/A
PBRNX expense ratio is 0.04%.

PBRNX holdings

Top 10 Holdings (97.67% of Total Assets)

Name Symbol % Assets
Vanguard Institutional Index I VINIX 20.05%
PIMCO Income Instl PIMIX 17.72%
PIMCO Total Return Instl PTTRX 15.13%
Vanguard Developed Markets Index Instl VTMNX 10.58%
Vanguard Emerging Mkts Stock Idx Instl VEMIX 7.57%
Pimco Fds N/A 6.88%
PIMCO Real Return Instl PRRIX 6.20%
PIMCO Long-Term Real Return Instl PRAIX 5.76%
PIMCO Emerging Mkts Lcl Ccy and Bd Instl PELBX 4.82%
Dwrtft Trs Equity 1ml+26.5 Ulo N/A 2.96%

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