VILVX vs PSLDX

Both PSLDX and VILVX are mutual funds. PSLDX has a higher 5-year return than VILVX (25.18% vs 13.42%). Below is the comparison between PSLDX and VILVX.

PSLDX VILVX
Security Type Mutual fund Mutual fund
Segment U.S. Balanced: — U.S. Balanced: —
Family PIMCO Vanguard
Net Assets $1.32B $9.06B
Expense Ratio 0.59% 0.00%
Management Style active active
Dividend Yield 24.56% 1.36%
Minimum Investment $25,000.00 $100,000,000.00
YTD Return 21.09% 13.50%
1-Year Return 2.71% 0.29%
3-Year Return 34.63% 16.32%
5-Year Return 25.18% 13.42%
10-Year Return 22.96% N/A

PSLDX description

The Fund seeks total return which exceeds that of its benchmarks consistent with prudent investment management. The Fund seeks to invest substantially all of its assets in S&P 500 derivatives, backed by a diversified portfolio of long-term Fixed Income Instruments.

PSLDX performance & returns

YTD Return 21.09%
1-Month Return 2.22%
3-Month Return 2.71%
1-Year Return 2.71%
3-Year Return 34.63%
5-Year Return 25.18%
10-Year Return 22.96%
PSLDX expense ratio is 0.59%.

PSLDX holdings

Top 10 Holdings (112.08% of Total Assets)

Name Symbol % Assets
E-mini S&P 500 Future Sept 20 ESU0 45.46%
United States Treasury Bonds 2.38% N/A 19.09%
Sptr Trs Equity 3ml+9 Fbf N/A 7.85%
Sptr Trs Equity 3ml+0 Far N/A 6.66%
Federal National Mortgage Association 2.5% N/A 5.92%
Sptr Trs Equity 3ml-2 Cbk N/A 5.81%
Sptr Trs Equity 3ml+19 Bps N/A 5.47%
United States Treasury Bonds 1.25% N/A 5.30%
Australian Sorghum Future Sept 20 USU0 5.27%
Sptr Trs Equity 3ml+15 Boa N/A 5.25%

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VILVX description

The Fund seeks to provide capital appreciation and current income consistent with its current asset allocation. The Fund invests in other Vanguard mutual funds according to an asset allocation strategy designed for investors planning to retire and leave the workforce in or within a few years of 2060.

VILVX performance & returns

YTD Return 13.50%
1-Month Return -1.53%
3-Month Return 0.29%
1-Year Return 0.29%
3-Year Return 16.32%
5-Year Return 13.42%
10-Year Return N/A
VILVX expense ratio is N/A.

VILVX holdings

Top 10 Holdings (100.00% of Total Assets)

Name Symbol % Assets
Vanguard Total Stock Market Idx I VITSX 53.29%
Vanguard Total Intl Stock Index Inv VGTSX 35.60%
Vanguard Total Bond Market II Idx Inv VTBIX 6.74%
Vanguard Total Intl Bd Idx Admiral™ VTABX 2.76%
Cmt Market Liquidity Rate N/A 1.61%

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