PCM : NYSE : Financial
$11.27 up 0.17 | 1.53%
Today's Range: 11.1 - 11.35
Avg. Daily Volume: 55700.0
08/22/17 - 4:02 PM ET

PEER GROUP ANALYSIS

PCM Peer Plot Chart

This chart compares PCM to the highest rated funds in its peer group of General Mortgage funds. The above graph illustrates two key measures that investors should consider when assessing the investment potential of a particular fund. One of the key factors is how the fund has performed over the most recent reporting period, defined as the 1 year total return on the bottom axis. The second factor is the fund's reported expense ratio, on the right axis, which includes things like management fees. The best funds, with higher returns and lower expenses, stake out a position in the lower left part of this graph.


TOP RATED FUNDS : General Mortgage
NameTickerReturn
YTD
1 Year
Return
3 Year
Return
Expense
Ratio
Peer
Rank
Western Asset Mtge Defined Oppty DMO 24.44 25.67 19.04 2.97 1
PCM Fund PCM 20.65 28.58 11.75 2.69 2
Nuveen Mortgage Opportunity Term JLS 9.65 15.44 8.71 2.42 3
Nuveen Mortgage Opportunity Term 2 JMT 9.10 14.16 8.49 2.67 4
PIMCO Strategic Income RCS 24.21 8.59 12.24 1.27 5
VanEck Vectors Mtge REIT Income ETF MORT 14.75 18.97 8.96 0.40 6
BlackRock Income Trust BKT 2.23 0.38 4.94 1.08 7
First Trust Low Dur Opptys ETF LMBS 1.34 2.96 0.00 0.65 8
iShares MBS ETF MBB 1.91 -0.11 2.26 0.25 9
First Trust Mortgage Income Fund FMY 3.82 1.80 3.36 1.47 10
The above table compares the total return performance and expense ratio of PCM Fund to the top rated funds within the General Mortgage peer group. PCM Fund ranks number 2 out of 14 General Mortgage closed-end and exchange-traded funds that we rate.

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