PIMCO Extended Duration Fund Institutional Cl (PEDIX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 3.41: the stock has moved about 241% more than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 18, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerPIMCO Extended Duration Fund Institutional Cl (PEDIX) trades at $10.64. PIMCO Extended Duration Fund Institutional Cl (PEDIX) is a fixed-income fund managed by PIMCO, focusing on maximizing total return by investing in a diversified portfolio of fixed-income instruments. Sector: Financials.
Price as of · Last analyzed: Mar 18, 2026Analyst Coverage for PEDIX: PEDIX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
PIMCO Extended Duration Fund Institutional Cl (PEDIX) Financial Services Profile
PIMCO Extended Duration Fund Institutional Cl (PEDIX) seeks to maximize total return by investing in a diversified portfolio of fixed-income instruments, including derivatives and foreign securities. The fund, managed by PIMCO, caters to institutional investors seeking exposure to extended-duration assets within the asset management sector.
What Is the Investment Thesis for PEDIX?
PEDIX presents an investment opportunity for institutional investors seeking exposure to fixed-income markets with an extended duration profile. The fund's ability to utilize derivatives and invest in foreign securities allows for potential alpha generation. However, the fund's beta of 3.41 indicates higher volatility compared to the broader market. Key value drivers include PIMCO's active management expertise and the fund's ability to adapt to changing market conditions. Upcoming catalysts include potential shifts in interest rate policies by central banks, which could impact the fund's performance. Investors should carefully consider the fund's risk profile and investment strategy before investing.
Based on FMP financials and quantitative analysis
PEDIX Key Highlights
The fund invests at least 65% of its total assets in a diversified portfolio of fixed income instruments.
- The fund may invest up to 30% of its total assets in securities denominated in foreign currencies.
- The fund's investment strategy includes the use of derivatives such as options, futures contracts, and swap agreements.
- The fund is managed by PIMCO, a well-known investment management firm.
- The fund has a beta of 3.41, indicating higher volatility compared to the market.
Who Are PEDIX's Competitors?
PEDIX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| HESAX Horizon Defensive Core Fund - Advisor Class | $45.94 | +0.83% | $535M | — |
| MICFX Matthews China Instl | $15.94 | -1.24% | $375M | — |
| MNHIX Manning & Napier Fd, Pro-Blend Maximum Term Srs, Cl I | $26.88 | +0.64% | $401M | — |
| MSIQX Morgan Stanley Institutional Fund, Inc Intl Equity Pt. Cl I | $7.11 | +1.43% | $239M | — |
| MSMLX Matthews EM Sm Coms Inv | $30.92 | +0.95% | $460M | — |
| BLK BlackRock, Inc. | $1059.63 | -0.44% | $164B | 49 5-pillar |
| BX Blackstone Inc. | $111.74 | -0.45% | $135B | 67 5-pillar |
| APOS Apollo Global Management, Inc. | $25.59 | -0.23% | $74.8B | 55 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are PEDIX's Key Strengths?
PIMCO's strong brand reputation and expertise.
- Diversified portfolio of fixed-income instruments.
- Ability to use derivatives for risk management and return enhancement.
What Are PEDIX's Weaknesses?
High beta of 3.41 indicates higher volatility.
- Dependence on PIMCO's investment management skills.
- Exposure to interest rate risk and credit risk.
What Are the Key Risks for PEDIX?
Rising interest rates could negatively impact bond prices.
- Economic downturn could lead to credit losses.
- Market volatility could affect fund performance.
- Regulatory changes could impact the fund's investment strategy.
What Are PEDIX's Competitive Advantages?
- PIMCO's brand reputation and expertise in fixed-income markets.
- Access to proprietary research and investment strategies.
- Established relationships with institutional investors.
What Does PEDIX Do?
PIMCO Extended Duration Fund Institutional Cl (PEDIX) is a fund managed by Pacific Investment Management Company (PIMCO), a globally recognized investment management firm. The fund aims to achieve its investment objective by strategically allocating its assets to a diversified portfolio of fixed-income instruments with varying maturities. These instruments may include forwards, derivatives such as options, futures contracts, and swap agreements, allowing the fund to manage risk and enhance returns. Under normal circumstances, the fund invests at least 65% of its total assets in fixed-income instruments. PEDIX has the flexibility to invest up to 30% of its total assets in securities denominated in foreign currencies, providing exposure to international markets and potentially higher yields. Furthermore, the fund may invest beyond the 30% limit in U.S. dollar-denominated securities of foreign issuers, broadening its investment universe. PIMCO, as the manager, leverages its expertise in fixed-income markets to actively manage the fund's portfolio, adjusting its holdings based on macroeconomic conditions, interest rate movements, and credit spreads. The fund is designed for institutional investors seeking to enhance returns through strategic fixed-income allocation and active management.
What Products and Services Does PEDIX Offer?
- Invests in a diversified portfolio of fixed-income instruments.
- Seeks to maximize total return through active management.
- Utilizes derivatives such as options, futures, and swaps.
- May invest up to 30% of its assets in foreign currency-denominated securities.
- Invests in U.S. dollar-denominated securities of foreign issuers.
- Manages interest rate risk and credit risk through strategic allocation.
How Does PEDIX Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- Aims to outperform its benchmark through active portfolio management.
- Utilizes PIMCO's expertise in fixed-income markets to make investment decisions.
What Industry Does PEDIX Operate In?
PIMCO Extended Duration Fund Institutional Cl operates within the asset management industry, which is characterized by intense competition and evolving regulatory landscapes. The industry is influenced by macroeconomic factors, interest rate movements, and investor sentiment. Competitors such as HESAX, MICFX, MNHIX, MSIQX, and MSMLX offer similar fixed-income investment products. PEDIX differentiates itself through PIMCO's active management and its focus on extended-duration assets. The asset management industry is expected to grow in the coming years, driven by increasing demand for investment solutions and rising asset values.
Who Are PEDIX's Key Customers?
- Institutional investors seeking fixed-income exposure.
- Pension funds looking for long-term investment solutions.
- Insurance companies seeking to manage their fixed-income portfolios.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
PEDIX Financials
Bull Case vs Bear Case
Bull Case
- PIMCO's strong brand reputation and expertise.
- Diversified portfolio of fixed-income instruments.
- Ability to use derivatives for risk management and return enhancement.
- Upcoming: Potential shifts in interest rate policies by central banks.
Bear Case
- High beta of 3.41 indicates higher volatility.
- Dependence on PIMCO's investment management skills.
- Exposure to interest rate risk and credit risk.
- Potential: Rising interest rates could negatively impact bond prices.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
PEDIX Latest News
No recent news available for PEDIX.
PEDIX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for PEDIX.
Price Targets
Wall Street price target analysis for PEDIX.
PEDIX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for PEDIX; grades run from A+ (80-100) to F (below 30).
PEDIX Financials Stock FAQ
What are the main risks for PEDIX?
The main risks for PEDIX include interest rate risk, credit risk, and market risk. Rising interest rates could negatively impact bond prices, reducing the fund's value. An economic downturn could lead to credit losses, particularly if the fund invests in lower-rated bonds.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- Beta is high, indicating higher volatility.