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PRFD
+0.52 · +1.00%
$51.83 · NYSE ARCA

PIMCO Preferred And Capital Securities Active Exchange-Traded Fund (PRFD) ETF Analysis | Preferred Stock

PIMCO · USA
AUM:$220.6M
#– of – in Preferred Stock ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 8.4% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.74% — moderate cost. Consider how fees compound over long holding periods.

What is PRFD?

The fund seeks to achieve its investment objective by investing, under normal circumstances, at least 80% of its assets in a diversified portfolio of preferred securities and capital securities. capital securities" include securities issued by U.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Positive 1-Year Return
PRFD returned 8.4% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.74%. Consider how fees compound over a long holding period.
Broadly Diversified
Top 10 holdings represent just 5.3% of the ETF — exposure spread across many positions.
ETF Information
AUM$220.6M
Expense Ratio0.74%
Dividend Yield5.59%
Holdings5
Inception DateJan 2023
Domicile–
Distribution–
Index–
ProviderPIMCO
Beta0.70
CategoryPreferred Stock
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-2.0%
1Y
+3.2%
3Y
+27.0%
5Y
+21.6%
OpenBook InsightIf you had invested £10,000 in PRFD 5 years ago, it would have grown to £12,155 — a gain of £2,155.

Annual Returns

Calendar year performance

PRFD delivered positive returns in 3 of the last 4 calendar years.
YearPRFD
2026 YTD-0.3%
2025+8.4%
2024+10.6%
2023+1.8%
CAGR 3yr+6.9%
3/4 positive yearsAvg return: +5.2%Worst year: -0.3% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
33%
Negative
Volatility
2.8%
Low
Momentum
-0.3%
30-day change
Support Level
50.43
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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