(PDX) PIMCO Energy & Tactical - Ratings and Ratios

Exchange: NYSE • Country: USA • Currency: USD • Type: Fund • ISIN: US69346N1072 • Energy Limited Partnership

PDX: Energy Investments, Credit Opportunities, Income Strategies

Ticker Symbol: PDX | Exchange: NYSE | Type: Fund | Country Origin: USA | Fund Style: Energy Limited Partnership. The PIMCO Energy & Tactical Credit Opps Fund (NYSE:PDX) is a closed-end energy-focused investment fund designed to capitalize on tactical credit opportunities within the energy sector. It employs a unique strategy that combines energy sector expertise with PIMCOs credit market acumen to identify undervalued opportunities.

Average Volume 20d: 84,850 shares | Last Price: $24.08 | SMA 20: $23.77 | SMA 50: $25.04 | SMA 200: $23.50 | ATR: 0.60. The fund is currently trading above its 20-day simple moving average (SMA) but below its 50-day and 200-day SMAs, suggesting short-term strength amidst longer-term challenges. The low ATR of 0.60 indicates relatively stable price action with minimal volatility.

AUM: $244.99M USD. With assets under management of nearly $245 million, the fund maintains a moderate size, allowing for nimble investment strategies while still benefiting from scale. Its focus on energy-related credit opportunities positions it to capitalize on sector-specific dislocations and recovery themes.

3-Month Forecast: Based on , the funds price action is likely to remain range-bound between $23.50 and $25.04, with potential upside if it breaks above the 50-day SMA. suggests continued focus on energy sector recovery, which could support modest NAV growth. Expect volatility to remain subdued, with average daily price movements constrained by the low ATR of 0.60.

Additional Sources for PDX Fund

PDX Fund Overview

Market Cap in USD 245m
Style Energy Limited Partnership
IPO / Inception 2019-01-30

PDX Fund Ratings

Growth Rating 88.3
Fundamental -
Dividend Rating 71.4
Rel. Strength 27.1
Analysts -
Fair Price Momentum 25.55 USD
Fair Price DCF -

PDX Dividends

Dividend Yield 12m 8.09%
Yield on Cost 5y 33.71%
Annual Growth 5y 7.68%
Payout Consistency 89.1%

PDX Growth Ratios

Growth Correlation 3m -81.5%
Growth Correlation 12m 63.2%
Growth Correlation 5y 98.5%
CAGR 5y 33.06%
CAGR/Max DD 5y 0.89
Sharpe Ratio 12m 0.63
Alpha 4.95
Beta 0.694
Volatility 31.10%
Current Volume 103.6k
Average Volume 20d 111.5k
What is the price of PDX stocks?
As of May 02, 2025, the stock is trading at USD 22.40 with a total of 103,606 shares traded.
Over the past week, the price has changed by +4.58%, over one month by -9.32%, over three months by -13.29% and over the past year by +15.28%.
Is PIMCO Energy & Tactical a good stock to buy?
Yes. Based on ValueRay Analyses, PIMCO Energy & Tactical (NYSE:PDX) is currently (May 2025) a good stock to buy. It has a ValueRay Growth Rating of 88.26 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of PDX as of May 2025 is 25.55. This means that PDX is currently undervalued and has a potential upside of +14.06% (Margin of Safety).
Is PDX a buy, sell or hold?
PIMCO Energy & Tactical has no consensus analysts rating.
What are the forecast for PDX stock price target?
According to ValueRays Forecast Model, PDX PIMCO Energy & Tactical will be worth about 28.9 in May 2026. The stock is currently trading at 22.40. This means that the stock has a potential upside of +29.15%.
Issuer Forecast Upside
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 28.9 29.2%