5 / 5 Stars
5 5 1 4 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
U.S. News evaluated 33 Commodities Broad Basket Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 0.89 percent over the past year, and -2.11 percent over the past three years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||3.2%|
|3 Years (Annualized)||-2.1%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks total return which exceeds that of its benchmark. The fund invests in commodity-linked derivative instruments backed by an actively managed, low volatility portfolio of Fixed Income Instruments. "Fixed Income Instruments" include bonds, debt securities and other similar instruments issued by various U.S. and non-U.S. public- or private-sector entities. It invests in commodity-linked derivative instruments, including swap agreements, futures, options on futures, commodity index-linked notes and commodity options that provide exposure to the investment returns of the commodities futures markets. The fund is non-diversified.
Fees are Low compared to funds in the same category.
PIMCO CommoditiesPLUS Strategy Fund has an expense ratio of 1.24 percent.
Risk is Average compared to funds in the same category according to Morningstar.