PIMCO CommoditiesPLUS Strategy Fund

Scorecard
5 / 5 Stars
Lipper
5 5 1 4 1
Zacks Investment Research
2 (Buy)
Standard & Poor's
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TheStreet.com
E (Sell)

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.

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Performance

The fund has returned 1.45 percent over the past year, and -2.41 percent over the past three years.

Trailing Returns Updated 03.31.2014
Year to date 4.4%
1 Year 1.5%
3 Years (Annualized) -2.4%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

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

Fees are Low compared to funds in the same category.
PIMCO CommoditiesPLUS Strategy Fund has an expense ratio of 0.84 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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