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Lipper
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Zacks Investment Research
5
(Strong Sell)
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Standard & Poor's
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TheStreet.com
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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.
Performance
The fund has returned -3.95 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | -3.0% |
| 1 Year | -3.9% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
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 1.99 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
