PIMCO EM Fundamental IndexPLUS AR Strategy Fund

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

U.S. News evaluated 213 Diversified Emerging Mkts 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 19.44 percent over the past year, 1.28 percent over the past three years, and 13.33 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 9.0%
1 Year 19.4%
3 Years (Annualized) 1.3%
5 Years (Annualized) 13.3%
10 Years (Annualized) N/A

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Summary

The investment seeks total return which exceeds that of its benchmark. The fund seeks to exceed the total return of the MSCI Emerging Markets Index (Net Dividends in USD) (the "benchmark") by investing under normal circumstances in derivatives based on the Enhanced RAFI® Emerging Markets Strategy Index ("Enhanced RAFI® EM") backed by a diversified portfolio of Fixed Income Instruments, which may be represented by forwards or derivatives such as options, futures contracts, or swap agreements. It typically will seek to gain exposure to Enhanced RAFI® EM by investing in total return swap agreements.

Fees

Fees are Low compared to funds in the same category.
PIMCO EM Fundamental IndexPLUS AR Strategy Fund has an expense ratio of 1.45 percent.

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Risk

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

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