5 / 5 Stars
5 5 1 3 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
U.S. News evaluated 52 Inflation-Protected Bond 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 -11.12 percent over the past year, 6.11 percent over the past three years, 8.45 percent over the past five years, and 5.84 percent over the past decade.
|Trailing Returns||Updated 03.31.2014|
|Year to date||4.8%|
|3 Years (Annualized)||6.1%|
|5 Years (Annualized)||8.5%|
|10 Years (Annualized)||5.8%|
The investment seeks maximum real return, consistent with prudent investment management. The fund invests at least 80% of net assets in inflation-indexed bonds of varying maturities issued by the U.S. and non-U.S. governments, their agencies or instrumentalities, and corporations. Assets not invested in inflation-indexed bonds may be invested in other types of Fixed Income Instruments. It invests primarily in investment grade securities, but may invest up to 20% of its total assets in junk bonds rated B or higher by Moody's, or equivalently rated by S&P or Fitch, or, if unrated, determined by PIMCO to be of comparable quality. The fund is non-diversified.
Fees are Low compared to funds in the same category.
PIMCO Real Return Asset Fund has an expense ratio of 0.55 percent.
Risk is High compared to funds in the same category according to Morningstar.