| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
3
1
1
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
#26 in Intermediate-Term Bond
U.S. News evaluated 320 Intermediate-Term Bond 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 12.34 percent over the past year, 9.92 percent over the past three years, 10.47 percent over the past five years, and 7.62 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 3.2% |
| 1 Year | 12.3% |
| 3 Years (Annualized) | 9.9% |
| 5 Years (Annualized) | 10.5% |
| 10 Years (Annualized) | 7.6% |
Summary
The investment seeks maximum total return, consistent with preservation of capital and prudent investment management. The fund normally invests at least 80% of its assets in a diversified portfolio of investment grade corporate fixed income securities of varying maturities, which may be represented by forwards or derivatives such as options, futures contracts or swap agreements. It invests primarily in investment grade debt securities, but may invest up to 15% of its total assets in high yield securities ("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.
Fees
Fees are Above Average compared to funds in the same category.
PIMCO Investment Grade Corporate Bond Fund has an expense ratio of 0.90 percent.
Risk
Risk is High compared to funds in the same category according to Morningstar.
