| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
5
5
2
1
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
B-
(Buy)
|
U.S. News evaluated 322 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 1.82 percent over the past year, 4.06 percent over the past three years, 5.88 percent over the past five years, and 5.24 percent over the past decade.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | -0.7% |
| 1 Year | 1.8% |
| 3 Years (Annualized) | 4.1% |
| 5 Years (Annualized) | 5.9% |
| 10 Years (Annualized) | 5.2% |
Summary
The investment seeks maximum total return, consistent with preservation of capital and prudent investment management. The fund invests at least 80% of assets in a diversified portfolio of mortgage-related Fixed Income Instruments of varying maturities (such as mortgage pass-through securities, collateralized mortgage obligations, commercial mortgage-backed securities and mortgage dollar rolls), which may be represented by forwards or derivatives such as options, futures contracts or swap agreements. It may invest, without limitation, in derivative instruments, such as options, futures contracts or swap agreements, or in mortgage- or asset-backed securities.
Fees
Fees are High compared to funds in the same category.
PIMCO Mortgage-Backed Securities Fund has an expense ratio of 0.75 percent.
Risk
Risk is Low compared to funds in the same category according to Morningstar.
