5 / 5 Stars
5 5 5 2 1
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#61 in Large Blend
U.S. News evaluated 481 Large Blend 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 26.68 percent over the past year, 21.04 percent over the past three years, and 28.55 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||8.7%|
|3 Years (Annualized)||21.0%|
|5 Years (Annualized)||28.6%|
|10 Years (Annualized)||N/A|
The investment seeks total return which exceeds that of its benchmark. The fund seeks to exceed the total return of the S&P 500 Index by investing under normal circumstances in derivatives based on Enhanced RAFI® US Large backed by a portfolio of Fixed Income Instruments, which may be represented by forwards or derivatives such as options, futures contracts, or swap agreements. "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 typically will seek to gain exposure to Enhanced RAFI® US Large by investing in total return swap agreements.
Fees are Above Average compared to funds in the same category.
PIMCO Fundamental IndexPLUS AR Fund has an expense ratio of 1.19 percent.
Risk is High compared to funds in the same category according to Morningstar.