5 / 5 Stars
5 5 4 2 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
2 / 5 Stars
U.S. News evaluated 498 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 27.69 percent over the past year, 18.92 percent over the past three years, and 12.03 percent over the past five years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||16.5%|
|3 Years (Annualized)||18.9%|
|5 Years (Annualized)||12.0%|
|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 (the "S&P 500") by investing under normal circumstances in derivatives based on Enhanced RAFI® US Large Strategy Index ("Enhanced RAFI® 1000") backed by a portfolio of short and intermediate maturity 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.
Fees are Above Average compared to funds in the same category.
PIMCO Fundamental IndexPLUS AR Fund has an expense ratio of 1.94 percent.
Risk is High compared to funds in the same category according to Morningstar.