3 / 5 Stars
5 5 1 3 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#8 in Long Government
U.S. News evaluated 12 Long Government 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 -4.75 percent over the past year, 7.86 percent over the past three years, 7.47 percent over the past five years, and 6.22 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||6.0%|
|3 Years (Annualized)||7.9%|
|5 Years (Annualized)||7.5%|
|10 Years (Annualized)||6.2%|
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 fixed income securities that are issued or guaranteed by the U.S. government, its agencies or government-sponsored enterprises ("U.S. government securities"), 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 are High compared to funds in the same category.
PIMCO Long-Term U.S. Government Fund has an expense ratio of 0.82 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.