3 / 5 Stars
4 3 1 4 1
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#2 in Long-Term Bond
U.S. News evaluated 18 Long-Term Bond 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 -2.40 percent over the past year, 8.20 percent over the past three years, and 9.30 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||4.6%|
|3 Years (Annualized)||8.2%|
|5 Years (Annualized)||9.3%|
|10 Years (Annualized)||N/A|
The investment seeks maximum total return, consistent with prudent investment management. The fund invests at least 65% of its total assets in a diversified portfolio of Fixed Income Instruments 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 10% of its total assets in high yield securities ("junk bonds") that are 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 are Average compared to funds in the same category.
PIMCO Long Duration Total Return Fund has an expense ratio of 0.50 percent.
Risk is Average compared to funds in the same category according to Morningstar.