4 / 5 Stars
4 3 1 4 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#3 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 -6.90 percent over the past year, 5.53 percent over the past three years, and 12.06 percent over the past five years.
|Trailing Returns||Updated 10.31.2013|
|Year to date||-6.5%|
|3 Years (Annualized)||5.5%|
|5 Years (Annualized)||12.1%|
|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 Above Average compared to funds in the same category.
PIMCO Long Duration Total Return Fund has an expense ratio of 0.50 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.
The fund's Value Line Overall Rank, a measure of risk-adjusted performance and relative growth in fund returns, is 4 on a scale of 1 to 5, with 1 being the best and 5 the worst.Value Line 2013-11-12
The fund's Value Line Growth Persistence rank, which awards funds that consistently outperform their broad universes, is 4 for one year and 3 for five years. Scores are on a 1 to 5 scale, with 1 being the best and 5 the worst.Value Line 2013-11-12
The fund's Value Line Risk Rank, a measure of volatility, is 5 on a scale of 1 to 5, with 1 being the least volatile and 5 the most.Value Line 2013-11-12