PIMCO Long Duration Total Return Fund

Scorecard
4 / 5 Stars
Lipper
4 4 1 4 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
TheStreet.com
D+ (Sell)

#2 in Long-Term Bond

U.S. News evaluated 20 Long-Term Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned -1.46 percent over the past year, 8.33 percent over the past three years, and 9.81 percent over the past five years.

Trailing Returns Updated 03.31.2014
Year to date 6.6%
1 Year -1.5%
3 Years (Annualized) 8.3%
5 Years (Annualized) 9.8%
10 Years (Annualized) N/A

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Summary

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

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.

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Risk

Risk is Above Average compared to funds in the same category according to Morningstar.

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