1 / 5 Stars
4 4 1 1 3
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
U.S. News evaluated 21 Multicurrency 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 3.66 percent over the past year, -0.79 percent over the past three years, and 3.76 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||3.2%|
|3 Years (Annualized)||-0.8%|
|5 Years (Annualized)||3.8%|
|10 Years (Annualized)||N/A|
The investment seeks maximum total return, consistent with preservation of capital and prudent investment management. The fund invests at least 80% of its assets in currencies of, or in Fixed Income Instruments denominated in the currencies of, emerging market countries. The fund's investments in currencies or Fixed Income Instruments may be represented by forwards or derivatives such as options, futures contracts or swap agreements. It may invest in the currencies and Fixed Income Instruments of emerging market countries. The fund is non-diversified.
Fees are Low compared to funds in the same category.
PIMCO Emerging Markets Currency Fund has an expense ratio of 1.25 percent.
Risk is Low compared to funds in the same category according to Morningstar.