PIMCO Unconstrained Tax Managed Bond Fund

Scorecard
2 / 5 Stars
Lipper
1 1 4 2 5
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
1 / 5 Stars
TheStreet.com
C (Hold)

U.S. News evaluated 86 Nontraditional 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 1.62 percent over the past year, 1.99 percent over the past three years, and 2.66 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 2.2%
1 Year 1.6%
3 Years (Annualized) 2.0%
5 Years (Annualized) 2.7%
10 Years (Annualized) N/A

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Summary

The investment seeks maximum long-term after-tax 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 Instruments of varying maturities, which may be represented by forwards or derivatives such as options, futures contracts, or swap agreements. It may invest in both investment-grade securities and high yield securities ("junk bonds") subject to a maximum of 40% of its total assets in securities rated below Baa 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 Low compared to funds in the same category.
PIMCO Unconstrained Tax Managed Bond Fund has an expense ratio of 1.10 percent.

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Risk

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

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