3 / 5 Stars
5 5 3 4 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 73 Real Estate 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 25.46 percent over the past year, 27.98 percent over the past three years, and 13.29 percent over the past five years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||15.4%|
|3 Years (Annualized)||28.0%|
|5 Years (Annualized)||13.3%|
|10 Years (Annualized)||N/A|
The investment seeks maximum real return consistent with prudent investment management. The fund seeks to achieve its investment objective by investing in real estate-linked derivative instruments backed by a portfolio of inflation-indexed securities and other Fixed Income Instruments. "Fixed Income Instruments" include bonds, debt securities and other similar instruments issued by various U.S. and non-U.S. public- or private-sector entities. It may invest up to 30% of its total assets in securities denominated in foreign currencies and may invest beyond this limit in U.S. dollar denominated securities of foreign issuers. It is non-diversified.
Fees are Above Average compared to funds in the same category.
PIMCO Real Estate Real Return Strategy Fund has an expense ratio of 1.14 percent.
Risk is High compared to funds in the same category according to Morningstar.