PIMCO Variable Insurance Trust Real Estate Real Return Strategy Fund

Scorecard
3 / 5 Stars
Lipper
5 3 1 4 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
TheStreet.com
D+ (Sell)

U.S. News evaluated 72 Real Estate 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 17.10 percent over the past year, 13.99 percent over the past three years, 30.49 percent over the past five years, and 11.81 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 26.9%
1 Year 17.1%
3 Years (Annualized) 14.0%
5 Years (Annualized) 30.5%
10 Years (Annualized) 11.8%

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Summary

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

Fees are Above Average compared to funds in the same category.
PIMCO Variable Insurance Trust Real Estate Real Return Strategy Fund has an expense ratio of 1.89 percent.

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Risk

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

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