1 / 5 Stars
2 1 4 4 1
Zacks Investment Research
Standard & Poor's
U.S. News evaluated 61 Retirement Income 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 3.80 percent over the past year, and 3.30 percent over the past three years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||5.6%|
|3 Years (Annualized)||3.3%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks to provide consistent real (inflation-adjusted) distributions through its maturity date in 2029. The fund seeks to achieve its investment objective by investing under normal circumstances at least 90% of its net assets in inflation-indexed bonds issued by the U.S. Treasury. It will invest in short-, intermediate- and long-term inflation-indexed bonds in a "laddered" investment strategy to seek to provide regular monthly distributions adjusted for inflation through the fund's maturity date in 2029. The fund is non-diversified.
Fees are Above Average compared to funds in the same category.
PIMCO Real Income 2029 Fund has an expense ratio of 0.79 percent.
Risk is Average compared to funds in the same category according to Morningstar.