PIMCO Real Income 2029 Fund

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

U.S. News evaluated 60 Retirement Income 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 -6.95 percent over the past year, and 3.94 percent over the past three years.

Trailing Returns Updated 02.28.2014
Year to date 2.6%
1 Year -7.0%
3 Years (Annualized) 3.9%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

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

Fees are Above Average compared to funds in the same category.
PIMCO Real Income 2029 Fund has an expense ratio of 0.79 percent.

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Risk

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

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