PIMCO RealRetirement Income and Distribution Fund

Scorecard
2 / 5 Stars
Lipper
2 2 5 2 1
Zacks Investment Research
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Standard & Poor's
3 / 5 Stars
TheStreet.com
C- (Hold)

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.

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Performance

The fund has returned 8.50 percent over the past year, 5.09 percent over the past three years, and 8.34 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 5.3%
1 Year 8.5%
3 Years (Annualized) 5.1%
5 Years (Annualized) 8.3%
10 Years (Annualized) N/A

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Summary

The investment seeks to maximize real return, consistent with preservation of real capital and prudent investment management. The fund seeks to achieve its investment objective by investing under normal circumstances in a combination of affiliated and unaffiliated funds, which may or may not be registered under the Investment Company Act of 1940 (the "1940 Act"), Fixed Income Instruments of varying maturities, equity securities, forwards and derivatives. "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 is non-diversified.

Fees

Fees are Average compared to funds in the same category.
PIMCO RealRetirement Income and Distribution Fund has an expense ratio of 0.40 percent.

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Risk

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

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