4 / 5 Stars
3 2 4 2 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 84 Tactical Allocation 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 -6.39 percent over the past year, 4.33 percent over the past three years, 9.08 percent over the past five years, and 6.47 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-0.7%|
|3 Years (Annualized)||4.3%|
|5 Years (Annualized)||9.1%|
|10 Years (Annualized)||6.5%|
The investment seeks maximum real return, consistent with preservation of real capital and prudent investment management. The fund invests substantially all of its assets in Institutional Class or Class M shares of any funds of the Trust or PIMCO Equity Series, an affiliated open-end investment company, except other funds of funds, or shares of any actively-managed funds of the PIMCO ETF Trust, an affiliated investment company. The fund's investment in any particular Underlying PIMCO Fund normally will not exceed 50% of its total assets. It is non-diversified.
Fees are Low compared to funds in the same category.
PIMCO All Asset All Authority Fund has an expense ratio of 0.21 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.