PIMCO RealRetirement 2030 Fund

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

#34 in Target Date 2026-2030

U.S. News evaluated 52 Target Date 2026-2030 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 4.06 percent over the past year, 4.54 percent over the past three years, and 12.42 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 1.0%
1 Year 4.1%
3 Years (Annualized) 4.5%
5 Years (Annualized) 12.4%
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 Low compared to funds in the same category.
PIMCO RealRetirement 2030 Fund has an expense ratio of 0.73 percent.

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Risk

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

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