1 / 5 Stars
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Zacks Investment Research
Standard & Poor's
2 / 5 Stars
U.S. News evaluated 51 Target Date 2036-2040 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 13.75 percent over the past year, 6.54 percent over the past three years, and 11.09 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||5.9%|
|3 Years (Annualized)||6.5%|
|5 Years (Annualized)||11.1%|
|10 Years (Annualized)||N/A|
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 are Above Average compared to funds in the same category.
PIMCO RealRetirement 2040 Fund has an expense ratio of 0.72 percent.
Risk is Low compared to funds in the same category according to Morningstar.