PIMCO RealRetirement 2050 Fund

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

U.S. News evaluated 49 Target Date 2046-2050 Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all PIMCO funds

See full Target Date 2046-2050 rankings

See more fund rankings

Performance

The fund has returned 14.25 percent over the past year, 6.59 percent over the past three years, and 11.90 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 6.1%
1 Year 14.3%
3 Years (Annualized) 6.6%
5 Years (Annualized) 11.9%
10 Years (Annualized) N/A

See more PFYAX performance

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 Above Average compared to funds in the same category.
PIMCO RealRetirement 2050 Fund has an expense ratio of 0.71 percent.

See more PFYAX fees

Risk

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

See more PFYAX risk

Target Date 2046-2050 Funds

Highest Returns (10-year)

See More Funds