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Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
U.S. News evaluated 3 Trading-Inverse Commodities 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 -0.80 percent over the past year, and 3.52 percent over the past three years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-6.6%|
|3 Years (Annualized)||3.5%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks total return which exceeds that of the inverse return of its benchmark. The fund invests in short positions with respect to the Dow Jones-UBS Commodity Index Total Return (the "index"), including commodity-linked derivative instruments backed by an actively managed, low volatility portfolio of Fixed Income Instruments. "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 will maintain short positions through the use of a combination of commodity-linked derivative instruments. The fund is non-diversified.
Fees are High compared to funds in the same category.
PIMCO CommoditiesPLUS Short Strategy Fund has an expense ratio of 2.04 percent.
Risk is N/A compared to funds in the same category according to Morningstar.