| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
4
4
2
1
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
D+
(Sell)
|
U.S. News evaluated 148 World Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 11.11 percent over the past year, 7.76 percent over the past three years, and 7.17 percent over the past five years.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | -2.3% |
| 1 Year | 11.1% |
| 3 Years (Annualized) | 7.8% |
| 5 Years (Annualized) | 7.2% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks maximum real return, consistent with preservation of real capital and prudent investment management. The fund normally invests 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 ("Underlying PIMCO funds"). It invests its assets in shares of the Underlying PIMCO funds and does not invest directly in stocks or bonds of other issuers. While the fund is non-diversified, it invests in diversified underlying holdings.
Fees
Fees are Low compared to funds in the same category.
PIMCO All Asset All Authority Fund has an expense ratio of 0.32 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
