What kind of fund is Pimco Total Return?
Fund Details
| Category | Core Plus Bond |
|---|---|
| Fund Family | PIMCO Fds Instl |
| Fund Status | Open |
| Fund Inception | May 11, 1987 |
| Managers | Mather Kiesel Mittal |
What is Pimco Real Return?
The fund aims to help investors protect their purchasing power against the effects of inflation by seeking real (inflation-adjusted) returns primarily from Treasury Inflation-Protected Securities.
What are fund categories?
A fund category is a way of differentiating mutual funds according to their investment objectives and principal investment features. This categorization allows investors to spread their money around in a mix of funds with a variety of risk and return characteristics.
Is Pimco Total Return fund a good investment?
For investors looking for bond market exposure, PIMCO Total Return still does a reasonably good job. However, the fund’s performance over the past one-year, three-year, and five-year periods doesn’t stand out from the crowd like it used to. That explains in part why the fund’s assets have dwindled.
How safe is Pimco Total Return fund?
Overall Morningstar Rating for PIMCO Total Return Fund Institutional Class, as of 08/31/2021 rated against 568 funds based on risk-adjusted returns.
Why is PHK dropping?
PHK has seen a sharp drop in 2020, markedly falling behind aggregate bond and equity funds. PIMCO announced another distribution cut back in June, which is a continuation of a trend that has plagued this fund.
What is Real Return Fund?
Real return funds have very specific investment return targets, which are generally measured against the rate of inflation (CPI) – for example, CPI plus 5% per annum over rolling five-year periods. Most real return funds have a strong focus on preserving an investor’s money and reducing the potential for loss.
What are TIPS funds?
TIPS mutual funds invest in Treasury inflation-protected securities, also known as TIPS. The main advantage of a TIPS fund is that it can increase in value during periods of rising inflation. Therefore, TIPS funds can help you fight inflation and receive greater returns than a broad market bond index fund.
Which type of mutual fund is best?
The table below shows the best equity funds:
| Mutual fund | 5 Yr. Returns | Min. Investment |
|---|---|---|
| Quant Small Cap Fund – Direct Plan-Growth | 22.34% | ₹5000 |
| ICICI Prudential Technology Fund | 32.05% | ₹5000 |
| Aditya Birla Sun Life Digital India Fund – Growth-Direct Plan | 32.31% | ₹1000 |
| TATA Digital India Fund DIRECT Plan Growth | 33.46% | ₹5000 |
Is PIMCO a good company?
PIMCO is a great company to work so as long as you’re in the right team with the right manager. The culture is very inclusive and the work is challenging but the lack of real project managers and guidance by management lead to mis-direction and confusion.
What is a total return portfolio?
Total return includes interest, capital gains, dividends, and distributions realized over a given period of time. In other words, the total return on an investment or a portfolio includes both income and appreciation. Total return investors typically focus on the growth in their portfolio over time.
Is the Pimco real return fund investment grade?
Active management has helped the fund deliver short- and long-term returns solidly ahead of inflation, while the portfolio’s investment-grade orientation has provided a smoother ride than other real return assets such as commodities and real estate.
Can you lose more than the amount invested in PIMCO?
Investing in derivatives could lose more than the amount invested. Diversification does not ensure against loss. No part of this material may be reproduced in any form, or referred to in any other publication, without express written. ©2019, PIMCO. PIMCO advised funds are distributed by PIMCO Investments LLC.
Who are the managers of the Pimco tips fund?
The strategy is managed by veteran investors Stephen Rodosky and Daniel He, who are backed by the full spectrum of PIMCO’s global resources. Importantly, PIMCO, one of the largest U.S. investors in TIPS and other inflation-linked assets, launched the country’s first TIPS-focused mutual fund, the same day as the first TIPS auction.
https://www.youtube.com/watch?v=_XmW1_6xYoo
