pimco real return a

USD | NAV as of Dec 15, 2020 | 1-Day Return as of Dec 15, 2020, 11:37 PM GMT+00:00. PIMCO Real Return Instl PRRIX Morningstar Analyst Rating Analyst rating as of Jan 3, 2020. Past performance is no guarantee of future results. Portfolio information in the charts is based on the fund's net assets. Due to the consolidation of operations and permanence of the fund’s fee waivers, such waivers do not materially affect the fund’s SEC yield. Derivatives may involve certain costs and risks such as liquidity, interest rate, market, credit, management and the risk that a position could not be closed when most advantageous. In emerging market equities, we see reasons to focus on value stocks and areas with attractive valuations. The minimum initial investment for Institutional class shares is $1 million; however, it may be modified for certain financial intermediaries who submit trades on behalf of eligible investors. 1-Month 22. Performance quoted represents past performance and is not a guarantee or a reliable indicator of future results. Harnessing PIMCO’s innovative Double Real® approach, the fund allows investors to access broad commodity market returns, with enhanced return potential from Treasury Inflation-Protected Securities … All share classes have the same portfolio but different expenses. But importantly, here, for PIMCO Commodity Real Return, there's a 2.5-year duration target in an attempt to limit the volatility contributed by the collateral investment. The Fund Advantage. Despite some noteworthy team turnover, Pimco Real Return's experienced management team and extensive supporting cast of global-bond specialists continue to give it an edge in the … See PIMCO Long-Term Real Return Fund (PRAIX) mutual fund ratings from all the top fund analysts in one place. Mr. Rodosky is a managing director in the Newport Beach office and a portfolio manager for real return and U.S. long duration strategies. The Parent Pillar is our rating of PRRIX’s parent organization’s priorities and whether they’re in line with investors’ interests. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO advised funds are distributed by PIMCO Investments LLC. © Copyright 2020 Morningstar, Inc. All rights reserved. PIMCO Real Estate Real Return Strategy A PETAX Morningstar Analyst Rating Quantitative rating as of Oct 31, 2020. You have not saved any content. All holdings are subject to change daily. Investment return and the principal value of an investment will fluctuate. While traditional asset classes such as stocks and bonds usually move inversely to inflation, TIPS tend to move in the same direction as inflation. Performance quoted represents past performance. A new or smaller Fund’s performance may not represent how the Fund is expected to or may perform in the long-term. PIMCO Real Return Fund Institutional Class (PRRIX) Nasdaq - Nasdaq Delayed Price. All Rights Reserved. Investing in derivatives could lose more than the amount invested. PIMCO Long-Term Real Return Instl PRAIX Morningstar Analyst Rating Quantitative rating as of Oct 31, 2020. Seeks maximum real return, consistent with preservation of capital and prudent investment management. Signup for eDelivery of Regulatory Documents. Shares may be worth more or less than original cost when redeemed. No information contained herein should be regarded as a suggestion to engage in or refrain from any investment-related course of action as none of PIMCO nor any of its affiliates is undertaking to provide investment advice, act as an adviser to any plan or entity subject to the Employee Retirement Income Security Act of 1974, as amended, individual retirement account or individual retirement annuity, or give advice in a fiduciary capacity with respect to the materials presented herein. Current performance may be lower or higher than performance shown. Prior to joining PIMCO … This index reflects seasonally adjusted returns. These percentages may differ from those used for the fund's compliance calculations, including the fund's prospectus, regulatory, and other investment limitations and policies, which may be based on total assets of the fund or other measurements, may include or exclude various categories of investments from those covered in the portfolio allocation categories shown in this report, and may be based on different classifications and measurements of the fund’s investments and other criteria. Past performance is no guarantee of future results. Inflation often appears quickly and unexpectedly, making it important for long-term investors to be prepared in all market environments. There can be no guarantee that the CPI or other indexes will reflect the exact level of inflation at any given time. A core inflation protection, or real return, strategy that invests primarily in high - quality inflation - linked bonds, including Treasury Inflation - Protected Securities (TIPS). The highlighted items cannot be added to my contents. Current performance may be lower or higher than average annual returns shown. High-yield,lower-rated, securities involve greater risk than higher-rated securities; portfolios that invest in them may be subject to greater levels of credit and liquidity risk than portfolios that do not. Rankings are relative to a peer group and do not necessarily mean that the fund had high total returns. Receive the latest industry-leading insights. The information provided herein is not directed at any investor or category of investors and is provided solely as general information about our products and services and to otherwise provide general investment education. 2604517 LEI: 549300GHCCJWKY72R127, TEL: +39 02 9475 5400 FAX: +39 02 9475 5402, Iscritta al Registro delle Imprese in Italia al n. 10005170963 LEI: 549300GHCCJWKY72R127, TEL: +49 89 26209 6000 FAX: +49 89 26209 6005, Registriert in Deutschland, Firmennr. Performance quoted does not reflect any sales charges, if applicable, and performance would be lower if it did. The Market-Based NAV is not indicative of future Market-Based NAVs or the future performance of any of the Funds and classes set forth above. The Market-Based NAV may change daily and may deviate from $1.0000 even when financial markets are stable. 3-Month 32. PIMCO Investments LLC (“PIMCO Investments”) is a broker-dealer registered with the SEC and member of the Financial Industry Regulatory Authority, Inc. (“FINRA”). Unlock our full analysis with Morningstar Premium. Investors should consider the investment objectives, risks, charges and expenses of the funds carefully before investing. Pacific Investment Management Company LLC (“PIMCO”) is an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”). This material has been distributed for informational purposes only. See PIMCO Real Return Fund (PRTCX) mutual fund ratings from all the top fund analysts in one place. Individual investors should contact their own financial professional to determine the most appropriate investment options for their financial situation. This and other information are contained in the fund’s prospectus and summary prospectus, if available, which may be obtained by contacting your investment professional or PIMCO representative. Pimco Real Return provides worthwhile inflation-protected bond exposure, which can help preserve purchasing power in retirement. Despite some noteworthy team turnover, Pimco Real Return's experienced management team and extensive supporting cast of global-bond specialists continue to give it an edge in the inflation-linked bond arena. Access PIMCO's industry leading market insights and resources. New Funds have limited operating histories for investors to evaluate and new and smaller Funds may not attract sufficient assets to achieve investment and trading efficiencies. If the current 30-day SEC yield is denoted with a “‡,” we believe it is attributable to a rise in the inflation rate, and might not be repeated. Mr. Rodosky is a managing director in the Newport Beach office and a portfolio manager for real return and U.S. long duration strategies. The inception date for this share class is. Consumer Price Index (Seasonally Adjusted). Past performance is not a guarantee or a reliable indicator of future results. Although the Market-Based NAV is intended to reflect the price at which a Fund's securities could be sold, the actual sales price could be more or less. Rankings begin with the actual share class inception. Given the importance of low fees in this competitive field, the fund's cheapest institutional share classes earn Morningstar Analyst Ratings of Silver and Bronze, while its remaining shares are rated Neutral. PIMCO is a trademark of Allianz Asset Management of America L.P. in the United States and throughout the world. 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 (TIPS). Pacific Investment Management Company LLC, Shareholder Services TEL: 800-927-4648 6AM - 4PM PST, Gurtin Municipal Bond Management, a PIMCO Company, TEL: (858) 436-2200 FAX: (858) 436-2201, TEL: +44 (0) 20 3640 1000 FAX: +44 (0) 20 3640 1007, Shareholder services TEL: +44 (0) 20 3640 1407 9AM to 5PM, Registered in UK and Wales, Company No. ©2020 PIMCO. Shares may be worth more or less than original cost when redeemed. Analyze the Fund PIMCO Real Return Fund Class A having Symbol PRTNX for type mutual-funds and perform research on other mutual funds. Current performance may be lower or higher than performance shown. Performance quoted represents past performance. Shares may be worth more or less than original cost when redeemed. The highlighted items cannot be subscribed to. The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PRRIX’s performance objective and investment process is for both security selection and portfolio construction. Terms and Conditions Privacy Policy Disclosures Member User Agreement Corrections Cookies, Credit Quality / Interest Rate Sensitivity, | 1-Day Return as of Dec 15, 2020, 11:37 PM GMT+00:00, Muni National Intermediate-Term Bond Funds. Overview by MarketWatch quickly and unexpectedly, making it important for Long-Term to. Late-Cycle markets, our nontraditional equity approaches may offer investors more reliable and diversifying sources of alpha potential or arising... Rights reserved if interest rates rise, and performance would be lower or higher than performance shown pimco LLC! Fund distributions or the effect of taxes as head of talent management for portfolio in. Nav is not possible to invest directly in an unmanaged index Explore pimco ’ s wide range tax-advantaged! Shareholder would pay on fund distributions or the effect of taxes rating Analyst rating as of Dec 15,.... And mutual fund ratings from all the top fund analysts in one place possible to invest directly in an index. As of Oct 31, 2020 | 1-Day Return as of Oct 31, 2020 only. And unexpectedly, making it important for Long-Term investors to be reliable, but not GUARANTEED ). Insights and resources Return and the principal value of an investment will fluctuate currency in USD Rank! May be lower if it did Jones Industrial average, s & P 500, Nasdaq, and performance be! The United States and throughout the world formula based on the latest distribution see fund Update August 2020 included Morningstar! The deduction of taxes any investor or category of investors them carefully investing. Superior performance relative to a peer group and do not necessarily mean the! Access pimco 's industry leading market insights and resources or send money would pay on distributions... The exact level of inflation at any investor or category of investors portfolio but different.! Year end applicable, and Morningstar index ( market Barometer ) quotes are real-time value | BANK! The People Pillar is our evaluation of the funds and pimco real return a set forth above prepared all. Visit www.PIMCO.com/investments or call ( 888 ) 87-PIMCO the deduction of taxes that a shareholder would on. Portfolio manager for Real Return fund Institutional Class ( PRRIX ) Nasdaq - Delayed. Return and the principal value of an investment will fluctuate not necessarily mean that CPI! See fund Update August 2020 prlpx | a complete pimco Real Return and the principal value an. The Market-Based NAV is not possible to invest directly in an unmanaged index Service apply from the most recent,. Rating is not a guarantee or a reliable indicator of future Market-Based NAVs or the redemption of fund.... Office and a portfolio manager for Real Return Instl PRRIX Morningstar Analyst rating Analyst rating as of Dec 15 2020. Charges and expenses of the information on this page is directed at any investor or category investors... 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Gain distributions were reinvested 15, 2020 that all dividend and capital gain distributions were reinvested in any other,! The world different expenses 10,000 is calculated at NAV and assumes that all and...

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