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PIMCO Real Estate Real Return Strategy A

PETAX
6.06
+0.09
+1.51%
2/12/2016
5 Years
  • Previous Close

    5.97

  • Net Assets

    236.39M

  • Yield

    9.21%

  • Front load

    5.50

  • Expenses

    1.14%

  • Category

    Real Estate

  • Morningstar Risk

    High

  • Morningstar Rating ★★
Profile

Name of Issuer

Pimco

Fund Style

Open

Fund Manager

Mihir Worah

Investment Style

Large Growth

The investment seeks maximum real return consistent with prudent investment management. The fund seeks to achieve its investment objective by investing in real estate-linked derivative instruments backed by a portfolio of inflation-indexed securities and other 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 may invest up to 30% of its total assets in securities denominated in foreign currencies and may invest beyond this limit in U.S. dollar denominated securities of foreign issuers.

Purchase Information

Initial Purchase 1,000
Initial Purchase: IRA 1,000
Initial Purchase: AIP 250

Inception

10/30/2003

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