Table of Contents
What kind of fund is Pimco Total Return?
Morningstar and Lipper
Fund Name | Morningstar Category | Overall |
---|---|---|
PIMCO Total Return Fund Institutional Class | Intermediate Core-Plus Bond | 3 out of five stars (569 funds) |
What is the Total Return fund?
Invests in a diversified portfolio of bonds and other debt instruments. The fund has considerable flexibility in seeking strong returns and its portfolio is constructed with a goal of being able to respond to a wide variety of market conditions.
What is the difference between total return and annualized return?
The key difference between the Annualized Total Return and the Average Return is that the Annualized Total Return captures the effects of compounding, whereas the Average Return does not. For example, consider the case of an investment that loses 50% of its value in year 1, but has a 100% return in year 2.
What is the difference between price return and total return?
The price return typically captures the capital gain or loss without coupons or dividends. By comparison, the total return captures both the capital gains and the income generated from coupons and dividends. The catch is that the total return assumes that dividends are reinvested into the stock or fund in question.
What are drawbacks of owning stocks in a company?
Here are disadvantages to owning stocks: Risk: You could lose your entire investment. If a company does poorly, investors will sell, sending the stock price plummeting. When you sell, you will lose your initial investment.
Is the Pimco Total Return Fund a good investment?
Pimco Total Return isn’t the firm’s largest strategy, but it remains a compelling, foundational option. Its cheapest share classes carry Morningstar Analyst Ratings of Gold, while its costlier shares are rated Silver and Bronze.
What kind of rating does Morningstar give PIMCO?
Its cheapest share classes carry Morningstar Analyst Ratings of Gold, while its costlier shares are rated Silver and Bronze. It’s hard to overstate the efficacy of Pimco’s investment infrastructure, but this strategy’s management has realized an exceptional feat in perpetuating the success of this offering.
What does the Morningstar rating on pttrx mean?
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating. Will PTTRX outperform in future?
Who are the comanagers for PIMCO Harbor bond?
Pimco veteran Mohit Mittal joined Scott Mather and Mark Kiesel as a comanager in December 2019 in anticipation of Mihir Worah’s 2020 departure.
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