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    PIMCO RealPath 2050 Institutional (PRMIX)

    6.49 Up 0.10(1.56%) Feb 12

    Profile as of Jan 30, 2016Get Profile for:
    PIMCO RealPath 2050 Institutional
    PIMCO Investments LLC distributor1633 BroadwayNew York NY 10019
    Map
    Phone: 888-877-4626
    Fund Overview 
    Category:Target Date 2046-2050
    Fund Family:Pimco
    Net Assets:77.43M
    Year-to-Date Return:-5.03%
    Yield:4.20%
    Morningstar Rating:1 stars
    Fund Inception Date:Mar 31, 2008
    Morningstar Style Box 
    Target Date 2046-2050
    [View Category Definition]
    View Top Target Date 2046-2050 Funds
    About the Morningstar Style Box
    Management Information 
    Graham A. Rennison
    Lead Manager since Dec 22, 2015
    Mr. Rennison is a senior vice president in the quantitative portfolio management group in the Newport Beach office, focusing on multi-asset-class systematic strategies. He was previously a member of the client analytics group, advising clients on strategic asset allocation. Prior to joining PIMCO in 2011, Mr. Rennison was a director and head of systematic strategies research at Barclays Capital in New York and also spent five years at Lehman Brothers. In 2008, Mr. Rennison was named one of Institutional Investor magazine's "20 Rising Stars of Fixed Income". He holds master's and undergraduate degrees in mathematics from Cambridge University, England.
    Investment Information 
    Min Initial Investment:1,000,000
    Min Initial Investment, IRA:N/A
    Min Initial Investment, AIP:N/A
    Min Subsequent Investment:N/A
    Min Subsequent Investment, IRA:N/A
    Min Subsequent Investment, AIP:N/A
    PRMIX can be purchased from 45 brokerages.

    Fund Summary 
    The investment seeks to maximize real return, consistent with preservation of real capital and prudent investment management. The fund seeks to achieve its investment objective by investing under normal circumstances in a combination of affiliated and unaffiliated funds, which may or may not be registered under the Investment Company Act of 1940 (the "1940 Act"), Fixed Income Instruments of varying maturities, equity securities, forwards and derivatives. "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.

    Fund Operations 
    Last Dividend : 0.00
    Last Cap Gain (Dec 15, 2015) : 0.00
    Annual Holdings Turnover (Feb 10, 2016) : 22.00%
    Average for Category:26.98%
    Fees & Expenses 
    ExpensePRMIXCategory Avg
    Annual Report Expense Ratio (net):0.16%0.44%
    Prospectus Net Expense Ratio:0.71%N/A
    Prospectus Gross Expense Ratio:1.22%N/A
    Max 12b1 Fee:N/AN/A
    Max Front End Sales Load:N/A5.24%
    Max Deferred Sales Load: N/A1.86%
    3 Yr Expense Projection*:337729
    5 Yr Expense Projection*:6211,313
    10 Yr Expense Projection*:1,4322,360
    * Per $10,000 invested