PIMCO RealRetirement 2035 R
PIMCO Investments LLC distributor1633 BroadwayNew York NY 10019
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Phone: 800-426-0107
| Category: | Target Date 2031-2035 | | Fund Family: | PIMCO | | Net Assets: | 58.22M | | Year-to-Date Return: | 2.21% | | Yield: | 4.15% | | Morningstar Rating: | N/A | | Fund Inception Date: | Jun 29, 2011 |
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Vineer Bhansali
Lead Manager since Jun 29, 2011 | | | Dr. Bhansali is a managing director and portfolio manager in the Newport Beach office. He currently oversees PIMCO's quantitative investment portfolios. From 2000, he also headed PIMCO's firmwide analytics department. Prior to joining PIMCO in 2000, he was a proprietary trader in the fixed-income trading group at Credit Suisse First Boston and in the fixed income arbitrage group at Salomon Brothers in New York. Previously, he was head of the exotic and hybrid options trading desk at Citibank in New York. He is the author of numerous scientific and financial papers and of the books "Bond Portfolio Investing and Risk Management," "Pricing and Managing Exotic and Hybrid Options," and "Fixed Income Finance: A Quantitative Approach." He currently serves as an associate editor for the International Journal of Theoretical and Applied Finance. He has 21 years of investment experience and holds a Ph.D. in theoretical particle physics from Harvard University. He has a master's degree in physics and an undergraduate degree from the California Institute of Technology. |
| Min Initial Investment: | 0 | | 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 |
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| The investment seeks to maximize real return, consistent with preservation of real capital and prudent investment management.
The fund normally invests 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. While the fund is non-diversified, it invests in diversified underlying holdings. |
| Last Dividend
(Mar 20, 2013)
:
| 0.07 | | Last Cap Gain
:
| 0.00 | | Annual Holdings Turnover
(May 15, 2013)
:
| 29.00% | | Average for Category: | 26.29% |
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| Expense | PIVSX | Category Avg |
|---|
| Annual Report Expense Ratio (net): | 1.06% | 0.47% | | Prospectus Net Expense Ratio: | 1.57% | N/A | | Prospectus Gross Expense Ratio: | 2.06% | N/A | | Max 12b1 Fee: | 0.50% | N/A | | Max Front End Sales Load: | N/A | 5.25% | | Max Deferred Sales Load:
| N/A | 1.93% | | 3 Yr Expense Projection*: | 496 | 548 | | 5 Yr Expense Projection*: | 855 | 848 | | 10 Yr Expense Projection*: | 1,867 | 1,779 |
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0.01(0.10%) May 20