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PIMCO RealRetirement 2040 C (POFCX)

7.95 Up 0.02(0.25%) Apr 17
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Profile as of Mar 30, 2014Get Profile for:
PIMCO RealRetirement 2040 C
PIMCO Investments LLC distributor1633 BroadwayNew York NY 10019
Map
Phone: 888-877-4626
Fund Overview 
Category:Target Date 2036-2040
Fund Family:PIMCO
Net Assets:106.18M
Year-to-Date Return:1.08%
Yield:2.77%
Morningstar Rating:1 stars
Fund Inception Date:Jul 31, 2008
Morningstar Style Box 
Target Date 2036-2040
[View Category Definition]
View Top Target Date 2036-2040 Funds
About the Morningstar Style Box
Management Information 
Vineer Bhansali
Lead Manager since Jul 17, 2008
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.
Investment Information 
Min Initial Investment:1,000
Min Initial Investment, IRA:1,000
Min Initial Investment, AIP:250
Min Subsequent Investment:50
Min Subsequent Investment, IRA:50
Min Subsequent Investment, AIP:50
POFCX can be purchased from 28 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. It is non-diversified.

Fund Operations 
Last Dividend (Mar 19, 2014) : 0.04
Last Cap Gain : 0.00
Annual Holdings Turnover (Apr 16, 2014) : 3.00%
Average for Category:25.06%
Fees & Expenses 
ExpensePOFCXCategory Avg
Annual Report Expense Ratio (net):1.52%0.53%
Prospectus Net Expense Ratio:1.94%N/A
Prospectus Gross Expense Ratio:2.52%N/A
Max 12b1 Fee:1.00%N/A
Max Front End Sales Load:N/A5.26%
Max Deferred Sales Load: 1.00%2.18%
3 Yr Expense Projection*:609647
5 Yr Expense Projection*:1,0471,012
10 Yr Expense Projection*:2,2642,491
* Per $10,000 invested