Send me a link:

*Text messaging rates may apply.

 Dow Down 1.88% Nasdaq Down 2.09%

PIMCO Real Estate Real Return Strategy A (PETAX)

4.52 Down 0.08(1.74%) Jul 31
Prev Close:4.60
YTD Return*:27.24%
Net Assets*:3.81B
Yield*:5.70%

* As of 30-Jun-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

ยป More Headlines for PETAX

Top Holdings

Symbol% AssetsYTD Return %
Trs 1ml+45/Dwrtft Index Brc18.80N/A
Trs 1ml+37/Dwrtft Index Boa16.90N/A
Trs 1ml+42/Dwrtft Index Brc14.59N/A
Trs 1ml+39/Dwrtft Index Brc13.81N/A
Fin Fut Euro$ Cme 12/14/1510.90N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:3.81B
Category:Real Estate
Annual Report Expense Ratio (net):1.14%

Performance & Risk

YTD Return:27.24%
5y Avg Return:31.50%
Rank in Category (ytd):1
% Rank in Category (ytd):0.36%
Beta (3y):0.85
Morningstar Risk Rating:5

Fund Summary

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. It is non-diversified. View More
Your browser doesn't support canvas
SETTINGS
Scrolling
Speed
Display
Price
Submit Feedback