PIMCO Unconstrained Tax Managed Bd A (ATMAX)
10.55 0.01(0.09%) Dec 12
* As of 30-Nov-13
Quotes delayed, except where indicated otherwise. Currency in USD.
- No Headlines available for ATMAX at this time.
|Symbol||% Assets||YTD Return %|
|Dj Itraxx17eu2 Bp Ice||26.28||N/A|
|Irs Usd 3mlq/2.00000s 06/19/13-23 Cme||13.42||N/A|
|Irs Eur 6mes/2.00000a 09/18/13-23 Cme||9.78||N/A|
|Fin Fut Euro$ Cme 12/14/15||7.14||N/A|
|Irs Usd 3mlq/0.75000s 06/19/13-16 Cme||5.14||N/A|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.07%|
Performance & Risk
|5y Avg Return:||N/A|
|Rank in Category (ytd):||71|
|% Rank in Category (ytd):||29.96%|
|Morningstar Risk Rating:||2|
The investment seeks maximum long-term after-tax return, consistent with preservation of capital and prudent investment management.
The fund normally invests at least 80% of its assets in a diversified portfolio of Fixed Income Instruments of varying maturities, which may be represented by forwards or derivatives such as options, futures contracts, or swap agreements. It may invest in both investment-grade securities and high yield securities ("junk bonds") subject to a maximum of 40% of its total assets in securities rated below Baa by Moody's, or equivalently rated by S&P or Fitch, or, if unrated, determined by PIMCO to be of comparable quality. View More