PIMCO Unconstrained Tax Managed Bd A (ATMAX)
* As of 28-Feb-14
Quotes delayed, except where indicated otherwise. Currency in USD.
- No Headlines available for ATMAX at this time.
|Symbol||% Assets||YTD Return %|
|Cdx Itraxx Main17 5y Bp Ice||24.38||N/A|
|Fin Fut Us 10yr Cbt 12/19/13||7.51||N/A|
|Irs Usd 2.000 06/19/13-10y Cme||6.90||N/A|
|Fin Fut Euro$ Cme 12/14/15||6.32||N/A|
|Irs Usd 0.750 06/19/13-3y Cme||4.57||N/A|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.07%|
Performance & Risk
|5y Avg Return:||3.42%|
|Rank in Category (ytd):||27|
|% Rank in Category (ytd):||8.46%|
|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