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PIMCO RealRetirement 2040 R (POFRX)

8.31 0.00(0.00%) Jul 21
Prev Close:8.31
YTD Return*:5.76%
Net Assets*:123.29M
Yield*:2.80%

* As of 30-Jun-14

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

Headlines

  • No Headlines available for POFRX at this time.

Top Holdings

Symbol% AssetsYTD Return %
PIMCO StocksPLUS Instl19.55N/A
PIMCO CommoditiesPLUS Strategy Instl10.22N/A
PIMCO Small Cap StocksPLUS AR Inst9.79N/A
PIMCO Intl StksPLUS® AR Strat (USD-Hg) I9.12N/A
PIMCO Real Estate Real Return Strategy I7.18N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:123.29M
Category:Target Date 2036-2040
Annual Report Expense Ratio (net):0.97%

Performance & Risk

YTD Return:5.76%
5y Avg Return:10.75%
Rank in Category (ytd):38
% Rank in Category (ytd):16.31%
Beta (3y):0.97
Morningstar Risk Rating:1

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. View More
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