What is a total return portfolio?
What is a total return portfolio?
Total return includes interest, capital gains, dividends, and distributions realized over a given period of time. In other words, the total return on an investment or a portfolio includes both income and appreciation. Total return investors typically focus on the growth in their portfolio over time.
What kind of fund is Pimco?
PIMCO is an American investment company that focuses on fixed-income investments. The most famous product in PIMCO’s portfolio is its Total Return Fund, a bond-based mutual fund. Different PIMCO products are geared toward institutional investors and individual investors.
What are the best total return funds?
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| Mutual fund | Symbol | 1-year total return (%) |
|---|---|---|
| Benchmark: S&P 500 | 18.40 | |
| PIMCO StocksPLUS Absolute Return Instl | PSPTX | 18.82 |
| GMO Quality IV | GQEFX | 18.51 |
| CIBC Atlas Disciplined Equity Instl | AWEIX | 19.28 |
Who is the owner of PIMCO?
Allianz SE
Allianz Asset Management of America L.P.
PIMCO/Parent organizations
The firm was founded in 1971, launching with $12 million of assets. In 2000, PIMCO was acquired by Allianz SE, a large global financial services company based in Munich, Germany, but the firm continues to operate as an autonomous subsidiary of Allianz.
Is the Pimco Total Return Fund a good investment?
PIMCO Total Return Fund is a diversified portfolio of high-quality bonds that is actively managed to seek maximized total return while preserving principal. Read Morningstar’s recent review of the PIMCO Total Return Fund. Reaffirmed GOLD >
Why do you invest in PIMCO core bonds?
Investors look to core bonds for three primary reasons: diversification, capital preservation and attractive performance. PIMCO Total Return Fund has a history of actively pursuing these benefits. Total Return Fund has outperformed its benchmark for over 90% of rolling 3-year periods net of fees since inception.
How does PIMCO all asset all authority fund work?
The strategy seeks to combat the effects of inflation through its focus on diversifying “satellite” investments including emerging market bonds and stocks, alternative investments and inflation-related assets which can have a greater responsiveness to rising inflation than mainstream stocks and bonds.
When does the net expense ratio expire for PIMCO mutual funds?
The Net Expense Ratio reflects a contractual fee waiver and/or expense reduction, which is in place through 07/31/2021 and renews automatically for a full year unless terminated by PIMCO in accordance with the terms of the agreement. See the Fund’s prospectus for more information.