Is Pimco Total Return fund a good investment?
Is Pimco Total Return fund a good investment?
For investors looking for bond market exposure, PIMCO Total Return still does a reasonably good job. However, the fund’s performance over the past one-year, three-year, and five-year periods doesn’t stand out from the crowd like it used to. That explains in part why the fund’s assets have dwindled.
What kind of fund is Pimco Total Return?
Morningstar and Lipper
| Fund Name | Morningstar Category | 10 YR |
|---|---|---|
| PIMCO Total Return Fund Institutional Class | Intermediate Core-Plus Bond | 3 out of five stars (354 funds) |
What is the Cusip for Pttrx?
693390700
Fund Facts
| CUSIP: | 693390700 |
| Ticker Symbol: | PTTRX |
| Morningstar Category:‡ | Intermediate Core-Plus Bond |
| As of Aug 31, 2021 | |
|---|---|
| Fund Net Assets† ($millions) | $70,444 |
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.
Is Pimco a safe investment?
Like all fixed-income funds, this fund is subject to risks from rising interest rates, economic factors and the default risk of the various issuers in the portfolio. High-yield bonds are subject to added default risk.
How do you calculate total return on a stock?
How do you calculate total return on a stock?
- To calculate the total return on a stock, you can use the following formula.
- (((Ending stock price – Starting stock price) + Dividends received) / Starting stock price) * 100.
- This formula will produce the percentage return for the stock.
What is a total return strategy?
Total return investing is a strategy where investors buy assets that deliver strong capital gains as well as impressive income yield, rather than focusing on only one outcome or the other. Total return investors build portfolios that generate wealth from both dividends and price appreciation.
What are total return bond funds?
Total return is the entire pot of money you wind up with after the investment period has come and gone. In the case of bonds or bond funds, that amount involves not only your original principal and your interest, but also any changes in the value of your original principal.
What does total return bond fund mean?
What is a total return mutual fund?
Total return is the actual rate of return of an investment or a pool of investments over a period. Total return includes interest, capital gains, dividends, and realized distributions. Total return is expressed as a percentage of the amount invested.
