Pimco commodity real return strategy fund

The chart shows how frequently the fund's 3M return is positive or negative. Each bar is an observation period the fund's return over the past 3M, at month's end. Financial Times Close.

Get our overall rating based on a fundamental assessment of the pillars below. Pimco Commodity Real Return benefits from a consistent approach run by experienced managers with deep resources behind them. Unlock our full analysis with Morningstar Investor. Morningstar brands and products. Investing Ideas. Start a 7-Day Free Trial. Process Pillar.

Pimco commodity real return strategy fund

You have not saved any content. None of the information on this page is directed at any investor or category of investors. The fund seeks to capture the performance potential of commodities through derivative exposure to the broad-based Bloomberg Commodity Index. The fund collateralizes this exposure with a portfolio of TIPS that is designed to serve as an additional source of return and inflation hedge. Commodities have had a positive correlation with inflation, typically appreciating when inflation spikes; they also have had low or negative correlation with stocks and bonds, which can enhance portfolio diversification. The management team looks to add value by avoiding the inefficiencies of passive commodity indexing, seeking out additional excess return opportunities within commodity markets and actively managing the collateral portfolio. Bloomberg Commodity Index Total Return is an unmanaged index composed of futures contracts on a number of physical commodities. The index is designed to be a highly liquid and diversified benchmark for commodities as an asset class. The futures exposures of the benchmark are collateralized by US T-bills. It is not possible to invest directly in an unmanaged index. Performance quoted represents past performance. Past performance is not a guarantee or a reliable indicator of future results. Investment return and the principal value of an investment will fluctuate. Shares may be worth more or less than original cost when redeemed.

Search the FT Search. The Fund may also invest in common and preferred securities as well as convertible securities of issuers in commodity-related industries.

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You have not saved any content. None of the information on this page is directed at any investor or category of investors. The fund seeks to capture the performance potential of commodities through derivative exposure to the broad-based Bloomberg Commodity Index. The fund collateralizes this exposure with a portfolio of TIPS that is designed to serve as an additional source of return and inflation hedge. Commodities have had a positive correlation with inflation, typically appreciating when inflation spikes; they also have had low or negative correlation with stocks and bonds, which can enhance portfolio diversification. The management team looks to add value by avoiding the inefficiencies of passive commodity indexing, seeking out additional excess return opportunities within commodity markets and actively managing the collateral portfolio.

Pimco commodity real return strategy fund

Get our overall rating based on a fundamental assessment of the pillars below. Pimco Commodity Real Return benefits from a consistent approach run by experienced managers with deep resources behind them. Unlock our full analysis with Morningstar Investor. Morningstar brands and products.

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Please Select Your Advisor Type. You are sharing 0 items :. Stephen Rodosky Start Date. The more spread apart the data, the higher the deviation. Cancel Continue. Manage Subscriptions. Target Date Funds. Portfolio information in the charts is based on the fund's net assets. The Subsidiary unlike the Fund may invest without limitation in commodity-linked swap agreements and other commodity-linked derivative instruments. Show more Tech link Tech. The fund seeks to capture the performance potential of commodities through derivative exposure to the broad-based Bloomberg Commodity Index. PIMCO does not provide legal or tax advice.

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Shares may be worth more or less than original cost when redeemed. Rankings begin with the inception of the actual share class. Equities may decline in value due to both real and perceived general market, economic, and industry conditions. Investors should consider the investment objectives, risks, charges and expenses of the funds carefully before investing. Certain Funds may offer a share class with an inception date which is different than the inception date of the Fund. When determining the target allocation for the strategy, PIMCO may use proprietary quantitative models. All data as of chart date range buttons Daily. The derivative instruments in which the Fund and the Subsidiary primarily intend to invest are instruments linked to certain commodity indices and instruments linked to the value of a particular commodity or commodity futures contract, or a subset of commodities or commodity futures contracts. Email is verified. Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Performance does not take into account the maximum initial sales charge and would be lower if it did. The Net Expense Ratio reflects a contractual fee waiver related to the Fund's subsidiary that will not terminate so long as PIMCO's advisory contract with the Fund's subsidiary is in place.