Pimco commodity real return strategy fund

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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. Search the FT Search. Show more World link World. Show more US link US. Show more Companies link Companies.

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.

A disciplined and diversified commodity offering. Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations.

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.

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.

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. Investing Ideas. Start a 7-Day Free Trial. Process Pillar.

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A disciplined and diversified commodity offering. The highlighted items cannot be added to my contents. Bond investments may be worth more or less than the original cost when redeemed. All data as of chart date range buttons Daily. Cancel Continue. Email is verified. Congratulations on personalizing your experience. Nav Mop. United States. Parent Pillar. Financial Times Close. Municipal Bond. Foreign Large Blend Funds. Diversification Asset type. Process Pillar.

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A word about risk : Investing in the bond market is subject to risks, including market, interest rate, issuer, credit, inflation risk, and liquidity risk. Current reductions in bond counterparty capacity may contribute to decreased market liquidity and increased price volatility. Add to Your Watchlists New watchlist. Results are not indicative of future performance. The more spread apart the data, the higher the deviation. Total return performance does not reflect the deduction of taxes that a shareholder would pay on fund distributions or the redemption of fund shares. Market-Based NAV Per Share : The Market-Based NAV is the net asset value per share, calculated using available market quotations or an appropriate substitute that reflects current market conditions rounded to the fourth decimal place. Per cent of portfolio in top 5 holdings: Government; portfolios that invest in such securities are not guaranteed and will fluctuate in value. Rodosky is a managing director in the Newport Beach office and a portfolio manager for real return and U. Bonds and bond strategies with longer durations tend to be more sensitive and volatile than those with shorter durations; bond prices generally fall as interest rates rise, and the current low interest rate environment increases this risk.