Pimco commodity real return strategy fund

The chart shows how frequently the fund's 3M return is positive or negative.

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.

Pimco commodity real return strategy fund

Congratulations on personalizing your experience. Email is verified. Thank you! Multiplies the most recent dividend payout amount by its frequency and divides by the previous close price. Holdings in Top Expense Ratio 1. Turnover Standard Taxable. Fund Type. Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Higher turnover means higher trading fees. Sharenow is an executive vice president in the Newport Beach office and a portfolio manager focusing on real assets. Sharenow was previously senior energy economist at Goldman Sachs. He holds bachelor's degrees in mathematical methods in the social sciences and in economics from Northwestern University. Rodosky is a managing director in the Newport Beach office and a portfolio manager for real return and U.

Individual investors should contact their own financial professional to determine the most appropriate investment options for their financial situation.

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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. 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.

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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Investment return and the principal value of an investment will fluctuate. High-yield, lower-rated, securities involve greater risk than higher-rated securities; portfolios that invest in them may be subject to greater levels of credit and liquidity risk than portfolios that do not. Delete Delete Share Share. Diversification Asset type. Asset Allocation. Non-US stock. Steve A. Asset Allocation. Duration in Years Effective Duration yrs - 2. Income from municipal bonds is exempt from federal income tax and may be subject to state and local taxes and at times the alternative minimum tax. 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. Sharenow is an executive vice president in the Newport Beach office and a portfolio manager focusing on real assets. The Fund invests in commodity-linked derivative instruments, including swap agreements, futures, options on futures, commodity index-linked notes and commodity options that provide exposure to the investment returns of the commodities markets, without investing directly in physical commodities. The risk-free rate is subtracted from the rate of return for a portfolio and the result is divided by the standard deviation of the risk-free rate subtracted from the portfolio returns.

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The fund collateralizes this exposure with a portfolio of TIPS that is designed to serve as an additional source of return and inflation hedge. Effective duration is the duration for a bond with an embedded option when the value is calculated to include the expected change in cash flow caused by the option as interest rates change. Morningstar brands and products. Top 5 holdings as a per cent of portfolio This material has been distributed for informational purposes only and should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. 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. Price USD Thank you! Large Growth Funds. New Funds have limited operating histories for investors to evaluate and new and smaller Funds may not attract sufficient assets to achieve investment and trading efficiencies. It is not possible to invest directly in an unmanaged index. Search the FT Search. Municipal Bond. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission.