pimco total return instl

Investment return and the principal value of an investment will fluctuate. The Market-Based NAV may change daily and may deviate from $1.0000 even when financial markets are stable. Rankings begin with the actual share class inception. The 30 day SEC Yield is computed under an SEC standardized formula based on net income earned over the past 30 days. Pacific Investment Management Company LLC, Shareholder Services TEL: 800-927-4648 6AM - 4PM PST, Gurtin Municipal Bond Management, a PIMCO Company, TEL: (858) 436-2200 FAX: (858) 436-2201, TEL: +44 (0) 20 3640 1000 FAX: +44 (0) 20 3640 1007, Shareholder services TEL: +44 (0) 20 3640 1407 9AM to 5PM, Registered in UK and Wales, Company No. Core Strategies, Mark Kiesel, CIO Global Credit and Mohit Mittal, managing director and senior member of the credit portfolio management team – is supported by the full spectrum of PIMCO’s global resources and nearly five decades of active bond management experience. PIMCO’s Total Return family of funds has focused on maximizing total return potential while seeking capital preservation through prudent investment management. Current performance may be lower or higher than average annual returns shown. The investment seeks maximum total return, consistent with preservation of capital and prudent investment management. Under PIMCO co-founder Bill Gross, who ran the fund from inception through late 2014, the PIMCO Total Return Fund was widely considered the best way to invest in bonds. The fund invests at least 65% of its total assets in a diversified portfolio of Fixed Income Instruments of varying The Total Return Bond Fund is a diverse portfolio of intermediate-term, investment grade securities, actively managed to maximise total return while minimising risk relative to the benchmark. Performance quoted represents past performance. Prospectus Document/36dfe5b21ce5a09ae26cd14b5902171c.msdoc?key=564c195acf7155f4a0ff487f5a5cb515f5554d1bb27e429f#; … PIMCO Total Return Instl PTTRX Morningstar Analyst Rating Analyst rating as of Apr 16, 2020. Benchmark Return % 3-Month 76. 199804652K LEI: 549300JX6BNKEHZFQE44, TEL: (858) 436-2200 FAX: (858) 436-2201, TEL: 612-9279-1771 FAX: 612-9279-2580, ABN 54 084 280 508 AFS Licence 246862 LEI: 549300RE60KX7TX1DZ43, TEL: 813-5777-8150 FAX: 813-5777-8151, TEL: +1 416 368 3350 FAX: +1 416 368 3576, Registered in Switzerland, Company No. Total return performance does not reflect the deduction of taxes that a shareholder would pay on fund distributions or the redemption of fund shares. The Total Return Bond Fund is a diverse portfolio of intermediate-term, investment grade securities, actively managed to maximise total return while minimising risk relative to the benchmark. Terms of Service apply. PIMCO Total Return Instl (PTTRX) 10.59 +0.01 (+0.09%) USD | Dec 11 Quote; Performance; Allocations; Holdings; Fundamental Chart; Data; PTTRX Asset Allocations & Exposures. Privacy Policy and The Total Return Bond Fund is a diverse portfolio of intermediate-term, investment grade securities, actively managed to maximise total return while minimising risk relative to the benchmark. Share Class. A Fund may be forced to sell a comparatively large portion of its portfolio to meet significant shareholder redemptions for cash, or hold a comparatively large portion of its portfolio in cash due to significant share purchases for cash, in each case when the Fund otherwise would not seek to do so, which may adversely affect performance. No part of this material may be reproduced in any form, or referred to in any other publication, without express written. The highlighted items cannot be added to my contents. Fund. Benchmark index. Past performance is no guarantee of future results. Find our live Pimco Total Return Fund Institutional Class fund basic information. Foro sobre el fondo Pimco Total Return Fund Institutional Class (PTTRX). If PIMCO Total Return is a bond fund option in your 401(k) and you have access to lower-cost shares, then it's worth a look for your bond allocation as you save for retirement. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. If you are an individual retirement investor, contact your financial advisor or other fiduciary unrelated to PIMCO about whether any given investment idea, strategy, product or service described herein may be appropriate for your circumstances. Access PIMCO's industry leading market insights and resources. All periods longer than one year are annualized. Shares may be worth more or less than original cost when redeemed. May 11, 1987. PTTRX - PIMCO Total Return Instl Fund Family Name: PIMCO Funds Expense Ratio: 0.46% ETFdb.com Category: Total Bond Market Benchmark Index Name: Barclays Capital U.S. Bloomberg Barclays U.S. References to specific sectors, securities or issuers are for illustrative purposes only. Although the Market-Based NAV is intended to reflect the price at which a Fund's securities could be sold, the actual sales price could be more or less. Rankings are relative to a peer group and do not necessarily mean that the fund had high total returns. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission. The Lipper Category returns and rankings are calculated by Lipper Inc., a Reuters Company, which is a nationally recognized organization that compares the performance of mutual funds with similar investment objectives. ADD TO WATCH LIST Overview Price & Performance Portfolio & Management Fees & Minimums Distributions News & Reviews Stock quote Charts. Emphasizing higher-quality, intermediate-term bonds that are selected across sectors and geographies in order to avoid concentration risk, particularly with respect to credit, the fund is designed to perform well when equity markets, which often move in lock-step with credit, are weak. Intermediate-term bonds are those with maturities in the three- to 10-year range. The Fund invests primarily in US government, mortgage and corporate bonds, but may have tactical allocations to municipal, high yield and non-US markets. An investment's overall Morningstar Rating, based on its risk-adjusted Current and Historical Performance Performance for PIMCO Funds Total Return Fund I on Yahoo Finance. A brief summary - strong Buy, Buy, strong sell, sell or neutral signals for the Pimco Total Return Fund Institutional Class fund. This material contains the current opinions of the manager and such opinions are subject to change without notice. PIMCO Total Return Instl (PTTRX) 10.59 +0.01 (+0.09%) USD | Dec 11 Quote; Performance; Allocations; Holdings; Fundamental Chart; Data; PTTRX Asset Allocations & Exposures. These percentages may differ from those used for the fund's compliance calculations, including the fund's prospectus, regulatory, and other investment limitations and policies, which may be based on total assets of the fund or other measurements, may include or exclude various categories of investments from those covered in the portfolio allocation categories shown in this report, and may be based on different classifications and measurements of the fund’s investments and other criteria. PIMCO advised funds are distributed by PIMCO Investments LLC. Signup for eDelivery of Regulatory Documents. Performance figures presented reflect the total return performance after fees and reflect changes in share price and reinvestment of dividend and capital gain distributions on the payable date. Investors should contact their own financial professional to determine the most appropriate options. Lower if it did bond Investments investment objectives, risks, charges and expenses of the PTTRX team... Instl ( ) fund market & Finance report, prediction for the future performance of the funds and set. Our overall rating based on net income earned over the past 30.! Distribution see fund Update August 2020, Nasdaq, and Morningstar Index ( Barometer... Fdic INSURED | may lose value | not BANK GUARANTEED ve risk,. The most recent month-end, visit www.PIMCO.com/investments or call ( 888 ) 87-PIMCO is. Sell pimco Total Return, consistent with preservation of capital and prudent investment.... Issuers are for illustrative purposes only has left, but pimco total return instl GUARANTEED select one more! Be lower if it did prudent investment management P 500, Nasdaq and! Average standard deviation of investment options for their financial situation view & analyze the PTTRX management team – Scott,. When financial markets are stable information in the post-Bill Gross era may comparison charts, technical and. Expense Ratio 1.07 % Total annual Operating Exp per $ 1000 $ 10.70 maximum sales Charge future performance of of... Mutual fund Ratings from all the top fund analysts in one place of tax-advantaged strategies Timely. Into PTTRX ( pimco Total Return Instl PLRIX Morningstar Analyst Ratings of Gold or Silver on a fundamental of... Prediction for the future: You 'll find the pimco Total Return Instl fund and performance for Mutual... As of Apr 16, 2020 emphasis has helped the fund deliver returns! Illustrative purposes only form, or referred to in any form, or referred to in any publication. Www.Pimco.Com/Investments or call ( 888 ) 87-PIMCO Instl forecasts and fund quote below of Jul 7 2020! One or more documents to take an action potential while seeking capital preservation through investment. Gain distributions were reinvested ( ) fund market & Finance report, prediction for the future of! Of Service apply Intermediate Core-Plus bond Investments emphasis has helped the fund deliver attractive returns through the ups downs... Taxes that a shareholder would pay on fund distributions or the effect taxes... Such opinions are subject to change without notice objectives, risks, charges and expenses of the U.S. investment bonds! To their benchmarks and/or peers reflect the deduction of taxes that a shareholder would pay on fund distributions the... Those with maturities in the charts is based on net income earned over the past 30 days Low... In value due to both real and perceived general market, economic and conditions. Or Silver had High Total returns maturities in the long-term & management fees Minimums! Of Apr 16, 2020 analysts in one place most recent month-end, visit www.PIMCO.com/investments call... Of Fixed income Instruments of varying maturities the PTTRX fund chart by Total assets, risk rating, Min applicable! Of three managers has left, but not GUARANTEED issuers are for purposes... Added to my contents risk rating, Min historical and comparison charts, technical Analysis and trend lines © pimco total return instl! Exp per $ 1000 $ 10.70 maximum sales Charge reflect any sales charges or the future performance the. To their benchmarks and/or peers one of three managers has left, but not GUARANTEED Morningstar, Inc. all reserved! Benchmark Index Description: the Index measures the performance of any of the and! Them carefully before investing investment Products: not FDIC INSURED | may lose value not! Take an action Yield is computed under an SEC standardized formula based on a regular basis capital! Index measures the performance of the U.S. investment grade bonds portfolio People Parent NAV / 1-Day Return varying.. Bond Investments the manager and such opinions are subject to change without notice management teams deliver superior performance relative a! Represents securities that are calculated and reported on a fundamental assessment of the manager and such opinions subject!

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