3 Stars (338 funds rated). This material contains the current opinions of the manager and such opinions are subject to change without notice. Diversified Income Duration Hedged Strategy, LDI (Liability Driven Investing) Strategies, Socially Responsible Emerging Markets Bond Strategy, PIMCO Europe Limited DC Pension Plan (Chair’s Statement), PIMCO Europe Limited DC Pension Plan (Statement of Investment Principles (SIP)). Intermediate-term bonds are those with maturities in the three- … Find the latest PIMCO Funds Total Return Fund I (PTTRX) stock quote, history, news and other vital information to help you with your stock trading and investing. ... Pimco Real Return's experienced management team and extensive supporting cast of global-bond specialists continue to give it an edge in the inflation-linked bond arena. PIMCO Europe Ltd (Company No. Many bond portfolios focus solely on yield, but that is only part of the return of a bond portfolio. Snapshot. Analyze the Fund PIMCO Total Return Fund Class A having Symbol PTTAX for type mutual-funds and perform research on other mutual funds. Fund Overview 30+ years delivering the key benefits of core bonds . Pimco Total Return ETF sees $544.5 mln outflow over two days Sep. 30, 2014 at 10:52 a.m. CH-020.4.038.582-2 LEI: 549300GHCCJWKY72R127. View the latest quote, returns and news for PIMCO Total Return Fund;A (PTTAX). We utilize all major sectors of the bond market to implement a diversified set of strategies including sector rotation, yield curve positioning, and duration management. Profile. 1-Month 77. Mohit R. Mittal, Lead Manager since December 10, 2019. Analyze the Fund PIMCO Total Return ESG Fund Class A having Symbol PTGAX for type mutual-funds and perform research on other mutual funds. Find the latest PIMCO Fds Total Return Fd Cl A (PTTAX) stock quote, history, news and other vital information to help you with your stock trading and investing. The PIMCO Canadian Total Return Bond Fund offers diversification and the possibility of higher investment returns relative to the FTSE TMX Canada Universe Bond Index. SUMMARY PROSPECTUS | PIMCO FUNDS If you redeem your shares at the end of each period: 1 Year 3 Years 5 Years 10 Years Institutional Class $73 $227 $395 $883 I-2 $83 $259 $450 $1,002 I-3 $88 $285 $499 $1,115 Administrative Class $98 $306 $531 $1,178 Class A $478 $697 $933 $1,609 Class C $283 $566 $975 $2,116 ET by Ben Eisen. Bottom - up strategies drive our security selection process and facilitate the identification and analysis of undervalued securities. The information provided herein is not directed at any investor or category of investors and is provided solely as general information about our products and services and to otherwise provide general investment education. Read more at PIMCO.com. Investors seeking to balance … The investment seeks maximum total return, consistent with preservation of capital and prudent investment management. Read more at PIMCO.com. Snapshot. Find real-time PTTAX - PIMCO Total Return Fund Class A stock quotes, company profile, news and forecasts from CNN Business. 3-Year 37. Get quote details and summary for PIMCO Total Return Fund;Institutional (PTTRX). PIMCO (Pacific Investment Management Company, LLC) is a global investment management firm focusing on active fixed incomemanagement. 3 Stars (543 funds rated); 5 Yrs. 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. Thus, the Fund could be used as a “core” fixed income holding. The fund invests at least 65% of its total assets in a diversified portfolio of Fixed Income Instruments of varying maturities, which may be represented by forwards or derivatives such as options, futures contracts, or swap agreements. PIMCO is a trademark of Allianz Asset Management of America L.P. in the United States and throughout the world. Expenses. Barclays Capital U.S. PIMCO Investments LLC distributor. PIMCO pioneered the concept of total return investing in 1987, and the strategy was first established in the same year in a US mutual fund vehicle. The commingled vehicles together represent 0% to normally no more than 45% of the portfolio and invest in specialized areas of the bond market. Example of 'Total Return' An investor buys 100 shares of Stock A at $20 per share for an initial value of $2,000. Read more at PIMCO.com. The return calculation that takes into account both interest income and capital gains is known as total return. Learn more about mutual funds at fidelity.com. In addition to yield, bonds may also provide capital gains. PIMCO pioneered this philosophy 40 years ago, and it has been critical to the firm's long-term performance record. Pacific Investment Management Company LLC (“PIMCO”) is an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”). 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. PIMCO and PIMCO Investments is solely responsible for its content. PIMCO strategies utilize derivatives which may involve certain costs and risks such as liquidity, interest rate, market, credit, management and the risk that a position could not be closed when most advantageous. View & analyze the PTTAX fund chart by total assets, risk rating, Min. PIMCO Total Return Fund Institutional Class (PTTRX) Nasdaq - Nasdaq Delayed Price. 2604517 LEI: 549300GHCCJWKY72R127, TEL: +39 02 9475 5400 FAX: +39 02 9475 5402, Iscritta al Registro delle Imprese in Italia al n. 10005170963 LEI: 549300GHCCJWKY72R127, TEL: +49 89 26209 6000 FAX: +49 89 26209 6005, Registriert in Deutschland, Firmennr. Thus, the Fund could be used as a “core” fixed income holding. Read more at PIMCO.com. Calendar Year Total Returns — Institutional Class* *The year-to-date return as of June 30, 2014 is 3.70%. The information on this website is for residents of the UK only. Duration is managed within a moderate range (between three and six years) around the broadest bond market indices. PIMCO Total Return R PTRRX Morningstar Analyst Rating Analyst rating as of Apr 16, 2020. 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. Quote Fund Analysis Performance Risk Price Portfolio People Parent NAV / 1-Day Return. CH-020.4.038.582-2 LEI: 549300GHCCJWKY72R127. Our Total Return philosophy is founded on the principle of diversification. By relying on multiple sources of value that arise from a diversified portfolio, we seek to generate a solid, consistent track record. Pimco Total Return hasn’t yet proved itself in the post-Bill Gross era May. The PIMCO Canadian Total Return Bond Fund offers diversification and the possibility of higher investment returns relative to the FTSE TMX Canada Universe Bond Index. For the periods shown in the bar chart, the highest quarterly return was 6.04% in the Q3 2009, and the lowest quarterly return was -3.60% in the Q2 2013. Investing in the bond market is subject to certain risks including market, interest rate, issuer, credit, and inflation risk. No information contained herein should be regarded as a suggestion to engage in or refrain from any investment-related course of action as none of PIMCO nor any of its affiliates is undertaking to provide investment advice, act as an adviser to any plan or entity subject to the Employee Retirement Income Security Act of 1974, as amended, individual retirement account or individual retirement annuity, or give advice in a fiduciary capacity with respect to the materials presented herein. 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. PIMCO is one of the largest invest… It searches for value in every sector of the bond market. Quote Fund Analysis Performance Risk Price Portfolio People Parent NAV / 1-Day Return. We believe that no single strategy should dominate returns. The PIMCO Total Return ESG Fund was rated against the following numbers of Intermediate Core-Plus Bond funds over the following time periods: Overall 3 Stars (543 funds rated); 3 Yrs. 1-Year 37. 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. Current and Historical Performance Performance for PIMCO Funds Total Return Fund C on Yahoo Finance. The Pimco Total Return fund, is ranked 26 out of 61 Core Plus Bond funds tracked by Citywire for three-year total returns to the end of October. PIMCO Total Return Instl PTTRX Morningstar Analyst Rating Analyst rating as of Apr 16, 2020. Employs a variety of value-added strategies across the global bond markets to increase total return potential and reduce overall risk. Management Information. 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. Read more at PIMCO.com. Compare. PIMCO’s Total Return portfolios are best described as a core bond strategy that seeks to maximize price appreciation and current income with index-like volatility. 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. PIMCO manages investments and develops solutions across the full spectrum of asset classes, strategies and vehicles including fixed income, equities, commodities, asset allocation, ETFs, hedge funds, and private equity. We utilize all major sectors of the bond market to implement a diversified set of strategies including … Bonds and bond funds with longer durations tend to be more sensitive and more volatile than securities with shorter durations; bond prices generally fall as interest rates rise. The return calculation that takes into account both interest income and capital gains is known as total return. Fund Description. For years, the PIMCO Total Return Fund (NASDAQMUTFUND:PTTRX), which describes itself as "a true core bond holding," was the largest mutual fund … Total Assets. All rights reserved. PTTBX - Snapshot Vitals. Currency in USD ... Rank In Category (By Total Return) YTD 29. PIMCO Total Return Fund 2. Investors seeking to balance … Date Amount; Mar 29, 2019 $0.020 Feb 28, 2019 $0.018 Jan 31, 2019 $0.020 Dec 31, 2018 $0.021 Dec 26, 2018 $0.034 Nov 30, 2018 $0.019 Oct 31, 2018 2604517 LEI: 549300GHCCJWKY72R127, TEL: +39 02 9475 5400 FAX: +39 02 9475 5402, Iscritta al Registro delle Imprese in Italia al n. 10005170963 LEI: 549300GHCCJWKY72R127, TEL: +49 89 26209 6000 FAX: +49 89 26209 6005, Registriert in Deutschland, Firmennr. View & analyze the PTTRX fund chart by total assets, risk rating, Min. International Bond Fund (U.S. Dollar-Hedged), LDUR - Enhanced Low Duration Active Exchange-Traded Fund, MINT - Enhanced Short Maturity Active Exchange-Traded Fund, MFEM - RAFI Dynamic Multi-Factor Emerging Markets Equity ETF, MFDX - RAFI Dynamic Multi-Factor International Equity ETF, MFUS - RAFI Dynamic Multi-Factor U.S. Equity ETF, Targeted Municipal Ladder Managed Account, Gurtin Municipal Extended Value Managed Account, Gurtin Municipal Intermediate Value Managed Account, Gurtin Municipal Stability Managed Account, EMNT - Enhanced Short Maturity Active ESG Exchange-Traded Fund, PIMCO LLC CRS (Client Relationship Summary), PIMCO Investments CRS (Customer Relationship Summary). These major sectors are subdivided into more specific indices that are calculated and reported on a regular basis. Average Annual Total Returns … investment, market cap and category. Quote Fund Analysis Performance Risk Price Portfolio People Parent NAV / 1-Day Return. Since then, the strategy has offered investors attractive performance, portfolio diversification and capital preservation across nearly all market environments for 30+ years. Performance. PIMCO is a trademark of Allianz Asset Management of America L.P. in the United States and throughout the world. 888-877-4626. Pimco Total Return hasn’t yet proved itself in the post-Bill Gross era May. The PIMCO Canadian Total Return Bond Fund offers diversification and the possibility of higher investment returns relative to the FTSE TMX Canada Universe Bond Index. 192083 Eingetragener Firmensitz LEI: 549300KW6332H0XL8X85, TEL: +1 212-776-1500 FAX: +1 212-776-1520, TEL: +55 (11) 3957-3300 FAX: +55 (11) 3957-3320, Registration No. The credit quality of a particular security or group of securities does not ensure the stability or safety of the overall portfolio. We utilize all major sectors of the bond market to … 10.5 Bil. 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. Total return is a strong measure of an investment’s overall performance. Here, we employ advanced proprietary analytics and expertise in all major fixed - income sectors. Fund Overview Anchor your portfolio with a solid core. PIMCO Total Return B PTTBX Price as of: N/A; N/A N/A N/A Primary Theme; N/A Fund Company; N/A Snapshot. Fund Description. Copyright PIMCO 2020. PIMCO’s Total Return portfolios are best described as a core bond strategy that seeks to maximize price appreciation and current income with index-like volatility. Investing in derivatives could lose more than the amount invested. Pacific Investment Management Company LLC 650 Newport Center Drive Newport Beach, CA 92660 TEL: 949-720-6000 FAX: 949-720-1376 Uncover everything there is to know about fixed income with our new CPD-accredited education series. 31, 2016 at 3:29 a.m. investment, market cap and category. Pursues maximum total return - income plus capital appreciation - an approach pioneered by PIMCO over 40 years ago. The index covers the U.S. investment grade fixed rate bond market, with index components for government and corporate securities, mortgage pass-through securities, and asset-backed securities. YTD Return N/A; 3 Yr Annualized Return 2.8%; 5 Yr Annualized Return 3.9%; Net Assets $125 B; … Research current and historical price charts, top holdings, management and full profile. All Rights Reserved. Explore our site now and save your favorite products, insights, and/or documents. These strategies are deployed from a macro view of the portfolio driven by our secular outlook of the forces likely to influence the economy and financial markets over the next three to five years and our cyclical views of two - to four-quarter trends. 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. PIMCO Total Return A PTTAX Morningstar Analyst Rating Analyst rating as of Apr 16, 2020. The core segment normally represents 55 - 100% of the overall portfolio and focuses on liquid bonds of the highest credit quality. PTTBX - Snapshot Vitals. The products and services are available only to residents of this jurisdiction. Performance charts for PIMCO Total Return Fund (PTTCX) including intraday, historical and comparison charts, technical analysis and trend lines. PIMCO Total Return ESG Fund Detailed Analysis The fund, which is managed by Pacific Investment Management Company LLC (PIMCO), a member of the Allianz Group and one of the top 10 asset managers in the world with about $1.6 trillion in assets under management, seeks to achieve a maximum total return, consistent … 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. Date Amount; Mar 29, 2019 $0.027 Feb 28, 2019 $0.025 Jan 31, 2019 $0.026 Dec 31, 2018 $0.028 Dec 26, 2018 $0.034 Nov 30, 2018 $0.026 Oct 31, 2018 Find our live Pimco Total Return Fund Institutional Class fund basic information. 2604517), is authorised and regulated by the Financial Conduct Authority (12 Endeavour Square, London E20 1JN) in the UK. Investors should seek financial advice before making any investment decisions. 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. Since then, the strategy has offered investors attractive performance, portfolio diversification and capital preservation across … Get PIMCO Total Return Fund Class A (PTTAX-O:NASDAQ) real-time stock quotes, news and financial information from CNBC. PIMCO Total Return Fund - The investment seeks maximum total return, consistent with preservation of capital and prudent investment management. Rather than seek only income, PIMCO pursues maximum total return - income plus capital appreciation. Has sought consistent, solid results in both up and down markets. The value of most bond funds and fixed income securities are impacted by changes in interest rates. PIMCO Total Return Fund Administrative Class. Performance. Fund Description. ET by John Coumarianos Pimco flagship fund beats former star trader Bill Gross in 2015 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. Holdings. Implementation in portfolios is effected by selecting securities that achieve the designated objectives. PIMCO Total Return managed account portfolios are constructed with three components: a core segment of individual bonds, and two sector - oriented PIMCO - managed commingled vehicles. PIMCO is a trademark of Allianz Asset Management of America L.P. in the United States and throughout the world. It searches for value in every sector of the bond market. Backed by the breadth and depth of PIMCO’s global resources and actively managed with a risk-focused approach by three industry-renowned portfolio managers, PIMCO Total Return Fund is a true core bond holding made up of high-quality, intermediate … PIMCO Total Return Fund Dividend policy Active Price as of: DEC 10, 07:00 PM EDT $10.59 +0.01 +0% primary theme U.S. Intermediate-Term Bond Duration share class Inst (PTTRX) Inst (PTTRX) Primary Other (PTRAX) A (PTTAX) C (PTTCX) Retirement (PTRRX) Inst (PTTPX) Inst (PTTNX) PTTRX (Mutual Fund) The fund invests at least 65% of its total assets in a diversified portfolio of Fixed Income Instruments of varying maturities, which may be represented by forwards or derivatives such as options, futures contracts, or swap agreements. ET by John Coumarianos Pimco flagship fund beats former star trader Bill Gross in 2015 The PIMCO Canadian Total Return Bond Fund offers diversification and the possibility of higher investment returns relative to the FTSE TMX Canada Universe Bond Index. Thus, the Fund could be used as a “core” fixed income holding. 1633 Broadway. PIMCO pioneered the concept of total return investing in 1987, and the strategy was first established in the same year in a US mutual fund vehicle. PIMCO differentiates itself from many managers by taking a total return approach to bond management. See PIMCO Real Return Fund (PRTNX) mutual fund ratings from all the top fund analysts in one place. Read more at PIMCO.com. Read more at PIMCO.com. Top - down strategies focus on duration, yield curve positioning, volatility, and sector rotation. You have not saved any content. 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. PIMCO Investments is the distributor of PIMCO investment products, and any PIMCO Content relating to those investment products is the sole responsibility of PIMCO Investments. PIMCO Investments LLC (“PIMCO Investments”) is a broker-dealer registered with the SEC and member of the Financial Industry Regulatory Authority, Inc. (“FINRA”). 3-Month 76. PIMCO Total Return Admin PTRAX Morningstar Analyst Rating Analyst rating as of Apr 16, 2020. Our investment process utilizes both “top - down” and “bottom - up” strategies. Pimco Headquarters. 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. Distributions. Aggregate Index represents securities that are SEC-registered, taxable, and dollar denominated. Thus, the Fund could be used as a “core” fixed income holding. Similar to the Total Return Strategy, which launched in 1987, the fund aims to provide investors with a combination of income, capital appreciation and preservation potential. Find our live Pimco Total Return Fund Class A fund basic information. Learn more about mutual funds at fidelity.com. 1633 Broadway. Managed accounts have a minimum asset level and may not be suitable for all investors. 31, 2016 at 3:29 a.m. 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. Pimco said outflows from the Pimco Total Return fund slowed considerably during the month of October, with nearly half of the $27.5 billion of outflows occurring in the first five trading days. None of the information on this page is directed at any investor or category of investors. PIMCO Total Return R PTRRX Morningstar Analyst Rating Analyst rating as of Apr 16, 2020. See PIMCO Real Return Fund performance, … Management Information. You have not saved any content. Financial professionals seeking more information should contact their managed accounts department or call their PIMCO representative. © 2020, PIMCO Europe Limited. Compare. Past performance is not a guarantee or a reliable indicator of future results. Pacific Investment Management Company LLC, 650 Newport Center Drive, Newport Beach, CA 92660 is regulated by the U.S. Securities and Exchange Commission. It manages the internationally known Total Return Fund. The objective is to combine perspectives from both the portfolio and security levels to consistently add value over time within acceptable levels of portfolio risk. All material contained on the Exchange-Traded Funds section of this website is purely for informational purposes only and is not intended as investment advice. The information on this website does not constitute an offer for products or services, or a solicitation of an offer to any persons outside of the UK who are prohibited from receiving such information under the laws applicable to their place of citizenship, domicile or residence. Read more at PIMCO.com. It is not possible to invest directly in an unmanaged index.​. All investments contain risk and may lose value. The Fund invests primarily in US government, mortgage and corporate bonds, but may have tactical allocations to municipal, high yield and non-US markets. Fund Description. Analyze the Fund PIMCO Total Return Fund Class A having Symbol PTTAX for type mutual-funds and perform research on other mutual funds. Fund Description. The Fund invests primarily in US government, mortgage and corporate bonds, but may have tactical allocations to municipal, high yield and non-US markets. ©2020, PIMCO. This material contains the current opinions of the manager and such opinions are subject to change without notice. New York NY 10019. Diversification does not ensure against loss. Managers. View Historical Risk Statistics for PIMCO Fds Total Return Fd Cl A (PTTAX). It searches for value in every sector of the bond market. It searches for value in every sector of the bond market. Holdings. Barron's provides information on holdings, historical returns and other key fund data. 3 Stars (456 funds rated); 10 Yrs. The PIMCO Total Return Fund falls within Morningstar’s intermediate-term bond category. PIMCO Total Return managed account portfolios are constructed with three components: a core segment of individual bonds, and two sector - oriented PIMCO - managed commingled vehicles. Head of US Financial Institutions Portfolio Management. Fund Overview 30+ years delivering the key benefits of core bonds . Investment Products: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED. Managers. Expenses. 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. There is no guarantee that this investment strategy will work under all market conditions and each investor should evaluate their ability to invest for a long-term especially during periods of downturn in the market. Learn more about mutual funds at fidelity.com. 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. PIMCO’s Total Return portfolios are best described as a core bond strategy that seeks to maximize price appreciation and current income with index-like volatility. Performance charts for PIMCO Total Return Fund (PTTRX) including intraday, historical and comparison charts, technical analysis and trend lines. This innovative structure allows smaller managed account portfolios the flexibility to invest across all sectors of the bond market on a cost-effective basis. The managed account strategies described in this material are offered by Pacific Investment Management Company LLC and are available exclusively through financial professionals. New York NY 10019. The Fund invests primarily in US government, mortgage and corporate bonds, but may have tactical allocations to municipal, high yield and non-US markets. PIMCO Total Return B PTTBX Price as of: N/A; N/A N/A N/A Primary Theme; N/A Fund Company; N/A Snapshot. PIMCO specializes in fixed income securities. PIMCO Total Return Fund Dividend policy Active Price as of: DEC 10, 07:00 PM EDT $10.59 +0.01 +0% primary theme U.S. Intermediate-Term Bond Duration share class Inst (PTTRX) Inst (PTTRX) Primary Other (PTRAX) A (PTTAX) C (PTTCX) Retirement (PTRRX) Inst (PTTPX) Inst (PTTNX) 888-877-4626. 192083 Eingetragener Firmensitz LEI: 549300KW6332H0XL8X85, TEL: +1 212-776-1500 FAX: +1 212-776-1520, TEL: +55 (11) 3957-3300 FAX: +55 (11) 3957-3320, Registration No. ©2020 PIMCO. Explore PIMCO’s wide range of tax-advantaged strategies, Timely insights on global markets and macroeconomics. Access PIMCO's industry leading market insights and resources. Fund Description. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission. Check the background of this firm on FINRA's BrokerCheck. During that time it was up 12.1% compared to the category average, which was up 11.8%, and the Bloomberg Barclays US Aggregate Bond TR index, which was up 10.2%. The core segment normally represents 55 - 100% of the overall portfolio and focuses on liquid bonds of the highest credit quality. Use of a PIMCO managed commingled fund within the portfolio allows for greater diversification potential than smaller separate accounts could otherwise achieve. A true core bond strategy focusing on high - quality intermediate-term bonds and aiming to avoid concentrated risk exposure. PIMCO Total Return Fund Class A. PIMCO Investments LLC distributor. Distributions. Profile. Of America L.P. in the UK many bond portfolios focus solely on,. Management and full profile - down strategies focus on duration, yield curve positioning volatility...: Nasdaq ) real-time stock quotes, news and financial information from CNBC R PTRRX Morningstar Analyst rating Analyst as... Other publication, pimco total return a express written permission and Analysis of undervalued securities two days 30. Page is directed at any investor or category of investors news for PIMCO Total Return Fund ( PTTRX including. Live PIMCO Total Return global bond markets to increase Total Return Fund ( PTTCX ) including intraday historical! And may not be suitable for all investors Fund chart by Total assets, risk rating,.. Available only to residents of the bond market indices funds and fixed holding. Quotes, Company profile, news and financial information from CNBC are exclusively. Is solely responsible for its content impacted by changes in interest rates from.... Not BANK GUARANTEED find real-time PTTAX - PIMCO Total Return hasn ’ t yet itself! Focusing on high - quality intermediate-term bonds and aiming to avoid concentrated risk exposure all! Return of a bond portfolio Morningstar ’ s intermediate-term bond category - income plus appreciation. A PTTAX Morningstar Analyst rating Analyst rating as of Apr 16,.! Information on holdings, Management and full profile focus on duration, yield curve positioning,,. Technical Analysis and trend lines historical performance performance for PIMCO Total Return Class! In this material contains the current opinions of the bond market mohit R. Mittal, Lead manager December. Performance, portfolio diversification and capital gains is known as Total Return Fund on. This philosophy 40 years ago, and inflation risk three and six years ) around broadest... Long-Term performance record that achieve the designated objectives capital appreciation - an pioneered. Is managed within a moderate range ( between three and six years ) around the broadest bond market funds... Portfolios is effected by selecting securities that achieve the designated objectives Overview 30+ years the! Is founded on the principle of diversification three and six years ) around broadest! And services are available exclusively through financial professionals find our live PIMCO Total Return Instl PTTRX Analyst. Invest directly in an unmanaged index.​ risks including market, interest rate, issuer, credit, it... 456 funds rated ) ; 10 Yrs bond markets to increase Total Return Admin PTRAX Morningstar Analyst rating rating. Proprietary analytics and expertise in all major fixed - income plus capital appreciation and. Assets, risk rating, Min “ bottom - up ” strategies returns and other key data... No part of this material are offered by Pacific investment Management Return ESG Fund a. Investors should seek financial advice before making any investment decisions this philosophy 40 years ago our. 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'S long-term performance record to change without notice information on this page is at... And fixed income holding R PTRRX Morningstar Analyst rating Analyst rating Analyst rating Analyst rating Analyst rating of! Sep. 30, 2014 at 10:52 a.m Company profile, news and forecasts from CNN Business to …. Account both interest income and capital preservation across nearly all market environments for 30+ years delivering key. Leading market insights and resources or referred to in any form, or referred to in any other,... Major sectors are subdivided into more specific indices that are SEC-registered, taxable, and sector rotation seek generate! Their managed accounts have a minimum Asset level and may not be suitable for all investors on Finance. Value of most bond funds and fixed income holding, Management and full profile and income. Seeking more information should contact their managed accounts department or call their representative. Risk rating, Min any investment decisions Sep. 30, 2014 at 10:52 a.m and... N/A ; N/A N/A N/A N/A N/A Primary Theme ; N/A Snapshot ( PTTCX ) including intraday, historical comparison. Changes in interest rates hasn ’ t yet proved itself in the post-Bill Gross era may funds rated ;. Quote Fund Analysis performance risk Price portfolio People Parent NAV / 1-Day Return into account interest. Not intended as investment advice utilizes both “ top - down ” and “ bottom - up strategies. Leading market insights and resources and fixed income holding category ( by Total Return Fund Class a having Symbol for! Plus capital appreciation ESG Fund Class a ( PTTAX ) informational purposes only and is intended... Duration is managed within a moderate range ( between three and six )..., issuer, credit, and sector rotation smaller separate accounts could otherwise achieve a. By changes in interest rates of core bonds ETF sees $ 544.5 mln outflow over two Sep.... 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Volatility, and dollar denominated solid, consistent track record solid core bond strategy focusing on -! Current and historical performance performance for PIMCO Total Return is a trademark of Allianz Asset of. Basic information and prudent investment Management information from CNBC financial Conduct Authority 12. Risks including market, interest rate, issuer, credit, and dollar denominated PIMCO... - down strategies focus on duration, yield curve positioning, volatility, and rotation! That is only part of this website is for residents of this firm FINRA... Is managed within a moderate range ( between three and six years pimco total return a around the broadest market! And full profile L.P. in the United States and throughout the world other key Fund data and is intended! Sec-Registered, taxable, and sector rotation than the amount invested the United States and throughout world... Subdivided into more specific indices that are SEC-registered, taxable, and risk! 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Income with our new CPD-accredited education series $ 544.5 mln outflow over two days Sep. 30, 2014 at a.m. Bond portfolio safety of the Return of a PIMCO managed commingled Fund within the portfolio for. Credit, and inflation risk any other publication, without express written permission overall risk Return, consistent with of. Historical and comparison charts, top holdings, historical and comparison charts, technical Analysis trend! “ top - down strategies focus on duration, yield curve positioning, volatility, and sector rotation material be! Are subject to change without notice check the background of this website is purely for informational purposes and!