Total Return Mutual Fund Money Managers
PTRRX Fund | USD 8.66 0.03 0.35% |
Break down of Total Return's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Total Return's future under-performance.
Total |
Symbol | PTRRX |
Name | Total Return Fund |
Type | Mutual Fund |
Country | United States |
Exchange | NMFQS |
Information on Total Return Fund Leadership is currently not available.
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Total Return Net Asset Comparison
Total Return Fund is rated top fund in net asset among similar funds. Total Asset Under Management (AUM) of Intermediate Core-Plus Bond category is currently estimated at about 77.19 Billion. Total Return totals roughly 69.25 Billion in net asset claiming about 90% of all funds under Intermediate Core-Plus Bond category.
Total Return Benchmark Summation
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The output start index for this execution was zero with a total number of output elements of sixty-one. Total Return Price Series Summation is a cross summation of Total Return price series and its benchmark/peer.
About Total Return Management Performance
The success or failure of an entity such as Total Return often depends on how effective the management is. Total Return management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Total management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Total management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
The fund invests at least 65 percent 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. It invests primarily in investment-grade debt securities, but may invest up to 20 percent of its total assets in high yield securities. It may invest up to 30 percent of its total assets in securities denominated in foreign currencies, and may invest beyond this limit in U.S. dollar-denominated securities of foreign issuers.
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Total Return Annual Yield
In accordance with the recently published financial statements, Total Return Fund has an Annual Yield of 0.0381%. This is 90.93% lower than that of the PIMCO family and significantly higher than that of the Intermediate Core-Plus Bond category. The annual yield for all United States funds is notably lower than that of the firm.
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.Other Information on Investing in Total Mutual Fund
Total Return financial ratios help investors to determine whether Total Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Total with respect to the benefits of owning Total Return security.
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