Pimco Real Return Fund Quote
| PRTPX Fund | USD 11.98 0.02 0.17% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Pimco Real is trading at 11.98 as of the 22nd of November 2024; that is 0.17% increase since the beginning of the trading day. The fund's open price was 11.96. Pimco Real has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Pimco Real Return are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 23rd of October 2024 and ending today, the 22nd of November 2024. Click here to learn more.
The fund invests at least 80 percent of its net assets in inflation-indexed bonds of varying maturities issued by the U.S. and non-U.S. governments, their agencies or instrumentalities, and corporations. Assets not invested in inflation-indexed bonds may be invested in other types of Fixed Income Instruments. More on Pimco Real Return
Moving against Pimco Mutual Fund
Pimco Mutual Fund Highlights
| Fund Concentration | PIMCO Funds, Large Funds, Inflation-Protected Bond Funds, Inflation-Protected Bond, PIMCO (View all Sectors) |
| Update Date | 30th of September 2024 |
Pimco Real Return [PRTPX] is traded in USA and was established 22nd of November 2024. Pimco Real is listed under PIMCO category by Fama And French industry classification. The fund is listed under Inflation-Protected Bond category and is part of PIMCO family. This fund at this time has accumulated 245.41 M in assets with no minimum investment requirementsPimco Real Return is currently producing year-to-date (YTD) return of 1.02% with the current yeild of 0.17%, while the total return for the last 3 years was -12.51%.
Check Pimco Real Probability Of Bankruptcy
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Pimco Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Pimco Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Pimco Real Return Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Pimco Real Return Risk Profiles
| Mean Deviation | 0.5939 | |||
| Standard Deviation | 0.7487 | |||
| Variance | 0.5605 | |||
| Risk Adjusted Performance | (0.09) |
Pimco Real Against Markets
Other Information on Investing in Pimco Mutual Fund
Pimco Real financial ratios help investors to determine whether Pimco 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 Pimco with respect to the benefits of owning Pimco Real security.
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