|
gptkbp:instance_of
|
gptkb:fund
|
|
gptkbp:assets
|
$100 billion
|
|
gptkbp:capital
|
large cap
|
|
gptkbp:distribution
|
monthly
|
|
gptkbp:duration
|
intermediate
|
|
gptkbp:financial_performance
|
4 stars
|
|
gptkbp:financial_support
|
gptkb:PIMCO_Funds
|
|
gptkbp:focus_area
|
U. S. bonds
|
|
gptkbp:fund_advisors
|
financial advisors
|
|
gptkbp:fund_analysis
|
regular analysis conducted
|
|
gptkbp:fund_availability
|
available through brokers
|
|
gptkbp:fund_compliance
|
compliance with regulations
|
|
gptkbp:fund_documentation
|
prospectus available
|
|
gptkbp:fund_investor
|
institutional and retail investors
|
|
gptkbp:fund_liquidity
|
daily liquidity
|
|
gptkbp:fund_outlook
|
positive outlook
|
|
gptkbp:fund_performance_review
|
annual performance review
|
|
gptkbp:fund_returns
|
historical returns available
|
|
gptkbp:fund_review
|
annual review
|
|
gptkbp:fund_risk
|
subject to market fluctuations
|
|
gptkbp:fund_updates
|
quarterly updates
|
|
gptkbp:funding
|
0.85%
bond fund
|
|
gptkbp:has_diversity_initiatives
|
highly diversified
|
|
https://www.w3.org/2000/01/rdf-schema#label
|
PIMCO Total Return Fund
|
|
gptkbp:inception
|
1987-05-01
|
|
gptkbp:investment
|
gptkb:customer_support
$1,000
long-term
value-oriented
income generation
risk-adjusted returns
in-house research team
total return
core bond
|
|
gptkbp:investment_focus
|
fixed income securities
|
|
gptkbp:investment_strategy
|
active management
diversified bond portfolio
|
|
gptkbp:is_funded_by
|
dividends
compared to peers
active management approach
PIMCO management team
|
|
gptkbp:managed_by
|
gptkb:PIMCO
|
|
gptkbp:market
|
high liquidity
|
|
gptkbp:performance
|
gptkb:Bloomberg_U._S._Aggregate_Bond_Index
available online
varies annually
above average
Sharpe ratio
|
|
gptkbp:portfolio_company
|
gptkb:Daniel_Ivascyn
|
|
gptkbp:rating
|
investment grade
|
|
gptkbp:regulatory_body
|
gptkb:SEC
|
|
gptkbp:reinvestment_options
|
automatic reinvestment
|
|
gptkbp:risk_factor
|
credit risk
market risk
interest rate risk
|
|
gptkbp:risk_management
|
medium to high
|
|
gptkbp:shares
|
Institutional Class
|
|
gptkbp:stock_symbol
|
PTTAX
|
|
gptkbp:type_of
|
taxable
|
|
gptkbp:bfsParent
|
gptkb:PIMCO
|
|
gptkbp:bfsLayer
|
5
|