Statements (62)
| Predicate | Object |
|---|---|
| gptkbp:instance_of |
gptkb:fund
|
| gptkbp:bfsLayer |
4
|
| gptkbp:bfsParent |
gptkb:PIMCO
|
| gptkbp:capital |
large cap
|
| gptkbp:cultural_representation |
highly diversified
|
| gptkbp:distribution |
monthly
|
| gptkbp:duration |
intermediate
|
| gptkbp:financial_performance |
4 stars
annual performance review daily liquidity diversified bond portfolio historical returns available regular analysis conducted |
| gptkbp:focus_area |
U. S. bonds
|
| gptkbp:historical_documentation |
prospectus available
|
| https://www.w3.org/2000/01/rdf-schema#label |
PIMCO Total Return Fund
|
| gptkbp:inception |
1987-05-01
|
| gptkbp:investment |
gptkb:railway_line
active management institutional and retail investors $1,000 long-term subject to market fluctuations fixed income securities value-oriented income generation risk-adjusted returns in-house research team automatic reinvestment total return core bond |
| gptkbp:is_reviewed_by |
annual review
|
| gptkbp:managed_by |
gptkb:PIMCO
|
| gptkbp:manager |
gptkb:Daniel_Ivascyn
|
| gptkbp:market |
high liquidity
|
| gptkbp:performance |
gptkb:Bloomberg_U._S._Aggregate_Bond_Index
available online varies annually above average Sharpe ratio |
| gptkbp:rating |
investment grade
|
| gptkbp:receives_funding_from |
dividends
financial advisors $100 billion 0.85% positive outlook compared to peers available through brokers bond fund active management approach PIMCO management team |
| gptkbp:regulatory_body |
gptkb:SEC
|
| gptkbp:regulatory_compliance |
compliance with regulations
|
| gptkbp:risk_factor |
medium to high
credit risk market risk interest rate risk |
| gptkbp:scholarships |
gptkb:PIMCO_Funds
|
| gptkbp:stock_exchange |
Institutional Class
|
| gptkbp:symbol |
PTTAX
|
| gptkbp:type_of |
taxable
|
| gptkbp:updates |
quarterly updates
|