PIMCO Inflation Response Multi Asset Fund (PIRMX.O)

At A Glance

You hold PIRMX.O in 0 portfolios

Net Asset Value

8.60USD

 0.05 +0.58%

08/08/2022

Category
Mixed Equity
YTD Return (Cumulative)
 -1.08%
Classification
Flexible Portfolio
5 Year Return (Annualized)
 6.57%
Lipper Index
Lipper Flex Port Fd IX
Lipper Leader Profile (Overall)
Total Return
Consistent Return
Capital Preservation
Low Expense
Tax Efficiency(U.S. only)

Growth of $10,000 over 10 years »

 PIRMX

The Growth of $10,000 chart includes reinvestment of dividends and capital gains, but does not reflect the effect of any applicable sales or redemption charges which would lower these figures.

Fund Profile

Fund FamilyPimco
Inception Date08/31/2011
Portfolio Turnover211%
Dividend Yield--
Fund ManagerTeam Managed
Manager Tenure--
Pimco
650 Newport Center Drive
Newport Beach, CA 92660

Fees, Expenses, & Minimums

Load TypeInstitutional
Total Expense Ratio0.71%
Max 12b-1 Fee Ratio--
Early Redemption Fee--
Initial Investment$1,000,000
Subsequent Investments--
Initial IRA Investments--
Subsequent IRA Investments--

Investment Strategy

The Fund seeks total return which exceeds that of its benchmark. The Fund seeks to achieve its investment objective by investing under normal circumstances in a combination of Fixed Income Instruments of varying maturities. The Fund may also invest up to 25% of its total assets in equity-related investments.

Overall Lipper Leaders Ratings & Fund Profile »

Similar
Rating/
Category
Total Return
 
416
Consistent Return
 
412
Capital Preservation
 
4604
Low Expense
 
218
Tax Efficiency (U.S. only)
 
416

About the ratings...

Total Return reflects the fund's historical total return performance relative to its peers. Consistent Return reflects the funds's historical risk-adjusted returns relative to its peers. The Capital Preservation is relative, rather that absolute...More »

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