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PIMCO Commodity Real Ret Strat D (PCRDX) Fund Ranking and Research

Ranking, Research and Recommendation of PIMCO Commodity Real Ret Strat D (PCRDX) Fund

    Last Trade: $4.59 on 12/17/2014, Change: +0.02 (0.44%)

 

Graph of PIMCO Commodity Real Ret Strat D Fund (PCRDX) ManagerFund Manager - Mihir P. Worah

Fund Manager Information

Fund Manager Tenure: 7.0 years
Similar Funds: PCRAX  PCRBX  PCRCX  PCRIX  PCRPX  PCRRX 
Fund Family: PIMCO
Fund Category: Commodities Broad Basket
Fund Performance: Nov 29, 2014
Fundmojo Fund Grade: B (Score: 0.63)     (What does this score mean?)
Mr. Worah is a managing director in the Newport Beach office, a portfolio manager, and head of the Real Return portfolio management team. He was previously a member of the analytics team and worked on real and nominal term structure modeling and options pricing. Prior to joining PIMCO in 2001, he was a postdoctoral research associate at the University of California, Berkeley, and the Stanford Linear Accelerator Center, where he built models to explain the difference between matter and anti-matter. He has nine years of investment experience and holds a Ph.D. in theoretical physics from the University of Chicago.  Get more insights on Mihir P. Worah

 

Graph of PIMCO Commodity Real Ret Strat D Fund (PCRDX) ProfilePIMCO Commodity Real Ret Strat D Fund (PCRDX) Profile

Fund Profile and Description

PIMCO Commodity Real Ret Strat D Fund seeks maximum real return. PIMCO Commodity Real Ret Strat D Fund normally invests in commodity-linked derivative instruments backed by a portfolio of inflation-indexed securities and other fixed-income instruments. It seeks to gain exposure to the commodity markets primarily through investments in leveraged or unleveraged commodity index-linked notes. PIMCO Commodity Real Ret Strat D Fund may also invest up to 10% of total assets in preferred stocks. It is non-diversified.

 

PIMCO Commodity Real Ret Strat D (PCRDX) Fund Strength What we like about PIMCO Commodity Real Ret Strat D (PCRDX) Fund

Data for PIMCO Commodity Real Ret Strat D Fund (PCRDX) as of Nov 29, 2014

  • PIMCO Commodity Real Ret Strat D Fund (PCRDX) management has been with PIMCO Commodity Real Ret Strat D Fund for 7.0 years
  • PIMCO Commodity Real Ret Strat D Fund (PCRDX) has good short-term performance (1-year return -9.79% vs -10.04% Commodities Broad Basket category median performance)
  • PIMCO Commodity Real Ret Strat D Fund (PCRDX) has good mid-term performance (3-year return -8.12% vs -8.18% Commodities Broad Basket category median performance)
  • PIMCO Commodity Real Ret Strat D Fund (PCRDX) has good Long-term performance (5-year return -1.69% vs -3.82% Commodities Broad Basket category median performance)
  • PIMCO Commodity Real Ret Strat D Fund (PCRDX) has a Morningstar rating of 4 and above
  • PIMCO Commodity Real Ret Strat D Fund (PCRDX) has an annual stock turnover rate of 49.00% vs Commodities Broad Basket average of 86.82%. It is good that PIMCO Commodity Real Ret Strat D management does not trade extensively for its return.
  • PIMCO Commodity Real Ret Strat D Fund (PCRDX) has a lower expense ratio than its Commodities Broad Basket average: 1.19% vs 1.30%

PIMCO Commodity Real Ret Strat D Fund (PCRDX) Weakness What we are cautious about PIMCO Commodity Real Ret Strat D (PCRDX) Fund

Data for PIMCO Commodity Real Ret Strat D Fund (PCRDX) as of Nov 29, 2014

  • PIMCO Commodity Real Ret Strat D Fund (PCRDX) ratio of up-years vs down years can be improved
  • PIMCO Commodity Real Ret Strat D Fund (PCRDX) is more volatile than its peers as it has a 3-year Standard Deviation of 13.55 that is higher than category average of 12.14
  • Even though PIMCO Commodity Real Ret Strat D Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
  • Asset base in PIMCO Commodity Real Ret Strat D Fund (PCRDX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support
See PIMCO Commodity Real Ret Strat D Fund (PCRDX) performance details as of Nov 29, 2014

 

What do you think?

 

Compare PIMCO Commodity Real Ret Strat D Fund (PCRDX)Compare with other top Commodities Broad Basket category mutual funds

Aadditional top Commodities Broad Basket mutual funds for your consideration

FundYear to Date1 Year3 year5 year
PIMCO Commodity Real Ret Strat D-9.78-9.79-8.12-1.69
DWS Enhanced Commodity Strategy Inst (SKIRX)-3.81-3.43-4.90-0.48Compare

See top fund managers for Commodities Broad Basket Category Funds

 

Compare PIMCO Commodity Real Ret Strat D Fund (PCRDX)Compare with Commodities Broad Basket category ETFs

Some Commodities Broad Basket ETFs for your consideration

ETFYear to DateOne YearThree Year
United States Commodity Index (USCI)-5.67%-5.28%-4.51%
iShares S&P GSCI Commodity-Indexed Trust (GSG)-22.27%-21.22%-9.53%
PowerShares DB Commodity Index Tracking (DBC)-20.42%-19.95%-9.60%
iPath Pure Beta Broad Commodity ETN (BCM)-13.19%-12.74%-8.26%
iPath Pure Beta S&P GSCI-Weighted ETN (SBV)-12.76%-10.05%-5.61%

 

Graph of PIMCO Commodity Real Ret Strat D Fund (PCRDX) Net Asset TrackingPIMCO Commodity Real Ret Strat D (PCRDX) Fund Net Asset

Track net asset change of PIMCO Commodity Real Ret Strat D fund (PCRDX)

DateNet Asset
11/2014$11.98B
10/2014$12.85B
09/2014$13.07B
More historic net asset information on PIMCO Commodity Real Ret Strat D Fund (PCRDX)

  

Graph of PIMCO Commodity Real Ret Strat D Fund (PCRDX) Portfolio TrackingPIMCO Commodity Real Ret Strat D (PCRDX) Fund Portfolio Allocation

Track portfolio allocation change of PIMCO Commodity Real Ret Strat D fund (PCRDX)

DateCashStockBondOther
06/201417.38%0.25%50.76%25.9%
03/20149.14%0%59.22%26.67%
12/20138.6%0%62.05%19.18%
Click here to see more historic asset allocation information on PIMCO Commodity Real Ret Strat D Fund (PCRDX)

 

graph of PIMCO Commodity Real Ret Strat D Fund (PCRDX) Top 10 Position TrackingTop 10 Holdings in PIMCO Commodity Real Ret Strat D (PCRDX) Fund

Discover what PIMCO Commodity Real Ret Strat D Fund (PCRDX) manager is buying

Jun 29, 2014
Pimco Cayman Cmdty Fd Ltd Instl [28.83%]
US Treasury TIP 1.25% [9.63%]
5 Year US Treasury Note Future Sept14 [7.36%]
FNMA [4.59%]
NYSE/Liffe 10 Year US Treasury Note Future Sept14 [3.56%]
US Treasury TIP [3.35%]

Mar 30, 2014
Pimco Cayman Cmdty Fd Ltd Instl [28.21%]
US Treasury TIP 1.25% [9.01%]
5 Year US Treasury Note Future June14 [7.11%]
US TREASURY TIP [3.07%]
Fin Fut Euro$ Cme 09/14/15 [2.59%]

Dec 30, 2013
Pimco Cayman Cmdty Fd Ltd Instl [23.78%]
Fin Fut Euro$ Cme 03/14/16 [11.97%]
US Treasury TIP 1.25% [10.64%]
Fin Fut Us 5yr Cbt 03/31/14 [7.32%]
US Treasury TIP [4.65%]
Fin Fut Euro$ Cme 09/14/15 [4.62%]
Irs Usd 3.500 12/18/13-30y Cme [4.06%]
Click here for Stock Holding Change Map in PIMCO Commodity Real Ret Strat D Fund (PCRDX)

  

Latest News on PIMCO Commodity Real Ret Strat D (PCRDX) Fund

See what is happening with PIMCO Commodity Real Ret Strat D Fund (PCRDX)

 

PIMCO Commodity Real Ret Strat D Fund (PCRDX) Related ResourcesSee more information on PIMCO Commodity Real Ret Strat D (PCRDX) Fund

Popular pages on PIMCO Commodity Real Ret Strat D (PCRDX) Fund