Mutual Fund Insights: PIMCO Commodity Real Ret Strat Instl Fund (PCRIX)

In-depth Analysis of PIMCO Commodity Real Ret Strat Instl Fund (PCRIX)

3 months 6 months 1 year 3 year 5 year

See PIMCO Commodity Real Ret Strat Instl Fund (PCRIX) performance details as of January 31, 2010

  

Last Trade: $8.18 on 3/17/2010, Change: +0.09 (1.11%)

  

Fund Manager - Mihir Worah

Fund Manager Tenure: 2.2 years   [Similar Funds: PCRAX  PCRBX  PCRCX  PCRDX  PCRPX  PCRRX ]
Fundmojo Fund Grade: B (Score: 0.69)     (What does this score mean?)

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.  Get more insights on Mihir Worah

  

 What we like about PIMCO Commodity Real Ret Strat Instl Fund (PCRIX)

Data for PIMCO Commodity Real Ret Strat Instl Fund (PCRIX) as of January 31, 2010

• PIMCO Commodity Real Ret Strat Instl Fund (PCRIX) is a new fund and has been performing well against its peers for both three-month and 1-year performance
• PIMCO Commodity Real Ret Strat Instl Fund (PCRIX) has good short-term performance (1-year return 35.54% vs 20.62% Commodities Broad Basket category average)
• PIMCO Commodity Real Ret Strat Instl Fund (PCRIX) has good mid-term performance (3-year return -2.35% vs -7.78% Commodities Broad Basket category average)
• PIMCO Commodity Real Ret Strat Instl Fund (PCRIX) has good Long-term performance (5-year return 1.45% vs -3.08% Commodities Broad Basket category average)
• PIMCO Commodity Real Ret Strat Instl Fund (PCRIX) is less volatile than its peers as it has a 3-year Standard Deviation of 29.73, lower than category average of 29.99
• PIMCO Commodity Real Ret Strat Instl Fund (PCRIX) has a lower management fee than its Commodities Broad Basket average: 0.74% vs 1.39%
• PIMCO Commodity Real Ret Strat Instl Fund (PCRIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

 What we are cautious about PIMCO Commodity Real Ret Strat Instl Fund (PCRIX)

Data for PIMCO Commodity Real Ret Strat Instl Fund (PCRIX) as of January 31, 2010

• PIMCO Commodity Real Ret Strat Instl Fund (PCRIX) management has been with PIMCO Commodity Real Ret Strat Instl Fund for only 2.2 years, it is hard to judge manager's ability based on this fund's operation record
• PIMCO Commodity Real Ret Strat Instl Fund is a focused fund with 83.23% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• PIMCO Commodity Real Ret Strat Instl Fund (PCRIX) ratio of up-years vs down years can be improved

See PIMCO Commodity Real Ret Strat Instl Fund (PCRIX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Commodities Broad Basket category?

Below are some additional Commodities Broad Basket mutual funds generated out of our database

• See top fund managers for Commodities Broad Basket Category Funds
• Browse other funds in Commodities Broad Basket Category

  

PIMCO Commodity Real Ret Strat Instl Fund (PCRIX) Net Asset

Track net asset change of PIMCO Commodity Real Ret Strat Instl fund (PCRIX)

Date	Net Asset
01/2010	$10.36B
11/2009	$10.95B
10/2009	$9.93B

More historic net asset information on PIMCO Commodity Real Ret Strat Instl Fund (PCRIX)

  

PIMCO Commodity Real Ret Strat Instl Fund (PCRIX) Portfolio Allocation

Track portfolio allocation change of PIMCO Commodity Real Ret Strat Instl fund (PCRIX)

Date	Cash	Stock	Bond	Other
09/2009	51.48%	0%	40.32%	8.2%
06/2009	11.56%	0%	75.75%	12.7%
03/2009	27.7%	0%	62.97%	9.34%

Click here to see more historic asset allocation information on PIMCO Commodity Real Ret Strat Instl Fund (PCRIX)

  

Most Recent Top 10 Holdings in PIMCO Commodity Real Ret Strat Instl Fund (PCRIX)

Discover what PIMCO Commodity Real Ret Strat Instl Fund (PCRIX) manager is buying

30-Sep-09 Pimco Cayman Cmdty Fd Ltd Instl [14.56%] US Treasury Note 1.875% [9.8%] US Treasury Note 3% [9.15%] US Treasury Note 2% [8.79%] US Treasury Note 1.875% [7.82%] US Treasury Note 2.5% [7.6%] FNMA [6.9%] Pimco Fds Private Account Portfolio Ser [6.66%] US Treasury Note 2% [6.22%] US Treasury Note 2.625% [5.73%]

30-Jun-09 Pimco Cayman Cmdty Fd Ltd Instl [13.41%] US Treasury Note 3% [10.07%] US Treasury Note 2% [10.04%] US Treasury Note 1.875% [9.84%] FNMA [9.7%] US Treasury Note 2.5% [8.68%] US Treasury Note 2.625% [8.29%] US TREASURY NOTE [7.82%] US Treasury Note 2% [6.79%] PIMCO FDS PRIVATE ACCOUNT PORTFOLIO SER [5.63%]

31-Mar-09 Pimco Cayman Cmdty Fd Ltd Instl [19.97%] US TREASURY NOTE [11%] US Treasury Note 2% [9.81%] US Treasury Note 2.625% [9.01%] US Treasury Note 2% [8.32%] US Treasury Note 3% [8.17%] US Treasury Note 2.5% [7.83%] US Treasury Note 1.875% [7.72%] US Treasury Note 1.625% [5.86%] FNMA [5.61%]

Click here for Stock Holding Change Map in PIMCO Commodity Real Ret Strat Instl Fund (PCRIX)

  

Related books and products to PIMCO Commodity Real Ret Strat Instl Fund (PCRIX)

  

Latest News on PIMCO Commodity Real Ret Strat Instl (PCRIX)

See what is happening with PIMCO Commodity Real Ret Strat Instl Fund (PCRIX)

Yahoo! Finance: RSS feed not found See more news on PIMCO Commodity Real Ret Strat Instl Fund (PCRIX)

 

Books and Resources

 

 

See more information on PIMCO Commodity Real Ret Strat Instl Fund (PCRIX)

• PIMCO Commodity Real Ret Strat Instl Fund Insights
• PIMCO Commodity Real Ret Strat Instl Fund Performance Data
• PIMCO Commodity Real Ret Strat Instl Fund News
• PIMCO Commodity Real Ret Strat Instl Fund Score Explaination
• PIMCO Commodity Real Ret Strat Instl Fund Manager Information
• Historic PIMCO Commodity Real Ret Strat Instl Fund Asset Allocation Report
• Historic PIMCO Commodity Real Ret Strat Instl Fund Top 10 Holding Tracking
• Historic PIMCO Commodity Real Ret Strat Instl Fund Asset Under Management Tracking