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PIMCO Real Estate Real Return Strategy D (PETDX) Fund Ranking and Research

Ranking, Research and Recommendation of PIMCO Real Estate Real Return Strategy D (PETDX) Fund

    Last Trade: $3.56 on 7/29/2015, Change: +0.02 (0.56%)

 

Graph of PIMCO Real Estate Real Return Strategy D Fund (PETDX) ManagerFund Manager - Jeremie J. Banet

Fund Manager Information

Fund Manager Tenure: 0.6 years
Similar Funds: PETAX  PETCX  PETPX 
Fund Family: PIMCO
Fund Category: Real Estate
Fund Performance: May 30, 2015
Fundmojo Fund Grade: N/A (Score: *Manager is New*)     (What does this score mean?)

 

Graph of PIMCO Real Estate Real Return Strategy D Fund (PETDX) ProfilePIMCO Real Estate Real Return Strategy D Fund (PETDX) Profile

Fund Profile and Description

PIMCO Real Estate Real Return Strategy D Fund seeks maximum real return consistent with prudent investment management. PIMCO Real Estate Real Return Strategy D Fund normally invests in real estate-linked derivative instruments backed by a portfolio of inflation-indexed securities and other Fixed-Income Instruments. It may invest up to 30% of total assets in securities denominated in foreign currencies and may invest beyond this limit in U.S. dollar denominated securities of foreign issuers. PIMCO Real Estate Real Return Strategy D Fund may also invest up to 10% of total assets in preferred stocks. PIMCO Real Estate Real Return Strategy D Fund is non-diversified.

 

PIMCO Real Estate Real Return Strategy D (PETDX) Fund Strength What we like about PIMCO Real Estate Real Return Strategy D (PETDX) Fund

Data for PIMCO Real Estate Real Return Strategy D Fund (PETDX) as of May 30, 2015

  • PIMCO Real Estate Real Return Strategy D Fund (PETDX) has good short-term performance (1-year return 10.11% vs 9.92% Real Estate category median performance)
  • PIMCO Real Estate Real Return Strategy D Fund (PETDX) has good Long-term performance (5-year return 18.12% vs 13.36% Real Estate category median performance)
  • PIMCO Real Estate Real Return Strategy D Fund (PETDX) ratio of up-years vs down years is greater than 2
  • PIMCO Real Estate Real Return Strategy D Fund (PETDX) has a lower expense ratio than its Real Estate average: 1.14% vs 1.34%

PIMCO Real Estate Real Return Strategy D Fund (PETDX) Weakness What we are cautious about PIMCO Real Estate Real Return Strategy D (PETDX) Fund

Data for PIMCO Real Estate Real Return Strategy D Fund (PETDX) as of May 30, 2015

  • PIMCO Real Estate Real Return Strategy D Fund (PETDX) management has been with PIMCO Real Estate Real Return Strategy D Fund for only 0.6 years, it is hard to judge manager's ability based on this fund's operation record
  • PIMCO Real Estate Real Return Strategy D Fund (PETDX) has a less-than-ideal mid-term performance (3-year return 9.81% vs 11.64% Real Estate category median performance)
  • PIMCO Real Estate Real Return Strategy D Fund (PETDX) has a Morningstar rating of 3 and below
  • PIMCO Real Estate Real Return Strategy D Fund (PETDX) has an annual stock turnover rate of 202.00% that is higher than the Real Estate average of 57.01%. This could mean PIMCO Real Estate Real Return Strategy D is more nimble, but also signal potential high tax impact and high trading fees
  • PIMCO Real Estate Real Return Strategy D Fund (PETDX) is more volatile than its peers as it has a 3-year Standard Deviation of 18.82 that is higher than category average of 12.51
  • Even though PIMCO Real Estate Real Return Strategy D Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
  • As a Real Estate focused fund, PIMCO Real Estate Real Return Strategy D Fund (PETDX) is less diversified and has inherited sector risks associated with the fund
  • Asset base in PIMCO Real Estate Real Return Strategy D Fund (PETDX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support
See PIMCO Real Estate Real Return Strategy D Fund (PETDX) performance details as of May 30, 2015

 

What do you think?

 

Compare PIMCO Real Estate Real Return Strategy D Fund (PETDX)Compare with other top Real Estate category mutual funds

Aadditional top Real Estate mutual funds for your consideration

FundYear to Date1 Year3 year5 year
PIMCO Real Estate Real Return Strategy D0.3710.119.8118.12
Alpine Realty Income & Growth Instl (AIGYX)-0.3311.8413.3714.83Compare
Cohen & Steers Real Estate Securities A (CSEIX)0.5714.5914.3614.40Compare
Principal Real Estate Securities P (PIRPX)-1.1712.2113.5814.42Compare

See top fund managers for Real Estate Category Funds

 

Compare PIMCO Real Estate Real Return Strategy D Fund (PETDX)Compare with Real Estate category ETFs

Some Real Estate ETFs for your consideration

ETFYear to DateOne YearThree Year
PowerShares Active U.S. Real Estate (PSR)-4.34%9.97%11.44%
First Trust S&P REIT Idx (FRI)-2.11%9.37%11.88%
iShares FTSE NAREIT Real Estate 50 (FTY)-1.98%9.22%10.67%
iShares FTSE EPRA/NAREIT North America (IFNA)-3.45%8.93%11.25%
iShares Dow Jones US Real Estate (IYR)-1.25%8.86%11.23%

 

Graph of PIMCO Real Estate Real Return Strategy D Fund (PETDX) Net Asset TrackingPIMCO Real Estate Real Return Strategy D (PETDX) Fund Net Asset

Track net asset change of PIMCO Real Estate Real Return Strategy D fund (PETDX)

DateNet Asset
05/2015$2.19B
04/2015$2.51B
03/2015$2.51B
More historic net asset information on PIMCO Real Estate Real Return Strategy D Fund (PETDX)

  

Graph of PIMCO Real Estate Real Return Strategy D Fund (PETDX) Portfolio TrackingPIMCO Real Estate Real Return Strategy D (PETDX) Fund Portfolio Allocation

Track portfolio allocation change of PIMCO Real Estate Real Return Strategy D fund (PETDX)

DateCashStockBondOther
03/201514.34%0.43%46.17%38.16%
12/201416.71%0.36%46.16%36.01%
09/201421.86%0.33%42.46%33.69%
Click here to see more historic asset allocation information on PIMCO Real Estate Real Return Strategy D Fund (PETDX)

 

graph of PIMCO Real Estate Real Return Strategy D Fund (PETDX) Top 10 Position TrackingTop 10 Holdings in PIMCO Real Estate Real Return Strategy D (PETDX) Fund

Discover what PIMCO Real Estate Real Return Strategy D Fund (PETDX) manager is buying

Mar 30, 2015
US Treasury TIP [27.51%]
Dwrtft Trs Equity 1ml+32 Boa [24.32%]
Dwrtft Trs Equity 1ml+32 Gst [23.85%]
Fin Fut Euro$ Cme (Wht) 03/14/16 [22.36%]
US Treasury Note [21.02%]
Fin Fut Euro$ Cme (Wht) 12/14/15 [18.66%]
Dwrtft Trs Equity 1ml+36 Brc [16.64%]
Dwrtft Trs Equity 1ml+28 Jpm [12.35%]
Dwrtft Trs Equity 1ml+33.5 Gst [11%]
Irs Gbp 1.250 06/17/15-2y Cme [9.87%]

Dec 30, 2014
Dwrtft Trs Equity 1ml+32 Gst [30.44%]
Dwrtft Trs Equity 1ml+32 Boa [23.1%]
US Treasury TIP [19.73%]
Dwrtft Trs Equity 1ml+36 Brc [14.88%]
Fin Fut Euro$ Cme (Red) 03/14/16 [12.61%]
Dwrtft Trs Equity 1ml+28 Jpm [11.98%]
US Treasury TIP 1.25% [11.04%]
Dwrtft Trs Equity 1ml+33.5 Gst [10.12%]
Irs Eur 0.550 01/17/14-2y Cme [9.07%]
US Treasury TIP 2.375% [8.22%]

Sep 29, 2014
Dwrtft Trs Equity 1ml+32 Boa [35.54%]
US Treasury TIP [24.78%]
Dwrtft Trs Equity 1ml+32 Gst [22.46%]
Dwrtft Trs Equity 1ml+36 Brc [16.21%]
Dwrtft Trs Equity 1ml+28 Jpm [14.61%]
Irs Eur 0.550 01/17/14-2y Cme [11.72%]
10 Year US Treasury Note Future Dec14 [10.61%]
US Treasury TIP 1.25% [10.34%]
US Treasury TIP 2.375% [10.1%]
Irs Mxn 4.300 09/03/15-1y (Red) Cme [9.8%]
Click here for Stock Holding Change Map in PIMCO Real Estate Real Return Strategy D Fund (PETDX)

  

Latest News on PIMCO Real Estate Real Return Strategy D (PETDX) Fund

See what is happening with PIMCO Real Estate Real Return Strategy D Fund (PETDX)

 

PIMCO Real Estate Real Return Strategy D Fund (PETDX) Related ResourcesSee more information on PIMCO Real Estate Real Return Strategy D (PETDX) Fund

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