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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: $4.59 on 10/30/2014, Change: +0.03 (0.66%)

 

Graph of PIMCO Real Estate Real Return Strategy D Fund (PETDX) ManagerFund Manager - Mihir P. Worah

Fund Manager Information

Fund Manager Tenure: 6.8 years
Similar Funds: PETAX  PETBX  PETCX  PETPX 
Fund Family: PIMCO
Fund Category: Real Estate
Fund Performance: Sep 29, 2014
Fundmojo Fund Grade: A (Score: 0.71)     (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 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 Sep 29, 2014

  • PIMCO Real Estate Real Return Strategy D Fund (PETDX) management has been with PIMCO Real Estate Real Return Strategy D Fund for 6.8 years
  • PIMCO Real Estate Real Return Strategy D Fund (PETDX) has good short-term performance (1-year return 14.23% vs 12.96% Real Estate category median performance)
  • PIMCO Real Estate Real Return Strategy D Fund (PETDX) has good mid-term performance (3-year return 16.54% vs 15.80% Real Estate category median performance)
  • PIMCO Real Estate Real Return Strategy D Fund (PETDX) has good Long-term performance (5-year return 21.09% vs 15.04% 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 1.32%

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 Sep 29, 2014

  • 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 81.00% that is higher than the Real Estate average of 55.44%. 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 19.96 that is higher than category average of 15.33
  • 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 Sep 29, 2014

 

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 D20.0414.2316.5421.09
Alpine Realty Income & Growth Instl (AIGYX)14.4314.9416.9416.32Compare
Cohen & Steers Real Estate Securities I (CSDIX)14.3914.7617.1216.10Compare
Forward Real Estate Long/Short Inv (FFSRX)12.5911.1217.8215.35Compare

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
iShares FTSE NAREIT Industrial/ (FNIO)9.89%9.23%14.61%
PowerShares KBW Premium Yield E (KBWY)7.62%8.58%18.67%
Market Vectors Mortgage REIT ETF (MORT)19.53%25.82%13.68%
Schwab US REIT ETF (SCHH)21.64%24.44%13.85%
iShares FTSE NAREIT Retail Cp Idx (RTL)12.54%15.00%18.46%

 

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
09/2014$2.17B
08/2014$2.81B
07/2014$3.48B
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
06/201410.36%0.3%40.68%43.71%
03/20148.53%0.23%42.66%41.98%
12/20138.03%0.43%45.25%39.89%
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

Jun 29, 2014
Dwrtft Trs Equity 1ml+32 Boa [23.42%]
Dwrtft Trs Equity 1ml+45 Brc [19.64%]
Dwrtft Trs Equity 1ml+42 Brc [14.85%]
Dwrtft Trs Equity 1ml+32 Gst [14.42%]
US TREASURY TIP [10.26%]
Dwrtft Trs Equity 1ml+28 Jpm [9.38%]
Dwrtft Trs Equity 1ml+47 Brc [8.63%]
Irs Eur 0.550 01/17/14-2y Cme [7.89%]

Mar 30, 2014
Trs 1ml+45/Dwrtft Index Brc [18.8%]
Trs 1ml+37/Dwrtft Index Boa [16.9%]
Trs 1ml+42/Dwrtft Index Brc [14.59%]
Trs 1ml+39/Dwrtft Index Brc [13.81%]
Fin Fut Euro$ Cme 12/14/15 [10.9%]
Trs 1ml+47/Dwrtft Index Brc [10.81%]
US TREASURY TIP [10.08%]
Irs Eur 0.550 01/17/14-2y Cme [8.13%]

Dec 30, 2013
Trs 1ml+45/Dwrtft Index Brc [18.24%]
Trs 1ml+37/Dwrtft Index Boa [16.8%]
Fin Fut Euro$ Cme 12/14/15 [15.25%]
Trs 1ml+42/Dwrtft Index Brc [14.15%]
Trs 1ml+39/Dwrtft Index Brc [13.75%]
Trs 1ml+47/Dwrtft Index Brc [13.5%]
US TREASURY TIP [10.52%]
US Treasury TIP 2.375% [7.8%]
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

Popular pages on PIMCO Real Estate Real Return Strategy D (PETDX) Fund