Mutual Fund Insights: PIMCO RealRetirement 2050 Instl Fund (PRMIX)

In-depth Analysis of PIMCO RealRetirement 2050 Instl Fund (PRMIX)

3 months 6 months 1 year 3 year 5 year

See PIMCO RealRetirement 2050 Instl Fund (PRMIX) performance details as of January 31, 2010

  

Last Trade: $7.99 on 3/19/2010, Change: -0.03 (-0.37%)

  

Fund Manager - Vineer Bhansali

Fund Manager Tenure: 1.7 years
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)

Vineer Bhansali , Ph.D. Dr. Bhansali is an Executive Vice President, portfolio manager, firm-wide head of analytics for portfolio management, and a senior member of PIMCO's portfolio management group. Dr. Bhansali joined the firm in 2000, previously having been associated with Credit Suisse First Boston as a vice president in proprietary fixed-income trading. Prior to that, he was a proprietary trader for Salomon Brothers in New York and worked in the global derivatives group at Citibank.  Get more insights on Vineer Bhansali

  

 What we like about PIMCO RealRetirement 2050 Instl Fund (PRMIX)

Data for PIMCO RealRetirement 2050 Instl Fund (PRMIX) as of January 31, 2010

• PIMCO RealRetirement 2050 Instl Fund (PRMIX) is a new fund and has been performing well against its peers for both three-month and 1-year performance
• PIMCO RealRetirement 2050 Instl Fund (PRMIX) has good short-term performance (1-year return 43.60% vs 37.82% Target Date 2050+ category average)
• PIMCO RealRetirement 2050 Instl Fund (PRMIX) ratio of up-years vs down years is greater than 2
• PIMCO RealRetirement 2050 Instl Fund (PRMIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

 What we are cautious about PIMCO RealRetirement 2050 Instl Fund (PRMIX)

Data for PIMCO RealRetirement 2050 Instl Fund (PRMIX) as of January 31, 2010

• PIMCO RealRetirement 2050 Instl Fund (PRMIX) management has been with PIMCO RealRetirement 2050 Instl Fund for only 1.7 years, it is hard to judge manager's ability based on this fund's operation record
• PIMCO RealRetirement 2050 Instl Fund (PRMIX) has a higher management fee of 0.95% than its Target Date 2050+ average of 0.62%

See PIMCO RealRetirement 2050 Instl Fund (PRMIX) performance details as of January 31, 2010

  

  

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PIMCO RealRetirement 2050 Instl Fund (PRMIX) Net Asset

Track net asset change of PIMCO RealRetirement 2050 Instl fund (PRMIX)

Date	Net Asset
01/2010	$2.97M
11/2009	$3.01M
10/2009	$2.76M

More historic net asset information on PIMCO RealRetirement 2050 Instl Fund (PRMIX)

  

PIMCO RealRetirement 2050 Instl Fund (PRMIX) Portfolio Allocation

Track portfolio allocation change of PIMCO RealRetirement 2050 Instl fund (PRMIX)

Date	Cash	Stock	Bond	Other
09/2009	33.58%	5.48%	52.56%	8.39%
06/2009	19.39%	6.13%	69.14%	5.33%
03/2009	37.88%	9.74%	49.11%	3.27%

Click here to see more historic asset allocation information on PIMCO RealRetirement 2050 Instl Fund (PRMIX)

  

Most Recent Top 10 Holdings in PIMCO RealRetirement 2050 Instl Fund (PRMIX)

Discover what PIMCO RealRetirement 2050 Instl Fund (PRMIX) manager is buying

30-Sep-09 PIMCO StocksPlus Instl [22.16%] PIMCO International StocksPLUS TR Str I [21.07%] US Treasury (Fut) [20.35%] PIMCO Global Advantage Strategy Bd Instl [13.42%] PIMCO Real Estate Real Return Strategy I [11.02%] Pimco Fds Private Account Portfolio Ser [6.89%] iShares MSCI Emerging Markets Index [4.41%] Vanguard Emerging Markets Stock ETF [4.14%] Allianz NACM Emerging Mkt Opp I [3.75%] Iro Gbp 15y P 3.4550 09/15/23 Hus [3.56%]

30-Jun-09 Irs Aud R 3mbb/4.5 06/15/10 Uag [137.42%] PIMCO StocksPLUS Instl [21.84%] PIMCO International StocksPLUS TR Str I [20.2%] US Treasury Bond (Fut) [14.42%] PIMCO Small Cap StocksPLUS TR Inst [13.29%] PIMCO Real Estate Real Return Strategy I [9.11%] PIMCO FDS PRIVATE ACCOUNT PORTFOLIO SER [8.13%] Stif Fund (Usd) [4.65%] iShares MSCI Emerging Markets Index [4.32%] Vanguard Emerging Markets Stock ETF [4.03%]

31-Mar-09 PIMCO StocksPLUS Instl [21.52%] Irs Usd P 5.0/3ml 12/17/08 Brc [19.99%] PIMCO International StocksPLUS TR Str I [19.44%] US Treasury Bond (Fut) [19.42%] PIMCO Small Cap StocksPLUS TR Inst [12.49%] Irs Usd P 4.0/3ml 06/17/09 Boa [10.91%] PIMCO Real Estate Real Return Strategy I [8.11%] Irs Usd P 5.0/3ml 12/17/08 Myc [5.91%] Irs Usd P 4.0/3ml 06/17/09 Ryl [5.46%] iShares MSCI Emerging Markets Index [4.08%]

Click here for Stock Holding Change Map in PIMCO RealRetirement 2050 Instl Fund (PRMIX)

  

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Latest News on PIMCO RealRetirement 2050 Instl (PRMIX)

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See more information on PIMCO RealRetirement 2050 Instl Fund (PRMIX)

• PIMCO RealRetirement 2050 Instl Fund Insights
• PIMCO RealRetirement 2050 Instl Fund Performance Data
• PIMCO RealRetirement 2050 Instl Fund News
• PIMCO RealRetirement 2050 Instl Fund Score Explaination
• PIMCO RealRetirement 2050 Instl Fund Manager Information
• Historic PIMCO RealRetirement 2050 Instl Fund Asset Allocation Report
• Historic PIMCO RealRetirement 2050 Instl Fund Top 10 Holding Tracking
• Historic PIMCO RealRetirement 2050 Instl Fund Asset Under Management Tracking