Mutual Fund Insights: PIMCO Total Return Instl Fund (PTTRX)

In-depth Analysis of PIMCO Total Return Instl Fund (PTTRX)

3 months 6 months 1 year 3 year 5 year

Fund Manager - William H. Gross

 What we like about PIMCO Total Return Instl Fund (PTTRX)

Data for PIMCO Total Return Instl Fund (PTTRX) as of February 28, 2010

• PIMCO Total Return Instl Fund (PTTRX) management has been with PIMCO Total Return Instl Fund for 22.9 years
• PIMCO Total Return Instl Fund (PTTRX) has good mid-term performance (3-year return 9.46% vs 4.66 % Intermediate-Term Bond category average)
• PIMCO Total Return Instl Fund (PTTRX) has good Long-term performance (5-year return 7.34% vs 4.27 % Intermediate-Term Bond category average)
• PIMCO Total Return Instl Fund (PTTRX) ratio of up-years vs down years is greater than 2
• PIMCO Total Return Instl Fund (PTTRX) has a Morningstar rating of 4 and above
• PIMCO Total Return Instl Fund (PTTRX) is less volatile than its peers as it has a 3-year Standard Deviation of 4.87, lower than category average of 5.99
• PIMCO Total Return Instl Fund (PTTRX) has a lower management fee than its Intermediate-Term Bond average: 0.45% vs 0.95%
• PIMCO Total Return Instl Fund (PTTRX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

 What we are cautious about PIMCO Total Return Instl Fund (PTTRX)

Data for PIMCO Total Return Instl Fund (PTTRX) as of February 28, 2010

• PIMCO Total Return Instl Fund is a focused fund with 38.87% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• PIMCO Total Return Instl Fund (PTTRX) has a less-than-ideal short-term performance (1-year return 16.66% vs 17.84 % Intermediate-Term Bond category average)
• PIMCO Total Return Instl Fund (PTTRX) is less safe compared to its Intermediate-Term Bond peers
• PIMCO Total Return Instl Fund (PTTRX) has an annual stock turnover rate of 300.00% that is higher than the Intermediate-Term Bond average of 198.44%. This could mean PIMCO Total Return Instl is more nimble, but also signal potential high tax impact and high trading fees

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PIMCO Total Return Instl Fund (PTTRX) Net Asset

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PIMCO Total Return Instl Fund (PTTRX) Portfolio Allocation

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Most Recent Top 10 Holdings in PIMCO Total Return Instl Fund (PTTRX)

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Latest News on PIMCO Total Return Instl (PTTRX)

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Books and Resources

See more information on PIMCO Total Return Instl Fund (PTTRX)

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