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PCRAX PIMCO Commodity Real Ret Strat A

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Fund PCRAX PIMCO Commodity Real Ret Strat A UCI UBS ETRACS CMCI Total Return ETN  
Similarity
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100% 87%
Annual Fees
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$120.28
(1.19% Exp. Ratio)
$55.59
(0.55% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.07% annual return
$9,619.93 $11,675.85
Est. savings over 30 yrs +$2,055.92
Return
As of 11/30/16
1 YR RETURN 7.89%
3 YR -12.38%
5 YR -10.37%
10 YR -4.85%
1 YR RETURN 11.49%
3 YR -11.59%
5 YR -8.65%
10 YR --
Description
The investment seeks maximum real return, consistent with prudent investment management. The fund seeks to achieve its investment objective by investing under normal circumstances in commodity-linked derivative instruments backed by a portfolio of inflation-indexed securities and other Fixed Income Instruments. "Fixed Income Instruments" include bonds, debt securities and other similar instruments issued by various U.S. and non-U.S. public- or private-sector entities. It will seek to gain exposure to the commodity markets primarily through investments in leveraged or unleveraged commodity index-linked notes.
The investment seeks to track the price and performance yield, before fees and expenses, of the UBS Bloomberg Constant Maturity Commodity index. The fund is designed to be a diversified benchmark for commodities as an asset class. The index is comprised of 28 futures contracts with up to five different maturities for each individual commodity.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

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