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PTTCX PIMCO Total Return C

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Fund PTTCX PIMCO Total Return C BOND PIMCO Total Return Active ETF SCPYX Scout Core Plus Bond Y  
Similarity
?
100% 91% 87%
Annual Fees
?
$163.42
(1.60% Exp. Ratio)
$56.18
(0.55% Exp. Ratio)
$81.71
(0.80% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.14% annual return
$11,634.67 $15,997.23 $14,833.76
Est. savings over 30 yrs +$4,362.56 +$3,199.09
Return
As of 11/30/16
1 YR RETURN 0.62%
3 YR 0.96%
5 YR 2.26%
10 YR 4.24%
1 YR RETURN 1.94%
3 YR 2.97%
5 YR --
10 YR --
1 YR RETURN 2.08%
3 YR 1.41%
5 YR 3.10%
10 YR 5.94%
Description
The investment seeks maximum total return, consistent with preservation of capital and prudent investment management. The fund invests at least 65% of its total assets in a diversified portfolio of Fixed Income Instruments of varying maturities, which may be represented by forwards or derivatives such as options, futures contracts, or swap agreements. It invests primarily in investment-grade debt securities, but may invest up to 20% of its total assets in high yield securities. It may invest up to 30% of its total assets in securities denominated in foreign currencies, and may invest beyond this limit in U.S. dollar-denominated securities of foreign issuers.
The investment seeks maximum total return, consistent with preservation of capital and prudent investment management. The fund invests under normal circumstances at least 65% of its total assets in a diversified portfolio of Fixed Income Instruments of varying maturities, which may be represented by forwards or derivatives such as options, futures contracts, or swap agreements. It invests primarily in investment-grade debt securities, but may invest up to 10% of its total assets in high yield securities ("junk bonds") rated B or higher.
The investment seeks a high level of total return consistent with the preservation of capital. Under normal circumstances, the fund invests at least 80% of its net assets in bonds of varying maturities, including mortgage- and asset-backed securities. The bonds in which the fund may invest also include other fixed income instruments such as debt securities, to-be-announced securities and other similar instruments issued by various U.S. and non-U.S. public- or private-sector entities.

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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.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.

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

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

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