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PFBDX PIMCO Foreign Bond (Unhedged) D

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Fund PFBDX PIMCO Foreign Bond (Unhedged) D GBIUX Goldman Sachs Global Income R6  
Similarity
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100% 85%
Annual Fees
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$91.70
(0.90% Exp. Ratio)
$69.29
(0.68% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.89% annual return
$13,384.16 $14,304.84
Est. savings over 30 yrs +$920.67
Return
As of 12/31/16
1 YR RETURN 3.40%
3 YR -1.17%
5 YR -0.72%
10 YR 4.01%
1 YR RETURN 3.46%
3 YR 3.29%
5 YR 3.48%
10 YR 4.06%
Description
The investment seeks maximum total return, consistent with preservation of capital and prudent investment management. The fund invests at least 80% of its assets in Fixed Income Instruments that are economically tied to foreign (non-U.S.) countries, representing at least three foreign countries, which may be represented by forwards or derivatives such as options, futures contracts or swap agreements. It may invest, without limitation, in derivative instruments, such as options, futures contracts or swap agreements, or in mortgage- or asset-backed securities. The fund may also invest up to 10% of its total assets in preferred stocks.
The investment seeks a high total return, emphasizing current income, and, to a lesser extent, providing opportunities for capital appreciation. The fund normally invests at least 80% of its net assets plus any borrowings for investment purposes (measured at the time of purchase) ("Net Assets") in a portfolio of fixed income securities of U.S. and foreign issuers. Foreign securities include securities of issuers located outside the U.S. or securities quoted or denominated in a currency other than the U.S. dollar. It also enters into transactions in foreign currencies, typically through the use of forward contracts and swap contracts. It is non-diversified.

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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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