Fund Research and Analysis

by Michael Herbst
PIMCO Real Return has plenty to offer, with one area to watch.Morningstar lowered this fund's Analyst Rating to Silver from Gold in the wake of Bill Gross' Sept. 26, 2014, departure from PIMCO. At that point, this fund's manager Mihir Worah was named   Read more 

Process Pillar:Positive

Manager Mihir Worah looks to obtain cost-efficient exposure to Treasury Inflation-Protected Securities and other inflation-linked bonds by seeking better execution than passive investors. He employs   Read more 

Performance Pillar:Positive

This fund periodically stumbles in the short term but has triumphed over the longer haul. Since Mihir Worah took over as lead manager in December 2007, the fund's 5.0% annualized gain through October   Read more 

People Pillar:Positive

This fund is overseen by PIMCO's Real Return team, led since 2007 by lead manager Mihir Worah. Worah joined PIMCO in 2001 and has demonstrated strong execution at a number of PIMCO funds. In the wake of Mohamed El-Erian's early 2014 resignation, Worah   Read more 

Price Pillar:Negative

The fund's Institutional share class, which soaked up roughly half of the fund's $15.2 billion asset base as of September 2014, carries a 0.45% expense ratio, on par with the category median and average   Read more 

Picking Between PIMCO's Real Return Funds 
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