Join Early Retirement Today
Reply
 
Thread Tools Display Modes
Pimco Total Return Fund
Old 02-25-2007, 02:14 PM   #1
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
 
Join Date: Feb 2007
Posts: 5,072
Pimco Total Return Fund

I am in the middle of rebalancing (shifting allocation) to prep or retirement in approx 5 years. This includes DW tax-deferred PST and 401k. She has a number of stock funds available. Most of the allocation is in S&P 500 index. We were thinking of moving a % to an international fund to get a bit moe non-US diversification. This would put us at about 12% of the equity allocation and 8% overall (bonds and stocks).

On the bond side, I am targeting a 70/30 stock/bond mix. On the Fixed side of the house the company has 2 short-term options and one intermediate term bond fund. The fund is the Pimco Total Return Bond fund. It seems to have a good morningstar rating. The manager is apparently an Icon for Bond investments.

Before we leaped, I looked and noticed that the fund manager moved most of the assets out of bonds and seems to be using a number of simple derivatives (futures and options). He is parked in alot of cash.

What is your opinion about this fund? We are considering putting some serious money in it. I got a little concerned when I noticed that he is parking the money.
chinaco is offline   Reply With Quote
Join the #1 Early Retirement and Financial Independence Forum Today - It's Totally Free!

Are you planning to be financially independent as early as possible so you can live life on your own terms? Discuss successful investing strategies, asset allocation models, tax strategies and other related topics in our online forum community. Our members range from young folks just starting their journey to financial independence, military retirees and even multimillionaires. No matter where you fit in you'll find that Early-Retirement.org is a great community to join. Best of all it's totally FREE!

You are currently viewing our boards as a guest so you have limited access to our community. Please take the time to register and you will gain a lot of great new features including; the ability to participate in discussions, network with our members, see fewer ads, upload photographs, create a retirement blog, send private messages and so much, much more!

Re: Pimco Total Return Fund
Old 02-25-2007, 03:51 PM   #2
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
 
Join Date: Mar 2003
Posts: 18,085
Re: Pimco Total Return Fund

The fund is run by the best known management team inthe bond world. They are very sophisticated and know their stuff. OTOH, they run so much money that it is tough for them to do things without moving the market. You could do a lot worse than the institutional class of this fund.
__________________
"All animals are equal, but some animals are more equal than others."

- George Orwell

Ezekiel 23:20
brewer12345 is offline   Reply With Quote
Re: Pimco Total Return Fund
Old 02-26-2007, 01:38 AM   #3
Recycles dryer sheets
Linney's Avatar
 
Join Date: Nov 2006
Posts: 321
Re: Pimco Total Return Fund

I had PTTRX (the Institutional version of the Pimco Total Return Fund) in my 401k for many years and was very happy with its solid performance.

The only reason that I switched out of PTTRX is that our 401k plan recently added the Dodge & Cox Intermediate Term Bond Fund as well as the PIMCO TIPs fund and the option to go 50/50 with that pair won out over PTTRX alone.
Linney is offline   Reply With Quote
Reply


Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
 
Thread Tools
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off


Similar Threads
Thread Thread Starter Forum Replies Last Post
Vanguard Asset Allocation fund now 10% cash... Lancelot FIRE and Money 18 03-02-2008 10:02 AM
Approximate Vanguard Total Stock Market Index with S&P 500 and other fund(s)? Dude FIRE and Money 17 02-18-2007 07:25 PM
Fixing Social Security game Buddha44 FIRE and Money 104 02-05-2007 06:14 AM
Total Market versus S&P 500 Austin_Explorer FIRE and Money 14 09-21-2004 07:00 AM
Hidden costs of stock fund commissions/spreads? ESRBob FIRE and Money 6 04-19-2004 05:43 PM

» Quick Links

 
All times are GMT -6. The time now is 07:31 AM.
 
Powered by vBulletin® Version 3.8.8 Beta 1
Copyright ©2000 - 2024, vBulletin Solutions, Inc.