PBZAX : PIMCO Equity Series - PIMCO RealPath Blend 2020 Fund

PBZAX is a Allocation Market Target-Date with HIGH fees.

PBZAX

PIMCO Equity Series - PIMCO RealPath Blend 2020 Fund

FI Score

36 /100

Expense Ratio Rating

4 /10

Expense Rating

5 /10

Market Score

3 /10

Category Score

5 /10

Market Size

3 /10

36% FI Score
  • pbzax
  • Mutual Fund
  • Allocation
  • Target-Date

PIMCO Equity Series - PIMCO RealPath Blend 2020 Fund

Expenses: 0.54% (Better than 0% of similar funds)

This is a bad choice for a Target-Date Allocation fund. See why ยป

Fund Summary

The investment seeks to maximize total return, consistent with prudent investment management. The fund is intended for investors seeking professional management of a comprehensive asset allocation strategy for retirement savings. It may invest in Institutional Class or Class M shares of any funds of the PIMCO Equity Series (the "Trust") and PIMCO Funds, and in other affiliated funds, including funds of PIMCO ETF Trust, except funds of funds, and unaffiliated funds that are registered under the 1940 Act.

Largest Holdings

Amount Holding
22.18% Vanguard Institutional Index I
16.13% PIMCO Income Instl
10.62% PIMCO Long-Term Real Return Instl
8.67% PIMCO Total Return Instl
8.64% Vanguard Developed Markets Index Admiral
7.65% Vanguard Emerging Mkts Stock Idx Adm
7.22% PIMCO Long-Term US Government Instl
5.78% PIMCO High Yield Instl
2.58% PIMCO Real Return Instl
2.17% PIMCO International Bond (USD-Hdg) Instl

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