PIMCO All Asset Funds

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Aug 13, 2009 3:38 pm

Anyone spend much time analyzing PIMCO's All Asset and All Asset All Authority Funds?  PIMCO is great, and these funds are a good tactical play, but I have only really just started looking at them.  I don't talk to a  PIMCO wholesaler often, so I don't really know the real story on those funds.  But they seem pretty compelling for the fixed income/alternative asset portion of a portfolio.  Although I would still likely complement with core fixed income (Total Return and other conservative funds) as well as equities from other families. 

Insights are appreciated.
Aug 13, 2009 3:57 pm

I use them and like them.  Also use the Unconstrained fund.  I like that they can go negative duration.

Aug 13, 2009 4:22 pm
B24:

Anyone spend much time analyzing PIMCO's All Asset and All Asset All Authority Funds?  PIMCO is great, and these funds are a good tactical play, but I have only really just started looking at them.  I don't talk to a  PIMCO wholesaler often, so I don't really know the real story on those funds.  But they seem pretty compelling for the fixed income/alternative asset portion of a portfolio.  Although I would still likely complement with core fixed income (Total Return and other conservative funds) as well as equities from other families. 

Insights are appreciated.
Do you find PIMCO Total return to be a conservative fund?
Aug 13, 2009 4:32 pm

If you like Total Return, you should use Harbor Bond Fund instead.. same fund half the expense

Aug 13, 2009 8:11 pm
noggin:
B24:

Anyone spend much time analyzing PIMCO's All Asset and All Asset All Authority Funds?  PIMCO is great, and these funds are a good tactical play, but I have only really just started looking at them.  I don't talk to a  PIMCO wholesaler often, so I don't really know the real story on those funds.  But they seem pretty compelling for the fixed income/alternative asset portion of a portfolio.  Although I would still likely complement with core fixed income (Total Return and other conservative funds) as well as equities from other families. 

Insights are appreciated.
Do you find PIMCO Total return to be a conservative fund?
 


No, my grammar was a bit off.  I meant to say I use Total Return, and I also use other, more conservative bond funds (i.e. govie funds, short duration funds, muni funds, etc.).
 
However, Total Return is more conservative than All Asset All Authority, relatively speaking.
Aug 13, 2009 8:17 pm
iceco1d:

Anyone take a LEGITIMATE look at the new Putnam Absolute Return Funds?  I say legitimate, because I pretty much dismiss everything Putnam does as b.s....anyone taken a look at those and found my dismissive attitude a mistake?







I don't know that I would even open the book on Putnam without a considerable track record on the new fund(s).  Since when are they an "absolute return" house?    Since they decided to reinvent themselves last year.  That scares me.  I stay away from any firm that has to "reinvent" themselves.  That's why I like the old faithfuls - American, Franklin, PIMCO, First Eagle, etc.  If I am looking at Absolute Return funds, it ain't from Putnam.  I'd use PIMCO or Evergreen, or someone (even a specific manager) with a track record of success in that area.