the PIMCO Total Return Fund
February 23, 2010
Detailed Survey Results
1. Are you a financial advisor who manages assets for individuals?
2. Please indicate your practice’s holdings in the PIMCO Total Return Fund (PTRAX), across all share classes in millions USD. Enter "0" if you do not own this fund.
Total AUM = $10,867 million; Avg. AUM = $12.35 million |
880 respondents managing assets for individuals |
3. Over the last year, have you increased or decreased your holdings in PTRAX?
4. Please rank what you consider to be the greatest risks in PTRAX over the next three years? (1=greatest risk; 6=least risk) You may skip this question if have not owned PTRAX or are not familiar with this fund
5. What is your forecast for the 10-year Treasury bond rate in three years?
(Currently, it is approximately 3.75%)
Average = 5.28%; 840 responses (those who manage assets for individuals); graph shows values rounded to the nearest 0.25%.
6. What is your forecast for the average inflation rate over the next three years, based on the CPI-U index?
Average = 3.29%; 823 responses (those who manage assets for individuals); graph shows values rounded to the nearest 0.25%.
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