Filed Under:Life Insurance, Life Planning Strategies

For Sale: Active Management 50% Off at PIMCO

The new PIMCO Total Return ETF charges annual expenses of just 0.55% vs. the PIMCO Total Return Fund, which charges 0.90% for the waive-load shares

As more money managers jump into the ETF business, financial advisors and their clients are being offered the bargain of a lifetime: Funds managed by established managers with rock bottom fees.

BillGrossThe recently launched PIMCO Total Return ETF (BOND) charges annual expenses of just 0.55% and is managed by highly regarded Bill Gross (left), the co-chief investment officer and founder of Pacific Investment Management Co. By comparison, the $252 billion PIMCO Total Return Fund (PTTAX), which is also managed by Gross, charges just 0.90% for the waive load shares. For cost conscious investors, going with BOND versus PTTAX adds up to almost 40% savings in annual fees.  

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Nichole Morford

Nichole Morford
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