About PDGZX
PIMCO RealPath Blend 2035 Fund Institutional Class is a target-date mutual fund designed to help investors manage retirement savings toward a planned retirement year around 2035. The fund primarily offers a professionally managed, dynamically adjusting asset allocation strategy, transitioning from a higher equity exposure in its early years to more conservative, fixed income-oriented investments as the target date approaches. Its portfolio strategy employs a glide path, initially maintaining a substantial allocation to equities before gradually increasing exposure to bonds and other lower-risk assets over time, consistent with the need for greater capital preservation as retirement nears.
This fund is constructed as a fund-of-funds, with investments diversified through major holdings in widely recognized funds such as Vanguard Institutional Index, PIMCO Total Return, and other affiliated equity and fixed income funds. It serves institutional investors seeking a comprehensive, long-term solution for retirement planning, offering risk management and income generation features. The PIMCO RealPath Blend 2035 Fund Institutional Class plays a vital role within defined contribution or retirement plan platforms by providing a single, adaptive investment that evolves automatically as investors age, simplifying the portfolio management process for participants approaching their retirement horizon.
Fund Family PIMCO
Category Target-Date 2035
Performance Rating Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol PDGZX
Share Class Institutional Class
Index S&P Target Date 2035 TR
PDGZX had a total return of 17.46% in the past year, including dividends. Since the fund's
inception, the average annual return has been 12.01%.
