PEER GROUP ANALYSIS
This chart compares PCM to the highest rated funds in its peer group of General Mortgage funds. The above graph illustrates two key measures that investors should consider when assessing the investment potential of a particular fund. One of the key factors is how the fund has performed over the most recent reporting period, defined as the 1 year total return on the bottom axis. The second factor is the fund's reported expense ratio, on the right axis, which includes things like management fees. The best funds, with higher returns and lower expenses, stake out a position in the lower left part of this graph.
TOP RATED FUNDS : General Mortgage
|Western Asset Mtge Defined Oppty||DMO||8.00||19.96||19.76||2.33||1|
|Brookfield Mortgage Opportunity Inc||BOI||10.07||13.10||0.00||1.44||2|
|American Select Portfolio||SLA||17.35||25.09||12.38||1.47||3|
|Market Vectors Mtge REIT Income ETF||MORT||14.84||16.80||0.00||0.41||4|
|Nuveen Mortgage Opportunity Term||JLS||8.79||10.90||11.72||2.22||5|
|Nuveen Mortgage Opportunity Term 2||JMT||6.16||10.57||11.29||2.38||6|
|American Strat Inc Portfolio||ASP||17.62||17.56||9.08||1.84||7|
|American Strat Inc Portfolio II||BSP||16.38||17.22||7.17||1.49||8|
|Vanguard Mort-Backed Secs Idx ETF||VMBS||3.56||4.01||2.02||0.12||9|
|The above table compares the total return performance and expense ratio of PCM Fund to the top rated funds within the General Mortgage peer group. PCM Fund ranks number 12 out of 18 General Mortgage closed-end and exchange-traded funds that we rate.|
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