5 / 5 Stars
5 5 5 4 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#6 in Aggressive Allocation
U.S. News evaluated 115 Aggressive Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 35.88 percent over the past year, 25.88 percent over the past three years, and 29.26 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||19.5%|
|3 Years (Annualized)||25.9%|
|5 Years (Annualized)||29.3%|
|10 Years (Annualized)||N/A|
The investment seeks total return which exceeds that of its benchmarks, consistent with prudent investment management. The fund normally invests in S&P 500 Index derivatives, backed by a diversified portfolio of long-term Fixed Income Instruments. "Fixed Income Instruments" include bonds, debt securities and other similar instruments issued by various U.S. and non-U.S. public- or private-sector entities. It may invest in common stocks, options, futures, options on futures and swaps. The fund may invest up to 15% of its total assets in securities and instruments that are economically tied to emerging market countries.
Fees are Low compared to funds in the same category.
PIMCO StocksPLUS Long Duration Fund has an expense ratio of 0.59 percent.
Risk is High compared to funds in the same category according to Morningstar.