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Zacks Investment Research
Standard & Poor's
U.S. News evaluated 29 Bear Market 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 -17.58 percent over the past year, -11.10 percent over the past three years, -13.28 percent over the past five years, and -2.79 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||4.1%|
|3 Years (Annualized)||-11.1%|
|5 Years (Annualized)||-13.3%|
|10 Years (Annualized)||-2.8%|
The investment seeks total return through the implementation of short investment positions on the S&P 500 Index. The fund seeks to achieve its investment objective by investing primarily in short positions with respect to the S&P 500 Index (the "index") or specific Index securities, backed by a portfolio of 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 will maintain short positions through the use of a combination of derivatives, including options, futures, options on futures, and swaps. The fund is non-diversified.
Fees are Low compared to funds in the same category.
PIMCO StocksPLUS AR Short Strategy Fund has an expense ratio of 1.04 percent.
Risk is N/A compared to funds in the same category according to Morningstar.