| Scorecard |
|---|
|
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|
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Lipper
5
5
3
5
1
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
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TheStreet.com
E-
(Sell)
|
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.
Performance
The fund has returned -9.93 percent over the past year, -9.19 percent over the past three years, and -3.42 percent over the past five years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | -10.3% |
| 1 Year | -9.9% |
| 3 Years (Annualized) | -9.2% |
| 5 Years (Annualized) | -3.4% |
| 10 Years (Annualized) | N/A |
Summary
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
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
Risk is N/A compared to funds in the same category according to Morningstar.
