5 / 5 Stars
5 5 4 4 1
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#12 in Foreign Large Blend
U.S. News evaluated 209 Foreign Large Blend 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 15.24 percent over the past year, 9.92 percent over the past three years, 22.67 percent over the past five years, and 8.96 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||0.1%|
|3 Years (Annualized)||9.9%|
|5 Years (Annualized)||22.7%|
|10 Years (Annualized)||9.0%|
The investment seeks total return which exceeds that of its benchmark index consistent with prudent investment management. The fund seeks to exceed the total return of its benchmark index by investing under normal circumstances in non-U.S. equity derivatives, 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. The fund will normally limit its foreign currency exposure (from non-U.S. dollar-denominated securities or currencies) to 20% of its total assets. It is non-diversified.
Fees are Above Average compared to funds in the same category.
PIMCO International StocksPLUS® AR Strategy Fund (U.S. Dollar-Hedged) Fund has an expense ratio of 1.15 percent.
Risk is Low compared to funds in the same category according to Morningstar.