PIMCO International StocksPLUS® AR Strategy Fund (Unhedged)

Scorecard
5 / 5 Stars
Lipper
5 5 2 4 1
Zacks Investment Research
2 (Buy)
Standard & Poor's
3 / 5 Stars
TheStreet.com
D+ (Sell)

#20 in Foreign Large Blend

U.S. News evaluated 200 Foreign Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 25.13 percent over the past year, 10.63 percent over the past three years, and 16.81 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 5.2%
1 Year 25.1%
3 Years (Annualized) 10.6%
5 Years (Annualized) 16.8%
10 Years (Annualized) N/A

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Summary

The investment seeks total return which exceeds that of its benchmark index consistent with prudent investment management. The fund invests in non-U.S. equity derivatives, backed by a portfolio of Fixed Income Instruments. In managing the fund's investments in Fixed Income Instruments, PIMCO utilizes an absolute return approach, which is designed to have flexibility with respect to duration, overall sector exposures, non-U.S. exposures and credit quality, both as a function of the strategy's investment guidelines and lack of a fixed income index benchmark. It may invest up to 20% of its total assets in junk bonds rated B or higher. The fund is non-diversified.

Fees

Fees are Above Average compared to funds in the same category.
PIMCO International StocksPLUS® AR Strategy Fund (Unhedged) has an expense ratio of 1.04 percent.

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Risk

Risk is High compared to funds in the same category according to Morningstar.

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