4 / 5 Stars
5 5 1 5 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#9 in Foreign Large Blend
U.S. News evaluated 213 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 33.99 percent over the past year, 15.65 percent over the past three years, and 2.70 percent over the past five years.
|Trailing Returns||Updated 05.31.2013|
|Year to date||5.3%|
|3 Years (Annualized)||15.7%|
|5 Years (Annualized)||2.7%|
|10 Years (Annualized)||N/A|
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. It may invest in common stocks, options, futures, options on futures and swaps. The fund is non-diversified.
Fees are High compared to funds in the same category.
PIMCO International StocksPLUS AR Strategy Fund (Unhedged) has an expense ratio of 1.04 percent.
Risk is High compared to funds in the same category according to Morningstar.