5 / 5 Stars
5 5 5 4 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
5 / 5 Stars
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 38.00 percent over the past year, 13.75 percent over the past three years, and 6.65 percent over the past five years.
|Trailing Returns||Updated 05.31.2013|
|Year to date||11.8%|
|3 Years (Annualized)||13.7%|
|5 Years (Annualized)||6.6%|
|10 Years (Annualized)||N/A|
The investment seeks total return which exceeds that of its benchmark index consistent with prudent investment management. The fund normally invests 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 will normally limit its foreign currency exposure (from non-U.S. dollar-denominated securities or currencies) to 20% of its total assets. The fund may invest in common stocks, options, futures, options on futures and swaps. It is non-diversified.
Fees are High compared to funds in the same category.
PIMCO International StocksPLUS AR Strategy Fund has an expense ratio of 1.15 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.