5 / 5 Stars
5 5 5 4 1
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
U.S. News evaluated 481 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 26.58 percent over the past year, 19.36 percent over the past three years, 25.05 percent over the past five years, and 10.11 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||8.3%|
|3 Years (Annualized)||19.4%|
|5 Years (Annualized)||25.1%|
|10 Years (Annualized)||10.1%|
The investment seeks total return which exceeds that of the S&P 500 Index. The fund normally invests in S&P 500 Index 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, without limitation, in derivative instruments, such as options, futures contracts or swap agreements, or in mortgage- or asset-backed securities. The fund may invest up to 25% of its total assets in securities and instruments that are economically tied to emerging market countries.
Fees are Average compared to funds in the same category.
PIMCO Stocks Plus Absolute Return Fund has an expense ratio of 0.64 percent.
Risk is High compared to funds in the same category according to Morningstar.