PIMCO Stocks Plus Absolute Return Fund

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

#169 in Large Blend

U.S. News evaluated 492 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 19.58 percent over the past year, 17.04 percent over the past three years, 28.83 percent over the past five years, and 9.04 percent over the past decade.

Trailing Returns Updated 03.31.2014
Year to date 1.9%
1 Year 19.6%
3 Years (Annualized) 17.0%
5 Years (Annualized) 28.8%
10 Years (Annualized) 9.0%

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Summary

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

Fees are Above Average compared to funds in the same category.
PIMCO Stocks Plus Absolute Return Fund 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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