| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
5
4
1
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
#60 in Large Blend
U.S. News evaluated 496 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 26.97 percent over the past year, 28.31 percent over the past three years, and 14.38 percent over the past five years.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 11.7% |
| 1 Year | 27.0% |
| 3 Years (Annualized) | 28.3% |
| 5 Years (Annualized) | 14.4% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks total return which exceeds that of its benchmarks, consistent with prudent investment management. The fund normally invests in S&P 500 Index derivatives, backed by a diversified portfolio of long-term 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 may invest up to 15% 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 StocksPLUS Long Duration Fund has an expense ratio of 0.59 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
