PIMCO EqS® Long/Short Fund

U.S. News evaluated 121 Long/Short Equity 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 13.59 percent over the past year, 6.13 percent over the past three years, 8.45 percent over the past five years, and 10.95 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date -0.2%
1 Year 13.6%
3 Years (Annualized) 6.1%
5 Years (Annualized) 8.5%
10 Years (Annualized) 11.0%

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Summary

The investment seeks long-term capital appreciation. The fund seeks to achieve its investment objective by investing under normal circumstances in long and short positions of equity and equity-related securities, including common and preferred stock, utilizing a fundamental investing style that integrates bottom-up and top-down research. It will normally invest a substantial portion of its assets in equity and equity-related securities. The fund may also invest in fixed income securities of varying maturities, cash and cash equivalents. It is non-diversified.

Fees

Fees are Above Average compared to funds in the same category.
PIMCO EqS® Long/Short Fund has an expense ratio of 1.40 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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