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Lipper
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Zacks Investment Research
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Standard & Poor's
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TheStreet.com
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U.S. News evaluated 88 Long/Short Equity 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 7.96 percent over the past year, 2.73 percent over the past three years, 5.67 percent over the past five years, and 12.57 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 16.0% |
| 1 Year | 8.0% |
| 3 Years (Annualized) | 2.7% |
| 5 Years (Annualized) | 5.7% |
| 10 Years (Annualized) | 12.6% |
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 1.74 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
