| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
2
4
1
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
U.S. News evaluated 221 Small 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 35.50 percent over the past year, 20.09 percent over the past three years, and 13.45 percent over the past five years.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 15.9% |
| 1 Year | 35.5% |
| 3 Years (Annualized) | 20.1% |
| 5 Years (Annualized) | 13.5% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks total return which exceeds that of the Russell 2000® Index. The fund seeks to exceed the total return of the Russell 2000® Index by investing under normal circumstances in Russell 2000® Index derivatives, backed by a diversified portfolio of Fixed Income Instruments actively managed by Pacific Investment Management Company LLC ("PIMCO"). "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.
Fees
Fees are High compared to funds in the same category.
PIMCO Small Cap Stocks PLUS AR Fund has an expense ratio of 1.84 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
