PIMCO Small Cap Stocks PLUS AR Fund

Scorecard
5 / 5 Stars
Lipper
5 5 3 4 1
Zacks Investment Research
2 (Buy)
Standard & Poor's
2 / 5 Stars
TheStreet.com
C+ (Hold)

U.S. News evaluated 227 Small 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 30.16 percent over the past year, 17.19 percent over the past three years, and 35.26 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 2.2%
1 Year 30.2%
3 Years (Annualized) 17.2%
5 Years (Annualized) 35.3%
10 Years (Annualized) N/A

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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 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 Small Cap Stocks PLUS AR Fund has an expense ratio of 1.09 percent.

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Risk

Risk is High compared to funds in the same category according to Morningstar.

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