5 / 5 Stars
5 5 3 5 1
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
U.S. News evaluated 229 Small Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 25.76 percent over the past year, 17.67 percent over the past three years, and 26.75 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||4.5%|
|3 Years (Annualized)||17.7%|
|5 Years (Annualized)||26.8%|
|10 Years (Annualized)||N/A|
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 are Above Average compared to funds in the same category.
PIMCO Small Cap StocksPLUS® AR Strategy Fund has an expense ratio of 0.69 percent.
Risk is High compared to funds in the same category according to Morningstar.