PIMCO Small Company Fundamental IndexPLUS® AR Strategy Fund

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.

See all PIMCO funds

See full Small Blend rankings

See more fund rankings

Performance

The fund has returned 26.38 percent over the past year.

Trailing Returns Updated 06.30.2014
Year to date 3.8%
1 Year 26.4%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

See more PCFAX performance

Summary

The investment seeks total return which exceeds that of its benchmark. The fund seeks total return which exceeds that of the Russell 2000® Index (the "benchmark index"), by investing under normal circumstances in derivatives based on the Enhanced RAFI® US Small, backed by a diversified portfolio of short to intermediate duration Fixed Income Instruments, which may be represented by forwards or derivatives such as options, futures contracts or swap agreements. 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 Company Fundamental IndexPLUS® AR Strategy Fund has an expense ratio of 1.19 percent.

See more PCFAX fees

Risk

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

See more PCFAX risk