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Lipper
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Zacks Investment Research
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Standard & Poor's
3 / 5 Stars
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TheStreet.com
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U.S. News evaluated 287 World Stock 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 16.74 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 9.3% |
| 1 Year | 16.7% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks to provide current income that exceeds the average yield on global stocks; the fund's secondary objective is to seek to provide long-term capital appreciation. The fund seeks to achieve its investment objective by investing under normal circumstances at least 75% of its assets in equity and equity-related securities, including common and preferred stock, as well as securities issued by real estate investment trusts, master limited partnerships and other equity trusts and depositary receipts. It may invest in securities issued by large-capitalization, mid-capitalization and small-capitalization companies.
Fees
Fees are Above Average compared to funds in the same category.
PIMCO EqS Dividend Fund has an expense ratio of 1.18 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
