2 / 5 Stars
1 1 5 4 2
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 306 World Stock 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 9.36 percent over the past year, and 5.42 percent over the past three years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-4.5%|
|3 Years (Annualized)||5.4%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks capital appreciation. The fund seeks to achieve its investment objective by investing under normal circumstances in equity securities, including common and preferred stock. Its bottom-up value investment style attempts to identify securities that are undervalued by the market in comparison to PIMCO's own determination of the company's value, taking into account criteria such as asset value, book value and cash flow and earnings estimates. The fund may invest in securities issued by large-capitalization, mid-capitalization and small-capitalization companies.
Fees are Above Average compared to funds in the same category.
PIMCO Equity Series Pathfinder Fund has an expense ratio of 1.99 percent.
Risk is Low compared to funds in the same category according to Morningstar.