PIMCO Equity Series Pathfinder Fund

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

U.S. News evaluated 304 World Stock 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 24.20 percent over the past year, and 9.23 percent over the past three years.

Trailing Returns Updated 06.30.2014
Year to date 8.8%
1 Year 24.2%
3 Years (Annualized) 9.2%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

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

Fees are Above Average compared to funds in the same category.
PIMCO Equity Series Pathfinder Fund has an expense ratio of 1.24 percent.

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Risk

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

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