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PIMCO EqS® Long/Short Fund Class D (PMHDX)

Net Asset Value
1 Day
Overall Morningstar Rating
Long/short equity
Style or Category
No Load
Sales Expenses
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation. The fund seeks to achieve its investment objective by investing under normal circumstances in long and short positions of equity and equity-related securities, including common and preferred stock, utilizing a fundamental investing style that integrates bottom-up and top-down research. It will normally invest a substantial portion of its assets in equity and equity-related securities. It is non-diversified.


1 month+0.60% 3 years+10.32%
3 months-0.59% 5 years--
1 year+3.19% Since inception+6.30%
Data through --

Peer Comparisonvs. Long/short equity

Performance 5-yr return--+5.78%
Expense ratio2.26%1.88%
Risk 5 year sharpe ratio0.600.70
Net assets$878.4M$345.1M
Average market cap$6.0B$38.4B
Average P/E14.716.7
Portfolio turnover763%763%

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Fund Management and Purchase Info

Fund familyPIMCO
Fund manager & tenureGeoffrey Johnson / 12 Years
Minimal initial investment$1,000.00
Minimum IRA investment--


U.S. stock10.39%
International stock1.25%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
KAR KAR Auction Services Inc4.59%
DST DST Systems Inc3.61%
-- 3.41%
-- 3.15%
LYV Live Nation Entertainment Inc2.45%
HLS HealthSouth Corp2.20%
NOV National Oilwell Varco Inc1.64%
TMUS T-Mobile US Inc1.32%
NSAM NorthStar Asset Management Group Inc1.31%
CLGX Corelogic Inc1.28%