| 9.33 Net Asset Value | -0.11% 1 Day | +14.90% Year-to-Date | Overall Morningstar Rating |
| Large blend Style or Category | No Load Sales Expenses | 0.59% Expense Ratio | Above Average Morningstar Risk Rating™ |
| 1 month | +1.74% | 3 years | +29.02% | |
| 3 months | +10.15% | 5 years | +15.13% | |
| 1 year | +32.99% | Since inception | +13.04% |
| PSLDX | Category | |
|---|---|---|
| Performance 5-yr return | +15.13% | +4.80% |
| Expense ratio | 0.59% | 1.17% |
| Risk 5 year sharpe ratio | 0.72 | 0.30 |
| Net assets | $787.5M | $2.7B |
| Average market cap | $52.1B | $57.0B |
| Average P/E | 2.4 | 16.4 |
| Portfolio turnover | 276% | 276% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | PIMCO |
| Fund manager & tenure | Stephen Rodosky / 5 Years |
| Minimal initial investment | $1,000,000.00 |
| Minimum IRA investment | -- |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Financial service | 15.66% |
| Energy | 13.43% |
| Healthcare | 13.10% |
| Industrial materials | 12.22% |
| Consumer goods | 10.65% |
| -- Fin Fut S&P 500 Cme 03/14/13 | 51.80% |
| -- Fin Fut Emini S&P500 Cme 03/15/13 | 37.94% |
| -- US Treasury Bond 4.25% | 11.76% |
| -- Fin Fut Us 30yr Cbt 03/19/13 | 11.64% |
| -- Sptr Trs Equity 3ml+24.5 Boa | 11.05% |
| -- U S Treas Bd Stripped Prin Pmt | 1.37% |
| -- Hydro Que Medium Term Nts 6.5% | 1.19% |
| -- Ontario Prov Cda 5.6% | 1.10% |
| -- Fin Fut Us Ultra 30yr Cbt 03/19/13 | 1.04% |
| -- U S Treas Bd Stripped Prin Pmt | 1.03% |
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