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PIMCO StocksPLUS® Short Fund Class P (PSPLX)

Net Asset Value
1 Day
Overall Morningstar Rating
Bear market
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks total return through the implementation of short investment positions on the S&P 500 Index. The fund seeks to achieve its investment objective by investing primarily in short positions with respect to the S&P 500 Index (the "index") or specific index securities, backed by a portfolio of Fixed Income Instruments. "Fixed Income Instruments" include bonds, debt securities and other similar instruments issued by various U.S. and non-U.S. public- or private-sector entities.


1 month-0.09% 3 years-14.97%
3 months-7.26% 5 years-12.58%
1 year-7.12% Since inception-12.07%
Data through --

Peer Comparisonvs. Bear market

Performance 5-yr return-12.58%-20.22%
Expense ratio0.74%2.00%
Risk 5 year sharpe ratio-1.29-1.22
Net assets$2.4B$158.6M
Average market cap--$72.5B
Average P/E--19.9
Portfolio turnover403%403%

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Fund Management and Purchase Info

Fund familyPimco
Fund manager & tenureMohsen Fahmi / 1 Years
Minimal initial investment$1,000,000.00
Minimum IRA investment--


Fixed income23.87%
U.S. stock0.00%
International stock0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
-- 91.51%
-- 30.91%
-- 24.57%
-- 23.89%
-- 20.56%
-- 17.74%
-- 13.88%
-- 12.04%
-- 11.75%
-- 10.52%