Our Terms of Service and Privacy Policy have changed.

By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.

PIMCO StocksPLUS® Short Fund Class P (PSPLX)

10.44
Net Asset Value
-0.48%
1 Day
-2.88%
Year-to-Date
Overall Morningstar Rating
Bear market
Style or Category
No Load
Sales Expenses
0.74%
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.

Performance

1 month-0.29% 3 years-10.83%
3 months-5.09% 5 years-10.79%
1 year-4.91% Since inception-11.13%
Data through --

Peer Comparisonvs. Bear market

 PSPLXCategory
Performance 5-yr return-10.79%-18.28%
Expense ratio0.74%1.99%
Risk 5 year sharpe ratio-0.99-0.93
Net assets$2.0B$116.4M
Average market cap--$70.6B
Average P/E--18.5
Portfolio turnover403%403%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

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

Holdings

Cash259.82%
Fixed income22.72%
Other1.85%
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
-- 104.24%
-- 87.60%
-- 29.20%
-- 25.62%
-- 19.29%
-- 14.70%
-- 10.25%
-- 8.62%
-- 7.44%
-- 7.03%

Partner Offers