PIMCO StocksPLUS® Short Fund Class P (PSPLX)

8.29
Net Asset Value
+0.61%
1 Day
-1.54%
Year-to-Date
Overall Morningstar Rating
Bear market
Style or Category
No Load
Sales Expenses
0.77%
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+0.61% 3 years-8.77%
3 months+3.63% 5 years-11.72%
1 year-12.40% Since inception-10.97%
Data through --

Peer Comparisonvs. Bear market

 PSPLXCategory
Performance 5-yr return-11.72%-21.16%
Expense ratio0.77%2.00%
Risk 5 year sharpe ratio-1.42-1.28
Net assets$2.1B$97.9M
Average market cap$381.4B$87.5B
Average P/E24.020.3
Portfolio turnover237%237%

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Fund Management and Purchase Info

Fund familyPIMCO
Fund manager & tenureMohsen Fahmi / 3 Years
Minimal initial investment$1,000,000.00
Minimum IRA investment--

Holdings

Cash149.35%
Fixed income148.29%
Other0.09%
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
Holdings not available.