PIMCO StocksPLUS AR Short Strategy Fund Class C (PSSCX)

2.34
Net Asset Value
-0.43%
1 Day
-10.00%
Year-to-Date
Overall Morningstar Rating
Bear market
Style or Category
No Load
Sales Expenses
1.79%
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. It will maintain short positions through the use of a combination of derivatives, including options, futures, options on futures, and swaps.

Performance

1 month-2.50% 3 years-16.30%
3 months-3.70% 5 years-12.74%
1 year-15.26% Since inception-5.16%
Data through --

Peer Comparisonvs. Bear market

 PSSCXCategory
Performance 5-yr return-12.74%-27.50%
Expense ratio1.79%2.02%
Risk 5 year sharpe ratio-1.10-1.31
Net assets$5.1B$210.3M
Average market cap--$1.4B
Average P/E----
Portfolio turnover364%364%

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Fund Management and Purchase Info

Fund familyPIMCO
Fund manager & tenureWilliam Gross / 11 Years
Minimal initial investment$1,000.00
Minimum IRA investment$1,000.00

Holdings

Fixed income225.53%
Other1.20%
International stock0.40%
U.S. stock0.00%
Cash0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
Holdings not available.

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