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PIMCO StocksPLUS® Short Fund Institutional Class (PSTIX)

11.58
Net Asset Value
-0.09%
1 Day
+7.72%
Year-to-Date
Overall Morningstar Rating
Bear market
Style or Category
No Load
Sales Expenses
0.64%
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+1.94% 3 years-10.13%
3 months+8.93% 5 years-8.53%
1 year+2.69% Since inception-2.95%
Data through --

Peer Comparisonvs. Bear market

 PSTIXCategory
Performance 5-yr return-8.53%-19.14%
Expense ratio0.64%1.99%
Risk 5 year sharpe ratio-0.97-0.94
Net assets$2.0B$129.9M
Average market cap$68.4B$70.0B
Average P/E18.020.2
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--

Holdings

Cash264.93%
Fixed income18.71%
Other2.20%
U.S. stock1.92%
International stock0.02%
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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