PIMCO StocksPLUS® Short Fund Institutional Class (PSTIX)

8.16
Net Asset Value
0.00%
1 Day
-3.09%
Year-to-Date
Overall Morningstar Rating
Bear market
Style or Category
No Load
Sales Expenses
0.67%
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-0.68% 3 years-8.74%
3 months-3.61% 5 years-10.84%
1 year-10.27% Since inception-4.30%
Data through --

Peer Comparisonvs. Bear market

 PSTIXCategory
Performance 5-yr return-10.84%-21.16%
Expense ratio0.67%2.00%
Risk 5 year sharpe ratio-1.35-1.26
Net assets$2.1B$93.5M
Average market cap--$50.2B
Average P/E--18.2
Portfolio turnover131%131%

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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

Cash136.83%
Fixed income62.40%
Other0.18%
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.