PIMCO StocksPLUS® Short Fund Institutional Class (PSTIX)

8.19
Net Asset Value
-1.56%
1 Day
-2.73%
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+2.89% 3 years-9.00%
3 months-5.60% 5 years-12.21%
1 year-12.62% Since inception-4.67%
Data through --

Peer Comparisonvs. Bear market

 PSTIXCategory
Performance 5-yr return-12.21%-22.83%
Expense ratio0.67%1.92%
Risk 5 year sharpe ratio-1.71-1.45
Net assets$2.0B$98.3M
Average market cap--$63.1B
Average P/E--23.7
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

Cash155.06%
Fixed income104.06%
Other0.22%
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.