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PIMCO StocksPLUS® Short Fund Institutional Class (PSTIX)

9.25
Net Asset Value
+0.33%
1 Day
-7.04%
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+1.43% 3 years-7.88%
3 months-1.19% 5 years-11.51%
1 year-7.75% Since inception-3.99%
Data through --

Peer Comparisonvs. Bear market

 PSTIXCategory
Performance 5-yr return-11.51%-21.78%
Expense ratio0.67%2.00%
Risk 5 year sharpe ratio-1.56-1.46
Net assets$2.3B$116.7M
Average market cap--$62.4B
Average P/E--21.3
Portfolio turnover237%237%

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Fund Management and Purchase Info

Fund familyPimco
Fund manager & tenureMohsen Fahmi / 2 Years
Minimal initial investment$1,000,000.00
Minimum IRA investment--

Holdings

Cash153.25%
Fixed income47.87%
Other0.57%
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.