PIMCO StocksPLUS AR Short Strategy Fund Institutional Class (PSTIX)

2.40
Net Asset Value
0.00%
1 Day
-12.41%
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. It will maintain short positions through the use of a combination of derivatives, including options, futures, options on futures, and swaps.

Performance

1 month-4.76% 3 years-16.80%
3 months-3.83% 5 years-11.79%
1 year-13.77% Since inception-2.90%
Data through --

Peer Comparisonvs. Bear market

 PSTIXCategory
Performance 5-yr return-11.79%-24.11%
Expense ratio0.64%2.01%
Risk 5 year sharpe ratio-1.02-1.30
Net assets$4.4B$211.2M
Average market cap----
Average P/E----
Portfolio turnover364%364%

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Fund Management and Purchase Info

Fund familyPIMCO
Fund manager & tenureSaumil Parikh / 0 Years
Minimal initial investment$1,000,000.00
Minimum IRA investment--

Holdings

Fixed income239.14%
Other1.28%
International stock0.61%
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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