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PIMCO StocksPLUS® Short Fund Institutional Class (PSTIX)

11.71
Net Asset Value
+0.09%
1 Day
+389.96%
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+3.17% 3 years-12.75%
3 months+3.46% 5 years-13.13%
1 year-4.18% Since inception-3.24%
Data through --

Peer Comparisonvs. Bear market

 PSTIXCategory
Performance 5-yr return-13.13%-25.00%
Expense ratio0.64%2.00%
Risk 5 year sharpe ratio-1.29-1.37
Net assets$3.2B$143.6M
Average market cap--$40.9B
Average P/E--22.3
Portfolio turnover403%403%

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Fund Management and Purchase Info

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

Holdings

Cash201.46%
Fixed income37.94%
Other1.76%
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
-- 85.20%
-- 36.64%
-- 23.61%
-- 22.93%
-- 19.17%
-- 16.96%
-- 16.56%
-- 15.14%
-- 13.72%
-- 11.28%

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