Our Terms of Service and Privacy Policy have changed.

By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.

PIMCO StocksPLUS® Short Fund Institutional Class (PSTIX)

7.98
Net Asset Value
-0.75%
1 Day
-5.23%
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-3.77% 3 years-10.75%
3 months-8.26% 5 years-12.94%
1 year-16.55% Since inception-4.36%
Data through --

Peer Comparisonvs. Bear market

 PSTIXCategory
Performance 5-yr return-12.94%-22.83%
Expense ratio0.67%1.92%
Risk 5 year sharpe ratio-1.71-1.45
Net assets$2.1B$101.9M
Average market cap--$58.6B
Average P/E--22.5
Portfolio turnover237%237%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

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.