PIMCO:Stk+Abs Rtn;Inst (PSPTX.O)

At A Glance

You hold PSPTX.O in 0 portfolios

Net Asset Value

12.02USD

 0.06 +0.50%

10/20/2017

Category
US Diversified Equity
YTD Return (Cumulative)
 19.12%
Classification
Large-Cap Core
5 Year Return (Annualized)
 14.36%
Manager Benchmark
Lipper Lg-Cap Core IX
Lipper Leader Profile (Overall)
Total Return
Consistent Return
Capital Preservation
Low Expense
Tax Efficiency(U.S. only)

Growth of $10,000 over 10 years »

 PSPTX.O

The Growth of $10,000 chart includes reinvestment of dividends and capital gains, but does not reflect the effect of any applicable sales or redemption charges which would lower these figures.

Fund Profile

Fund FamilyPIMCO
Inception Date06/28/2002
Portfolio Turnover339%
Dividend Yield--
Fund ManagerFahmi/Mariappa
Manager Tenure2014
PIMCO
840 Newport Center Drive
Newport Beach, CA 92660

Fees, Expenses, & Minimums

Load TypeInstitutional
Total Expense Ratio0.68%
Max 12b-1 Fee Ratio--
Early Redemption Fee0.00%
Initial Investment$1,000,000
Subsequent Investments--
Initial IRA Investments--
Subsequent IRA Investments--

Investment Strategy

The Fund seeks total return that exceeds the S&P 500 Index by investing, under normal circumstances, substantially all of its assets in S&P 500 derivatives. The Fund may invest in common stocks, options, futures, options on futures and swaps.

Overall Lipper Leaders Ratings & Fund Profile »

Similar
Rating/
Category
Total Return
 
713
Consistent Return
 
710
Capital Preservation
 
11917
Low Expense
 
342
Tax Efficiency (U.S. only)
 
713

About the ratings...

Total Return reflects the fund's historical total return performance relative to its peers. Consistent Return reflects the funds's historical risk-adjusted returns relative to its peers. The Capital Preservation is relative, rather that absolute...More »

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