Pimco StocksPLUS International capitalizes on Pimco’s capabilities but employs a complicated structure. The cheapest share classes retain their Morningstar Analyst Ratings of Bronze. The more-expensive shares are rated Neutral.
PIMCO StocksPLUS® Intl (Unhedged) A PPUAX
NAV / 1-Day Return
13.12
/
0.15
%
Total Assets
231.0 Mil
Adj. Expense Ratio
1.040%
Expense Ratio
1.050%
Fee Level
Low
Longest Manager Tenure
4.07
years
Category
Foreign Large Blend
Investment Style
Large BlendMin. Initial Investment
1,000
Status
Open
TTM Yield
25.33%
Turnover
—
Morningstar’s Fund Analysis PPUAX
Will PPUAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PPUAX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the PPUAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of PPUAX’s parent organization’s priorities and whether they’re in line with investors’ interests.
A portable alpha strategy that adds volatility.
