Shrewd portfolio managers, expansive resources, and sharp implementation benefit the various offerings under the PIMCO StocksPLUS strategy umbrella, as well as the RAE Plus version. Still, the structure in place is unconventional and faces challenges during atypical market environments.
- NAV / 1-Day Return 9.47 / 0.32 %
- Total Assets 204.3 Mil
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Adj. Expense Ratio
- Expense Ratio 1.180%
- Distribution Fee Level Low
- Share Class Type Front Load
- Category Foreign Large Blend
- Investment Style Large Blend
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 1.88%
- Turnover 203%
Morningstar’s Analysis PPUAX
Will PPUAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 6
- Bond Holdings 330
- Other Holdings 114
- % Assets in Top 10 Holdings 97.4