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PIMCO StocksPLUS® Long Duration Instl PSLDX

Quantitative rating as of
  • NAV / 1-Day Return 4.93  /  1.79 %
  • Total Assets 716.9 Mil
  • Adj. Expense Ratio
  • Expense Ratio 0.610%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Allocation—85%+ Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Extensive
  • Status Open
  • TTM Yield 2.66%
  • Turnover 38%

Morningstar’s Analysis PSLDX

Will PSLDX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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A sound investment process and strong management team underpin PIMCO StocksPLUS® Long Duration Instl's Morningstar Quantitative Rating of Bronze. The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

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