PIMCO Stocks PLUS Long Duration Bond Alpha Fund Institutional Class PSLDX
Strategy
The investment seeks total return which exceeds that of its benchmarks, consistent with prudent investment management. The fund seeks to exceed the total return of its benchmark indexes, the S&P 500 Index and a secondary blended index, by gaining equity exposure to S&P 500 Index stocks together with a diversified portfolio of long-term Fixed Income Instruments and related derivatives. "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.
|
Ticker
|
Name
|
Share Class Type
|
Investment Status
|
Morningstar Rating for Funds
Overall
|
Medalist Rating
Overall
|
Inception Date
|
Total Net Assets for Share Class
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Minimum Initial Investment
|
1-Year Net Flow
|
|---|---|---|---|---|---|---|---|---|---|---|---|
PSLDX
| PIMCO Stocks PLUS Long Duration Bond Alpha Fund Institutional Class | Institutional | Open | — | — | $470.21M | 0.590% | Low | $1M | −$113.63M |