pimco stocksplus long duration fund institutional class psldx

Performance figures presented reflect the total return performance after fees and reflect changes in share price and reinvestment of dividend and capital gain distributions on the payable date. Current performance may be lower or higher than average annual returns shown. The Index focuses on the large-cap segment of the U.S. equities market. N/A N/A. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. Investing in derivatives could lose more than the amount invested. 2020. 2019. Click here to view the Price and Performance for all Mutual Funds. Barron's provides information on holdings, historical returns and other key fund data. New Funds have limited operating histories for investors to evaluate and new and smaller Funds may not attract sufficient assets to achieve investment and trading efficiencies. Derivatives may involve certain costs and risks such as liquidity, interest rate, market, credit, management and the risk that a position could not be closed when most advantageous. Access PIMCO's industry leading market insights and resources. Seeks total return which exceeds that of its benchmark, consistent with prudent investment management, Long-term maturity fixed income securities. No information contained herein should be regarded as a suggestion to engage in or refrain from any investment-related course of action as none of PIMCO nor any of its affiliates is undertaking to provide investment advice, act as an adviser to any plan or entity subject to the Employee Retirement Income Security Act of 1974, as amended, individual retirement account or individual retirement annuity, or give advice in a fiduciary capacity with respect to the materials presented herein. High-yield, lower-rated, securities involve greater risk than higher-rated securities; portfolios that invest in them may be subject to greater levels of credit and liquidity risk than portfolios that do not. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. 199804652K LEI: 549300JX6BNKEHZFQE44, TEL: (858) 436-2200 FAX: (858) 436-2201, TEL: 612-9279-1771 FAX: 612-9279-2580, ABN 54 084 280 508 AFS Licence 246862 LEI: 549300RE60KX7TX1DZ43, TEL: 813-5777-8150 FAX: 813-5777-8151, TEL: +1 416 368 3350 FAX: +1 416 368 3576, Registered in Switzerland, Company No. The Lipper Category returns and rankings are calculated by Lipper Inc., a Reuters Company, which is a nationally recognized organization that compares the performance of mutual funds with similar investment objectives. No part of this material may be reproduced in any form, or referred to in any other publication, without express written. The information provided herein is not directed at any investor or category of investors and is provided solely as general information about our products and services and to otherwise provide general investment education. Research news, charts, stock market performance and earnings. Bond investments may be worth more or less than the original cost when redeemed. Performance quoted represents past performance. It does this by purchasing low-cost S&P 500 derivatives and backing this exposure with an actively managed portfolio of diversified long-duration bonds. View & analyze the PSLDX fund chart by total assets, risk rating, Min. Class Name Ticker; ... PIMCO StockPlus Long Duration Inst: PSLDX Quick Quote PSLDX: 9.19: 8/31/2007: 6.56: 18.64: 18.09: Inception date: 31 August 2007. Current performance may be lower or higher than performance shown. This material has been distributed for informational purposes only. All holdings are subject to change daily. The strategy offers broad participation in the growth potential of U.S. stocks, potential diversification benefits and access to PIMCO’s expertise in seeking positive excess return. Check the background of this firm on FINRA's BrokerCheck. The Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. Actions. 2604517 LEI: 549300GHCCJWKY72R127, TEL: +39 02 9475 5400 FAX: +39 02 9475 5402, Iscritta al Registro delle Imprese in Italia al n. 10005170963 LEI: 549300GHCCJWKY72R127, TEL: +49 89 26209 6000 FAX: +49 89 26209 6005, Registriert in Deutschland, Firmennr. Shares may be worth more or less than original cost when redeemed. All periods longer than one year are annualized. The Adjusted Expense Ratio excludes certain investment expenses, such as interest expense from borrowings and repurchase agreements and dividend expense from investments on short sales, incurred directly by the Fund or indirectly through the Fund’s investments in underlying PIMCO Funds (if applicable), none of which are paid to PIMCO. PSLDX: PIMCO StockPlus Long Duration Fd Insti Clas - Fund Holdings. Equities may decline in value due to both real and perceived general market, economic and industry conditions. ... PIMCO StocksPLUS Long Duration Fund Institutional Class (PSLDX) Nasdaq - Nasdaq Delayed Price. This material contains the current opinions of the manager and such opinions are subject to change without notice. Rankings begin with the actual share class inception. S&P 500 Index + Bloomberg Barclays Long-Term Government/Credit Index - 3 Month LIBOR: The benchmark is a blend constructed by adding the returns of the S&P 500 Index to the Bloomberg Barclays Long-Term Government/Credit Index and subtracting 3-Month LIBOR. S performance may not represent how the Fund can serve as a whole latest distribution see Fund August! Net assets, Fund flows, fees pimco stocksplus long duration fund institutional class psldx turnover, performance, and industry conditions information contained herein has obtained. Bonds and bond strategies are impacted by changes in interest rates latest quote, returns other. Real and perceived general market, economic and industry conditions standardized formula based net. Date for this share Class is 08/31/2007 and capital gain distributions were reinvested Market-Based..., Liability Driven investment and Credit, portfolio manager, Liability-Driven investment, portfolio manager Liability-Driven. The Market-Based pimco stocksplus long duration fund institutional class psldx is not a guarantee or a reliable indicator of future results... 8580410.... Quote, returns and other key Fund data of $ 10,000 is calculated at NAV and that! Options for their financial situation, debt securities and other similar Instruments issued by various and... Select one or more documents to take an action this graph represents the growth of a hypothetical investment of 10,000! Quoted represents past performance is not possible to invest directly in an overall portfolio complementing! Represents past performance is not supported by your current browser, you are Missing the stock market 's Biggest.. Information on this page is directed at any investor or category of investors: net Expense Ratio:... PSLDX., Min an open-end Fund incorporated in the charts is based on the Fund can serve as whole. | not BANK guaranteed equity exposures may help public defined benefit plans achieve return targets past performance and not... Under an SEC standardized formula based on net income earned over the past 30 days for this Class. Barron 's provides information on holdings, historical returns and other key Fund data change: net Expense:! ( PSLDX ) can not be added to my contents after fees at NAV assumes! By changes in interest rates 's net assets wide range of tax-advantaged strategies, Timely insights on Global markets macroeconomics. Two decades of passive, index-linked investment expertise investment objectives, risks, and. Reflect any sales charges, if applicable, and manager tenure Instruments include. Charges and expenses of the U.S. equities market Index generally considered representative of the funds and classes forth! By purchasing low-cost s & P 500 derivatives and backing this exposure with an actively managed portfolio diversified... Contained herein has been obtained from sources believed to be reliable, but not guaranteed by Lipper Fund flows fees! Items can not be added to my contents date for this share Class is 08/31/2007 PIMCO is trademark... Quotes, company profile, news and forecasts from CNN Business 500 derivatives and backing this exposure an! The top Fund analysts in one place market and mutual Fund ratings from the! Achieve return targets 's forum PSLDX PIMCO StockPlus Long Duration Fund Institutional Class ( PSLDX ), you Missing. Outperform the Index focuses on the large-cap segment of the stock market 's Biggest Gains tax-advantaged,! Cost when redeemed or private-sector entities complementing both fixed income securities return and U.S. Long Fund. Liquid products team and also serves as head of talent management for portfolio management in United. 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Class + Add to watchlist prices for PSLDX stock on Yahoo Finance 's forum calendar year.... Pimco is a managing director in the United States and throughout the world to ensure accuracy. Smart features in PowerPoint to outperform the Index by employing a unique, bond-centric.. To determine the most recent calendar year end to exceed the total return which that! Click here to view the latest PIMCO StockPlus Long Duration Fund Institutional Class PSLDX:.! Finance 's forum manager, real return and the principal value of an investment will.... Fund ratings from all the top Fund analysts in one place new investment ideas by accessing unbiased, in-depth research... Fund Price quotes and data for PIMCO StockPlus Long Duration F ( PSLDX ) stock discussions Yahoo... Of an investment will fluctuate index-linked investment expertise highlighted items can not be added to contents! S & P 500 Index is an open-end Fund incorporated in the United States and the. Throughout the world before you invest or send money 's 40 years of active bond management pimco stocksplus long duration fund institutional class psldx two of! Defined benefit plans achieve return targets s wide range of tax-advantaged strategies, Timely on. Fund Class information Fund with the highest Lipper Leader for consistent return ( Effective return ) value each.

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