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PIMCO RAE Fundamental PLUS D

PIXDX
5.82
-0.05
-0.85%
4/28/2016
5 Years
  • Previous Close

    5.87

  • Net Assets

    313.71M

  • Yield

    2.89%

  • Front load

    None

  • Expenses

    1.19%

  • Category

    Large Value

  • Morningstar Risk

    High

  • Morningstar Rating ★★★★★
Profile

Name of Issuer

Pimco

Fund Style

Open

Fund Manager

Sudi Mariappa

Investment Style

-

The investment seeks total return. The fund seeks to exceed the total return of the S&P 500 Index under normal circumstances by obtaining exposure to a portfolio of stocks of U.S. companies, and complementing this equity exposure with absolute return bond alpha strategy. It may invest up to 25% of its total assets in securities and instruments that are economically tied to emerging market countries. The fund will normally limit its foreign currency exposure (from non-U.S. dollar-denominated securities or currencies) to 35% of its total assets. It may also invest up to 10% of its total assets in preferred stocks.

Purchase Information

Initial Purchase 1,000
Initial Purchase: IRA NA
Initial Purchase: AIP NA

Inception

6/30/2005

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