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PIMCO RAE Fundamental PLUS D

PIXDX
6.98
-0.01
-0.14%
4/26/2017
5 Years
  • Previous Close

    6.99

  • Net Assets

    315.83M

  • Yield

    0.00%

  • 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

Large Blend

The investment seeks total return which exceeds that of its benchmark. 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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