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PIMCO StocksPLUS Long Duration Instl (PSLDX) Fund Ranking and Research

Ranking, Research and Recommendation of PIMCO StocksPLUS Long Duration Instl (PSLDX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of PIMCO StocksPLUS Long Duration Instl Fund (PSLDX) ManagerFund Manager - Stephen A. Rodosky

Fund Manager Information

Fund Manager Tenure: 10.3 years
Fund Family: Pimco
Fund Category: Allocation--85%+ Equity
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A+ (Score: 0.83)     (What does this score mean?)
Mr. Rodosky is a managing director in the Newport Beach office and a portfolio manager covering Treasury bonds, agencies and futures. He is the lead portfolio manager for long duration strategies. Prior to joining PIMCO in 2001, Mr. Rodosky was vice president of institutional sales with Merrill Lynch. He holds a master's degree in financial markets from Illinois Institute of Technology. He received an undergraduate degree from Villanova University.  Get more insights on Stephen A. Rodosky

 

Graph of PIMCO StocksPLUS Long Duration Instl Fund (PSLDX) ProfilePIMCO StocksPLUS Long Duration Instl Fund (PSLDX) Profile

Fund Profile and Description

PIMCO StocksPLUS Long Duration Instl Fund seeks total return which exceeds that of its benchmarks consistent with prudent investment management. PIMCO StocksPLUS Long Duration Instl Fund normally invests all assets in S&P 500 derivatives, backed by a diversified portfolio of long-term fixed-income instruments. It may invest in common stocks, options, futures, options on futures and swaps. PIMCO StocksPLUS Long Duration Instl Fund may invest up to 10% of total assets in high-yield securities. It may also invest up to 10% of total assets in preferred stocks.

 

PIMCO StocksPLUS Long Duration Instl (PSLDX) Fund Strength What we like about PIMCO StocksPLUS Long Duration Instl (PSLDX) Fund

Data for PIMCO StocksPLUS Long Duration Instl Fund (PSLDX) as of May 30, 2016

  • PIMCO StocksPLUS Long Duration Instl Fund (PSLDX) management has been with PIMCO StocksPLUS Long Duration Instl Fund for 10.3 years
  • PIMCO StocksPLUS Long Duration Instl Fund (PSLDX) has good short-term performance (1-year return 6.60% vs -4.55% Allocation--85%+ Equity category median performance)
  • PIMCO StocksPLUS Long Duration Instl Fund (PSLDX) has good mid-term performance (3-year return 15.86% vs 6.15% Allocation--85%+ Equity category median performance)
  • PIMCO StocksPLUS Long Duration Instl Fund (PSLDX) has good Long-term performance (5-year return 18.68% vs 6.53% Allocation--85%+ Equity category median performance)
  • PIMCO StocksPLUS Long Duration Instl Fund (PSLDX) ratio of up-years vs down years is greater than 2
  • PIMCO StocksPLUS Long Duration Instl Fund (PSLDX) has a Morningstar rating of 4 and above
  • Asset base in PIMCO StocksPLUS Long Duration Instl Fund (PSLDX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • PIMCO StocksPLUS Long Duration Instl Fund (PSLDX) has a lower expense ratio than its Allocation--85%+ Equity average: 0.59% vs 0.80%
  • PIMCO StocksPLUS Long Duration Instl Fund (PSLDX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

PIMCO StocksPLUS Long Duration Instl Fund (PSLDX) Weakness What we are cautious about PIMCO StocksPLUS Long Duration Instl (PSLDX) Fund

Data for PIMCO StocksPLUS Long Duration Instl Fund (PSLDX) as of May 30, 2016

  • PIMCO StocksPLUS Long Duration Instl Fund (PSLDX) has an annual stock turnover rate of 52.00% that is higher than the Allocation--85%+ Equity average of 50.41%. This could mean PIMCO StocksPLUS Long Duration Instl is more nimble, but also signal potential high tax impact and high trading fees
  • PIMCO StocksPLUS Long Duration Instl Fund (PSLDX) is more volatile than its peers as it has a 3-year Standard Deviation of 14.57 that is higher than category average of 11.08
See PIMCO StocksPLUS Long Duration Instl Fund (PSLDX) performance details as of May 30, 2016

 

What do you think?

 

Compare PIMCO StocksPLUS Long Duration Instl Fund (PSLDX)Compare with other top Allocation--85%+ Equity category mutual funds

Aadditional top Allocation--85%+ Equity mutual funds for your consideration

FundYear to Date1 Year3 year5 year
PIMCO StocksPLUS Long Duration Instl12.486.6015.8618.68
Eaton Vance Tx-Mgd Eq Asset Allc A (EAEAX)1.53-1.328.198.10Compare
ICON Equity Income S (IOEZX)7.95-0.887.908.49Compare
MFS Aggressive Growth Allocation I (MIAGX)3.83-1.237.107.28Compare

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Compare PIMCO StocksPLUS Long Duration Instl Fund (PSLDX)Compare with Allocation--85%+ Equity category ETFs

Some Allocation--85%+ Equity ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim Multi-Asset Income ETF (CVY)000

 

Graph of PIMCO StocksPLUS Long Duration Instl Fund (PSLDX) Net Asset TrackingPIMCO StocksPLUS Long Duration Instl (PSLDX) Fund Net Asset

Track net asset change of PIMCO StocksPLUS Long Duration Instl fund (PSLDX)

DateNet Asset
05/2016$529.05M
03/2016$482.63M
02/2016$477.91M
More historic net asset information on PIMCO StocksPLUS Long Duration Instl Fund (PSLDX)

  

Graph of PIMCO StocksPLUS Long Duration Instl Fund (PSLDX) Portfolio TrackingPIMCO StocksPLUS Long Duration Instl (PSLDX) Fund Portfolio Allocation

Track portfolio allocation change of PIMCO StocksPLUS Long Duration Instl fund (PSLDX)

DateCashStockBondOther
12/20153.26%45.31%47.18%0.07%
09/20151.82%41.44%51.99%0.35%
06/20151.03%44.5%49.27%0.79%
Click here to see more historic asset allocation information on PIMCO StocksPLUS Long Duration Instl Fund (PSLDX)

 

graph of PIMCO StocksPLUS Long Duration Instl Fund (PSLDX) Top 10 Position TrackingTop 10 Holdings in PIMCO StocksPLUS Long Duration Instl (PSLDX) Fund

Discover what PIMCO StocksPLUS Long Duration Instl Fund (PSLDX) manager is buying

Dec 30, 2015
S&P 500 [54.62%]
E-mini S&P 500 [37.66%]
Sptr Trs Equity 3ml+29 Bps [7.49%]
US Treasury Bond 2.75% [3.95%]
Cdx Ig24 5y Ice [3.87%]
US Treasury Bond 3.125% [3.33%]
FNMA 6.21% [2.92%]
U S Treas Bd Stripped Prin Pmt [2.54%]
US Treasury Bond 3.625% [2.5%]
Irs Usd 2.00000 12/16/15-4y Cme [2.34%]

Sep 29, 2015
S&P 500 Index Future Dec15 [50.64%]
E-mini S&P 500 [42.43%]
30 Year US Treasury Bond Future Dec15 [13.94%]
Cdx Ig24 5y Ice [8.57%]
Ultra Treasury Bond Future Dec15 [7.01%]
Sptr Trs Equity 3ml+29 Bps [6.92%]
US Treasury Bond 3.625% [4%]
US Treasury Bond 3.125% [3.78%]
Irs Usd 2.50000 12/16/15-10y Lch [3.73%]
US Treasury Note 2.25% [3.48%]

Jun 29, 2015
S&P 500 Index Future Sept15 [49.24%]
Fin Fut Emini S&P500 Cme 09/18/15 [44.44%]
Cdx Ig24 5y Ice [9.07%]
Sptr Trs Equity 3ml+29 Bps [6.68%]
Ultra Treasury Bond Future Sept15 [6.08%]
US Treasury Bond 3.625% [3.46%]
US Treasury Bond 3.125% [3.26%]
Irs Usd 2.50000 12/16/15-10y Lch [3.21%]
US Treasury Bond 4.375% [2.25%]
U S Treas Bd Stripped Prin Pmt [2.12%]
Click here for Stock Holding Change Map in PIMCO StocksPLUS Long Duration Instl Fund (PSLDX)

  

Latest News on PIMCO StocksPLUS Long Duration Instl (PSLDX) Fund

See what is happening with PIMCO StocksPLUS Long Duration Instl Fund (PSLDX)

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PIMCO StocksPLUS Long Duration Instl Fund (PSLDX) Related ResourcesSee more information on PIMCO StocksPLUS Long Duration Instl (PSLDX) Fund

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