Financial Optimization through Technology Innovation

Top Fund Managers

Latest Mutual Fund News

Financial Advisor Sponsor:Philip A. White

Bookmark this site!

(Enter Stock Symbol)

Partner Sites

Annuities
Wall Street Journal
eHealthInsurance

Fund Mojo on Facebook

Mutual Fund Insights: PIMCO StocksPLUS TR Short Strat D Fund (PSSDX)

In-depth Analysis of PIMCO StocksPLUS TR Short Strat D Fund (PSSDX)

Mutual fund chart: PIMCO StocksPLUS TR Short Strat D Fund (PSSDX)

3 months
6 months
1 year
3 year
5 year

See PIMCO StocksPLUS TR Short Strat D Fund (PSSDX) performance details as of February 28, 2010

Last Trade: $4.56 on 3/19/2010, Change: +0.01 (0.22%)

Fund Manager - William H. Gross

Fund Manager Tenure: 6.7 years [Similar Funds: PSSAX PSSCX ]
Fundmojo Fund Grade: N/A (Score: Manager deploys a bear strategy) (What does this score mean?)

What we like about PIMCO StocksPLUS TR Short Strat D Fund (PSSDX)

Data for PIMCO StocksPLUS TR Short Strat D Fund (PSSDX) as of February 28, 2010

PIMCO StocksPLUS TR Short Strat D Fund (PSSDX) management has been with PIMCO StocksPLUS TR Short Strat D Fund for 6.7 years
PIMCO StocksPLUS TR Short Strat D Fund (PSSDX) has good mid-term performance (3-year return 10.10% vs -10.32 % Bear Market category average)
PIMCO StocksPLUS TR Short Strat D Fund (PSSDX) has good Long-term performance (5-year return 5.01% vs -7.58 % Bear Market category average)
PIMCO StocksPLUS TR Short Strat D Fund (PSSDX) has an annual stock turnover rate of 515.00% vs Bear Market average of 576.33%. It is good that PIMCO StocksPLUS TR Short Strat D management does not trade extensively for its return.
PIMCO StocksPLUS TR Short Strat D Fund (PSSDX) is less volatile than its peers as it has a 3-year Standard Deviation of 17.57, lower than category average of 30.35
PIMCO StocksPLUS TR Short Strat D Fund (PSSDX) has a lower management fee than its Bear Market average: 1.09% vs 2.00%

What we are cautious about PIMCO StocksPLUS TR Short Strat D Fund (PSSDX)

Data for PIMCO StocksPLUS TR Short Strat D Fund (PSSDX) as of February 28, 2010

PIMCO StocksPLUS TR Short Strat D Fund (PSSDX) has a less-than-ideal short-term performance (1-year return -26.60% vs -44.28 % Bear Market category average)
PIMCO StocksPLUS TR Short Strat D Fund (PSSDX) ratio of up-years vs down years can be improved
PIMCO StocksPLUS TR Short Strat D Fund (PSSDX) is less safe compared to its Bear Market peers
Even though PIMCO StocksPLUS TR Short Strat D Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses

See PIMCO StocksPLUS TR Short Strat D Fund (PSSDX) performance details as of February 28, 2010

Interested in other top mutual funds in similar Bear Market category?

Below are some additional Bear Market mutual funds generated out of our database

PIMCO StocksPLUS TR Short Strat D Fund (PSSDX) Net Asset

Track net asset change of PIMCO StocksPLUS TR Short Strat D fund (PSSDX)

Date	Net Asset
02/2010	$1.01B
01/2010	$110.39M
11/2009	$46.39M

More historic net asset information on PIMCO StocksPLUS TR Short Strat D Fund (PSSDX)

PIMCO StocksPLUS TR Short Strat D Fund (PSSDX) Portfolio Allocation

Track portfolio allocation change of PIMCO StocksPLUS TR Short Strat D fund (PSSDX)

Date	Cash	Stock	Bond	Other
09/2009	33.03%	0%	59.94%	7.04%
06/2009	43.49%	0%	46.38%	10.13%
03/2009	48.88%	0.01%	46.69%	4.42%

Click here to see more historic asset allocation information on PIMCO StocksPLUS TR Short Strat D Fund (PSSDX)

Most Recent Top 10 Holdings in PIMCO StocksPLUS TR Short Strat D Fund (PSSDX)

Discover what PIMCO StocksPLUS TR Short Strat D Fund (PSSDX) manager is buying

30-Sep-09

S&P Mini Index (Fut) [41.96%]
United States Treas Nts 1% [30.71%]
Irs Usd R 3ml/3.0 12/16/09 Ryl [9.79%]
Pimco Fds Private Account Portfolio Ser [7.44%]
United States Treas Bds 4.5% [4.25%]
Irs Usd R 3ml/3.0 12/16/09 Myc [3.72%]
US Treasury Bond (Fut) [3.15%]
Irs Usd R 3ml/4.0 12/16/09 Ryl [3.03%]
Irs Usd R 3ml/3.0 02/04/09 Ryl [2.72%]
US Treasury (Fut) [2.53%]

30-Jun-09

S&P Mini Index (Fut) [36.8%]
PIMCO FDS PRIVATE ACCOUNT PORTFOLIO SER [15.27%]
FHLMC FRN [6.74%]
FNMA [5.88%]
FHLMC FRN [5.8%]
Irs Usd R 3ml/3.0 02/04/09 Brc [2.92%]
Irs Usd R 3ml/4.0 12/16/09 Myc [2.92%]
Irs Usd R 3ml/3.0 02/04/09 Ryl [2.76%]
FHLMC 1.354% [2.51%]
US Treasury Bond 4.25% [2.29%]

31-Mar-09

S&P Mini Index (Fut) [47.88%]
FNMA [13.28%]
US Treasury (Fut) [9.76%]
Irs Usd R 3ml/3.0 02/04/09 Brc [8.01%]
Irs Usd R 3ml/3.0 02/04/09 Ryl [7.57%]
US Treasury Bond 8.75% [6.92%]
FNMA [6.34%]
Irs Usd P 3.0/3ml 06/17/09 Dub [5.6%]
Irs Gbp R 6ml/5.0 03/18/09 Dub [4.55%]
PIMCO FDS PRIVATE ACCOUNT PORTFOLIO SER [4.28%]

Click here for Stock Holding Change Map in PIMCO StocksPLUS TR Short Strat D Fund (PSSDX)

Related books and products to PIMCO StocksPLUS TR Short Strat D Fund (PSSDX)

Latest News on PIMCO StocksPLUS TR Short Strat D (PSSDX)

See what is happening with PIMCO StocksPLUS TR Short Strat D Fund (PSSDX)

Yahoo! Finance: RSS feed not found

See more news on PIMCO StocksPLUS TR Short Strat D Fund (PSSDX)

Books and Resources

See more information on PIMCO StocksPLUS TR Short Strat D Fund (PSSDX)

Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data.