Mutual Fund Insights: PIMCO StocksPLUS TR Short Strat Instl Fund (PSTIX)

In-depth Analysis of PIMCO StocksPLUS TR Short Strat Instl Fund (PSTIX)

3 months 6 months 1 year 3 year 5 year

See PIMCO StocksPLUS TR Short Strat Instl Fund (PSTIX) performance details as of January 31, 2010

  

Last Trade: $4.75 on 3/12/2010, Change: 0.00 (0%)

  

Fund Manager - William H. Gross

Fund Manager Tenure: 6.6 years
Fundmojo Fund Grade: N/A (Score: Manager deploys a bear strategy)     (What does this score mean?)

Gross is founder and chief investment officer of Pacific Investment Management Company. Gross and his bond team have twice been awarded Morningstar's fixed-income manager of the year award, in 1998 and 2000. In a 1993 survey by Pensions & Investments magazine, he was recognized by his peers as the most influential authority on the bond market in the United States. Gross holds the Chartered Financial Analyst designation.  Get more insights on William H. Gross

  

 What we like about PIMCO StocksPLUS TR Short Strat Instl Fund (PSTIX)

Data for PIMCO StocksPLUS TR Short Strat Instl Fund (PSTIX) as of January 31, 2010

• PIMCO StocksPLUS TR Short Strat Instl Fund (PSTIX) management has been with PIMCO StocksPLUS TR Short Strat Instl Fund for 6.6 years
• PIMCO StocksPLUS TR Short Strat Instl Fund (PSTIX) has good short-term performance (1-year return -17.23% vs -37.50% Bear Market category average)
• PIMCO StocksPLUS TR Short Strat Instl Fund (PSTIX) has good mid-term performance (3-year return 13.15% vs -8.30% Bear Market category average)
• PIMCO StocksPLUS TR Short Strat Instl Fund (PSTIX) has good Long-term performance (5-year return 5.53% vs -6.94% Bear Market category average)
• PIMCO StocksPLUS TR Short Strat Instl Fund (PSTIX) is less volatile than its peers as it has a 3-year Standard Deviation of 17.48, lower than category average of 30.28
• PIMCO StocksPLUS TR Short Strat Instl Fund (PSTIX) has a lower management fee than its Bear Market average: 0.69% vs 2.01%
• PIMCO StocksPLUS TR Short Strat Instl Fund (PSTIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

 What we are cautious about PIMCO StocksPLUS TR Short Strat Instl Fund (PSTIX)

Data for PIMCO StocksPLUS TR Short Strat Instl Fund (PSTIX) as of January 31, 2010

• PIMCO StocksPLUS TR Short Strat Instl Fund (PSTIX) ratio of up-years vs down years can be improved
• PIMCO StocksPLUS TR Short Strat Instl Fund (PSTIX) is less safe compared to its Bear Market peers

See PIMCO StocksPLUS TR Short Strat Instl Fund (PSTIX) performance details as of January 31, 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

• See top fund managers for Bear Market Category Funds
• Browse other funds in Bear Market Category

  

PIMCO StocksPLUS TR Short Strat Instl Fund (PSTIX) Net Asset

Track net asset change of PIMCO StocksPLUS TR Short Strat Instl fund (PSTIX)

Date	Net Asset
01/2010	$582.96M
11/2009	$399.97M
10/2009	$416.74M

More historic net asset information on PIMCO StocksPLUS TR Short Strat Instl Fund (PSTIX)

  

PIMCO StocksPLUS TR Short Strat Instl Fund (PSTIX) Portfolio Allocation

Track portfolio allocation change of PIMCO StocksPLUS TR Short Strat Instl fund (PSTIX)

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 Instl Fund (PSTIX)

  

Most Recent Top 10 Holdings in PIMCO StocksPLUS TR Short Strat Instl Fund (PSTIX)

Discover what PIMCO StocksPLUS TR Short Strat Instl Fund (PSTIX) 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 Instl Fund (PSTIX)

  

Related books and products to PIMCO StocksPLUS TR Short Strat Instl Fund (PSTIX)

  

Latest News on PIMCO StocksPLUS TR Short Strat Instl (PSTIX)

See what is happening with PIMCO StocksPLUS TR Short Strat Instl Fund (PSTIX)

Mutual Fund Withdrawals Cost Investors (TheStreet.com) See more news on PIMCO StocksPLUS TR Short Strat Instl Fund (PSTIX)

 

Books and Resources

 

 

See more information on PIMCO StocksPLUS TR Short Strat Instl Fund (PSTIX)

• PIMCO StocksPLUS TR Short Strat Instl Fund Insights
• PIMCO StocksPLUS TR Short Strat Instl Fund Performance Data
• PIMCO StocksPLUS TR Short Strat Instl Fund News
• PIMCO StocksPLUS TR Short Strat Instl Fund Score Explaination
• PIMCO StocksPLUS TR Short Strat Instl Fund Manager Information
• Historic PIMCO StocksPLUS TR Short Strat Instl Fund Asset Allocation Report
• Historic PIMCO StocksPLUS TR Short Strat Instl Fund Top 10 Holding Tracking
• Historic PIMCO StocksPLUS TR Short Strat Instl Fund Asset Under Management Tracking