Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | PTOAX Insights | PTOAX Score | PTOAX Performance | PTOAX News | PTOAX Allocation | PTOAX Holdings Change

PIMCO StocksPLUS Absolute Return A (PTOAX) Fund Ranking and Research

Ranking, Research and Recommendation of PIMCO StocksPLUS Absolute Return A (PTOAX) Fund

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

 

Graph of PIMCO StocksPLUS Absolute Return A Fund (PTOAX) ManagerFund Manager - Sudi N Mariappa

Fund Manager Information

Fund Manager Tenure: 5.2 years
Similar Funds: PTOPX 
Fund Family: Pimco
Fund Category: Large Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.58)     (What does this score mean?)

 

Graph of PIMCO StocksPLUS Absolute Return A Fund (PTOAX) ProfilePIMCO StocksPLUS Absolute Return A Fund (PTOAX) Profile

Fund Profile and Description

PIMCO StocksPLUS Absolute Return A Fund seeks total return which exceeds that of the S&P 500. PIMCO StocksPLUS Absolute Return A Fund normally invests in S&P 500 derivatives, backed by a portfolio of Fixed-Income Instruments. It may invest in common stocks, options, futures, options on futures and swaps. PIMCO StocksPLUS Absolute Return A 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 Absolute Return A (PTOAX) Fund Strength What we like about PIMCO StocksPLUS Absolute Return A (PTOAX) Fund

Data for PIMCO StocksPLUS Absolute Return A Fund (PTOAX) as of May 30, 2016

  • PIMCO StocksPLUS Absolute Return A Fund (PTOAX) management has been with PIMCO StocksPLUS Absolute Return A Fund for 5.2 years
  • PIMCO StocksPLUS Absolute Return A Fund (PTOAX) has good Long-term performance (5-year return 11.93% vs 10.15% Large Blend category median performance)
  • PIMCO StocksPLUS Absolute Return A Fund (PTOAX) ratio of up-years vs down years is greater than 2

PIMCO StocksPLUS Absolute Return A Fund (PTOAX) Weakness What we are cautious about PIMCO StocksPLUS Absolute Return A (PTOAX) Fund

Data for PIMCO StocksPLUS Absolute Return A Fund (PTOAX) as of May 30, 2016

  • PIMCO StocksPLUS Absolute Return A Fund (PTOAX) has a less-than-ideal short-term performance (1-year return -2.51% vs -1.15% Large Blend category median performance)
  • PIMCO StocksPLUS Absolute Return A Fund (PTOAX) has a less-than-ideal mid-term performance (3-year return 9.25% vs 9.43% Large Blend category median performance)
  • PIMCO StocksPLUS Absolute Return A Fund (PTOAX) has a Morningstar rating of 3 and below
  • PIMCO StocksPLUS Absolute Return A Fund (PTOAX) has an annual stock turnover rate of 582.00% that is higher than the Large Blend average of 53.12%. This could mean PIMCO StocksPLUS Absolute Return A is more nimble, but also signal potential high tax impact and high trading fees
  • PIMCO StocksPLUS Absolute Return A Fund (PTOAX) is more volatile than its peers as it has a 3-year Standard Deviation of 13.6 that is higher than category average of 11.67
  • PIMCO StocksPLUS Absolute Return A Fund (PTOAX) has a higher expense ratio of 1.04% than its Large Blend average of 1.02%
  • PIMCO StocksPLUS Absolute Return A Fund (PTOAX) carries a 3.75% load
See PIMCO StocksPLUS Absolute Return A Fund (PTOAX) performance details as of May 30, 2016

 

What do you think?

 

Compare PIMCO StocksPLUS Absolute Return A Fund (PTOAX)Compare with other top Large Blend category mutual funds

Aadditional top Large Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
PIMCO StocksPLUS Absolute Return A3.51-2.519.2511.93
Bright Rock Quality Large Cap Instl (BQLCX)7.755.9810.4611.67Compare
Fidelity Spartan Total Market Index F (FFSMX)3.370.1410.4511.10Compare
Voya Russell Large Cap Index Port S2 (IRLUX)2.551.2910.3911.09Compare

See top fund managers for Large Blend Category Funds

 

Compare PIMCO StocksPLUS Absolute Return A Fund (PTOAX)Compare with Large Blend category ETFs

Some Large Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim Russell Top 50 Mega Cap ETF (XLG)3.23%4.23%10.80%
ProShares Large Cap Core Plus (CSM)4.27%2.27%11.72%
iShares Russell Top 200 (IWL)2.28%1.75%11.00%
Vanguard Mega Cap ETF (MGC)3.22%1.57%10.85%
iShares Core S&P 500 (IVV)3.54%1.57%10.97%

 

Graph of PIMCO StocksPLUS Absolute Return A Fund (PTOAX) Net Asset TrackingPIMCO StocksPLUS Absolute Return A (PTOAX) Fund Net Asset

Track net asset change of PIMCO StocksPLUS Absolute Return A fund (PTOAX)

DateNet Asset
05/2016$1.22B
03/2016$1.18B
02/2016$1.24B
More historic net asset information on PIMCO StocksPLUS Absolute Return A Fund (PTOAX)

  

Graph of PIMCO StocksPLUS Absolute Return A Fund (PTOAX) Portfolio TrackingPIMCO StocksPLUS Absolute Return A (PTOAX) Fund Portfolio Allocation

Track portfolio allocation change of PIMCO StocksPLUS Absolute Return A fund (PTOAX)

DateCashStockBondOther
12/201527.76%27.46%41.29%0.54%
09/201529.17%26.41%41.05%0.76%
06/201532.13%29.39%34.17%1.7%
Click here to see more historic asset allocation information on PIMCO StocksPLUS Absolute Return A Fund (PTOAX)

 

graph of PIMCO StocksPLUS Absolute Return A Fund (PTOAX) Top 10 Position TrackingTop 10 Holdings in PIMCO StocksPLUS Absolute Return A (PTOAX) Fund

Discover what PIMCO StocksPLUS Absolute Return A Fund (PTOAX) manager is buying

Dec 30, 2015
Irs Usd 1.35000 09/28/16-1y (Red) Cme [89.65%]
E-mini S&P 500 [52.49%]
Irs Usd 1.75000 12/16/15-3y Cme [35.13%]
Sptr Trs Equity 3ml+30 *Bullet* Bps [19.47%]
Irs Usd 1.75000 12/16/15-3y Lch [17.89%]
Irs Usd 2.25000 12/16/15-7y Lch [17.67%]
US Treasury Note 1.875% [13.87%]
Cdx Ig25 5y Ice [11.03%]
Fin Fut Us 5yr Cbt 03/31/16 [10.25%]

Sep 29, 2015
Irs Usd 1.35000 09/28/16-1y (Red) Cme [94.26%]
E-mini S&P 500 [54.94%]
Irs Usd 1.75000 12/16/15-3y Cme [35.76%]
Fin Fut Euro$ Cme (Red) 12/19/16 [31.21%]
Sptr Trs Equity 3ml+30 *Bullet* Bps [18.36%]
Irs Usd 1.75000 12/16/15-3y Lch [18.21%]
Irs Usd 2.25000 12/16/15-7y Lch [18.02%]
Cdx Ig24 5y Ice [15.96%]
Fin Fut Euro$ Cme (Wht) 12/14/15 [14.34%]

Jun 29, 2015
Fin Fut Emini S&P500 Cme 09/18/15 [58.68%]
Irs Usd 1.30000 05/06/16-1y (Red) Cme [32.54%]
Irs Usd 1.75000 12/16/15-3y Cme [30.23%]
Irs Usd 1.50000 07/01/16-1y (Red) Cme [25.19%]
10 Year US Treasury Note Future Sept15 [20.61%]
Irs Usd 2.25000 12/16/15-7y Lch [19.41%]
Sptr Trs Equity 3ml+30 *Bullet* Bps [16.8%]
Cdx Ig24 5y Ice [16%]
Fin Fut Euro$ Cme (Red) 12/19/16 [15.66%]
Click here for Stock Holding Change Map in PIMCO StocksPLUS Absolute Return A Fund (PTOAX)

  

Latest News on PIMCO StocksPLUS Absolute Return A (PTOAX) Fund

See what is happening with PIMCO StocksPLUS Absolute Return A Fund (PTOAX)

 

PIMCO StocksPLUS Absolute Return A Fund (PTOAX) Related ResourcesSee more information on PIMCO StocksPLUS Absolute Return A (PTOAX) Fund

Popular pages on PIMCO StocksPLUS Absolute Return A (PTOAX) Fund

  

Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update