Nasdaq - Delayed Quote USD

PIMCO StocksPLUS Long Duration Instl (PSLDX)

16.83 -0.07 (-0.41%)
At close: 8:01 PM EDT
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DELL
  • Previous Close 16.90
  • YTD Return -2.98%
  • Expense Ratio 1.71%
  • Category Allocation--85%+ Equity
  • Last Cap Gain -28.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating --
  • Net Assets 707.55M
  • Beta (5Y Monthly) 2.38
  • Yield 6.96%
  • 5y Average Return --
  • Holdings Turnover 76.00%
  • Last Dividend 0.47
  • Inception Date Aug 31, 2007

The fund seeks to exceed the total return of its benchmark indexes, the S&P 500 Index and a secondary blended index, by investing under normal circumstances in S&P 500 Index derivatives, backed by a diversified portfolio of long-term Fixed Income Instruments. "Fixed Income Instruments" include bonds, debt securities and other similar instruments issued by various U.S. and non-U.S. public- or private-sector entities.

PIMCO

Fund Family

Allocation--85%+ Equity

Fund Category

707.55M

Net Assets

2007-08-31

Inception Date

Performance Overview: PSLDX

Trailing returns as of 5/16/2024. Category is Allocation--85%+ Equity.

YTD Return

PSLDX
2.98%
Category
13.38%
 

1-Year Return

PSLDX
8.08%
Category
40.77%
 

3-Year Return

PSLDX
4.94%
Category
13.59%
 

5-Year Return

PSLDX
8.15%
Category
13.52%
 

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Holdings: PSLDX

Sector Weightings

SectorPSLDX
Technology   20.69%
Healthcare   14.79%
Industrials   10.73%
Energy   6.09%
Utilities   3.12%
Real Estate   2.28%

Recent News: PSLDX

Research Reports: PSLDX

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