Morningstar Awards 2020©. See PIMCO StocksPLUS® Fund (PSPAX) mutual fund ratings from all the top fund analysts in one place. PIMCO StocksPLUS® Long Duration Fund Institutional Class +23.46 +18.86 +32.05 +23.04 +22.10 +16.55 Category Average +0.33 +11.61 +9.75 +7.97 +10.06 --S&P 500 TR USD +9.74 +15.48 +21.94 +14.46 +15.16 -- RANK WITHIN CATEGORY FOR ANNUAL TOTAL RETURN % as of 08/31/2020 Rank within Category compares this fund's total annual return to that of other funds in the same category, … Free current mutual fund price quotes and data for PIMCO StocksPLUS® Long Duration Fund Institutional Class (PSLDX). Add to watchlist. View the latest PIMCO StocksPLUS Long Duration Fund;Inst (PSLDX) stock price, news, historical charts, analyst ratings and financial information from WSJ. Actions. PIMCO StocksPLUS® Long Duration ... of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating. For performance current to the most recent month-end, visit www.PIMCO.com/investments or call (888) 87-PIMCO. PIMCO StocksPLUS® Long Duration Fund Institutional Class Inst (PSLDX) Dividend Growth History: By month or year. PIMCO StocksPLUS Total Return Fund Financial Solutions from A Œ Z fi Description Seeks total return exceeding that of the S&P 500 Index by investing in S&P 500 Index linked derivatives, collateralized by a portfolio of low to intermediate maturity bonds actively managed in an effort to add incremental return above that of the index. PSLDX - PIMCO StocksPLUS Long Duration Fund Institutional ownership in 01166VAA7 / Alaska Airlines 2020-1 Class A Pass Through Trust. Research news, charts, stock market performance and earnings. Find real-time PSLDX - PIMCO StocksPLUS® Long Duration Fund Institutional Class stock quotes, company profile, news and forecasts from CNN Business. Add to watchlist; Add to portfolio; Price (USD) 9.36; Today's Change 0.10 / 1.08%; 1 Year change … Specialty Diversified Equity Funds. The Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The fund offers the combined benefit of PIMCO's 40 years of active bond management and two decades of passive, index-linked investment expertise. PIMCO StocksPLUS® Long Duration Instl (PSLDX) 8.94 +0.00 (+0.00%) USD | Dec 11 Quote; Performance; Allocations; Holdings; Fundamental Chart; Data; Returns Chart. Shares may be worth more or less than original cost when redeemed. Total Expense Ratio: 0.59%. No part of this material may be reproduced in any form, or referred to in any other publication, without express written. PSLDX: PIMCO StockPlus Long Duration Fd Insti Clas - Class Information. S&P 500 Index is an unmanaged market index generally considered representative of the stock market as a whole. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise. Current performance may be lower or higher than average annual returns shown. PSLDX Institutional Class Shares; Profile Assets Flows Fees Performance Managers. Expenses. PIMCO Funds: PIMCO StocksPLUS Long Duration Fund; Institutional Class Shares. It does not take into account sales charges or the effect of taxes. 6.67-0.01-0.15%: PSPTX. Mr. Rodosky is a managing director in the Newport Beach office and a portfolio manager for real return and U.S. long duration strategies. No information contained herein should be regarded as a suggestion to engage in or refrain from any investment-related course of action as none of PIMCO nor any of its affiliates is undertaking to provide investment advice, act as an adviser to any plan or entity subject to the Employee Retirement Income Security Act of 1974, as amended, individual retirement account or individual retirement annuity, or give advice in a fiduciary capacity with respect to the materials presented herein. PIMCO StocksPLUS Long Duration Fund (Institutional Class) AS OF 2020-09-30 INVESTMENT STRATEGY: The investment seeks total return which exceeds that of its benchmarks, consistent with prudent investment management. All Rights Reserved. Investing in the bond market is subject to risks, including market, interest rate, issuer, credit, inflation risk, and liquidity risk. Profile. High-yield,lower-rated, securities involve greater risk than higher-rated securities; portfolios that invest in them may be subject to greater levels of credit and liquidity risk than portfolios that do not. S&P 500 Index + Bloomberg Barclays Long-Term Government/Credit Index - 3 Month LIBOR. Fund Comparison 1,2 This section compares the fund to its benchmark and alternatives from our Mutual Fund OneSource Select List. Select a Share Class. © 2019 Morningstar, Inc. All Rights Reserved. PIMCO StocksPLUS Long Duration Fund seeks to outperform the index by employing a unique, bond-centric strategy. PIMCO Investments LLC (“PIMCO Investments”) is a broker-dealer registered with the SEC and member of the Financial Industry Regulatory Authority, Inc. (“FINRA”). YTD Return 14.4%; 3 Yr … PIMCO StocksPLUS® Long Duration Fund Institutional Class. Awarded to Mohit Mittal for Morningstar Awards for Investing Excellence, Rising Talent, (US). As discussed by portfolio managers Mohit Mittal and Mike Cudzil and product strategist Vijendra Nambiar, we believe the Fund is well-positioned to make every invested dollar work harder in an effort to help investors achieve their … Managers. Signup for eDelivery of Regulatory Documents. The fund seeks to exceed the total return of its benchmark indexes, the S&P 500 Index and a secondary Profile. Sell. PIMCO Funds Supplement Dated December 4, 2008 to the Bond Funds Institutional and Administrative Class Prospectus, dated October 1, 2008 Bond Funds Class A, Class B and Class … All holdings are subject to change daily. 2604517 LEI: 549300GHCCJWKY72R127, TEL: +39 02 9475 5400 FAX: +39 02 9475 5402, Iscritta al Registro delle Imprese in Italia al n. 10005170963 LEI: 549300GHCCJWKY72R127, TEL: +49 89 26209 6000 FAX: +49 89 26209 6005, Registriert in Deutschland, Firmennr. See PIMCO StocksPLUS® Fund (PSPAX) mutual fund ratings from all the top fund analysts in one place. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission. PIMCO. Past performance is no guarantee of future results. 199804652K LEI: 549300JX6BNKEHZFQE44, TEL: (858) 436-2200 FAX: (858) 436-2201, TEL: 612-9279-1771 FAX: 612-9279-2580, ABN 54 084 280 508 AFS Licence 246862 LEI: 549300RE60KX7TX1DZ43, TEL: 813-5777-8150 FAX: 813-5777-8151, TEL: +1 416 368 3350 FAX: +1 416 368 3576, Registered in Switzerland, Company No. PSLDX. Pimco Headquarters. The inception date for this share class is. The strategy offers broad participation in the growth potential of U.S. stocks, potential diversification benefits and access to PIMCO’s expertise in seeking positive excess return. CH-020.4.038.582-2 LEI: 549300GHCCJWKY72R127. Pacific Investment Management Company LLC, Shareholder Services TEL: 800-927-4648 6AM - 4PM PST, Gurtin Municipal Bond Management, a PIMCO Company, TEL: (858) 436-2200 FAX: (858) 436-2201, TEL: +44 (0) 20 3640 1000 FAX: +44 (0) 20 3640 1007, Shareholder services TEL: +44 (0) 20 3640 1407 9AM to 5PM, Registered in UK and Wales, Company No. Results are not indicative of future performance. The highlighted items cannot be subscribed to. PIMCO StocksPLUS Long Duration Fund Institutional Class (PSLDX) Nasdaq - Nasdaq Delayed Price. The Fund can serve as a strong core equity choice in an overall portfolio, complementing both fixed income holdings and traditional equity investments. Seeks total return which exceeds that of its benchmark, consistent with prudent investment management, Long-term maturity fixed income securities. View All Share Classes; PSLDX Institutional Class Shares; Profile Assets Flows Fees Performance Managers. Please read them carefully before you invest or send money. PIMCO StocksPLUS® Long Duration Fund - The investment seeks total return which exceeds that of its benchmarks, consistent with prudent investment management. For details on the latest distribution see Fund Update August 2020. Snapshot. PIMCO is a trademark of Allianz Asset Management of America L.P. in the United States and throughout the world. Currency in USD. Fund Comparison 1,2 This section compares the fund to its benchmark and alternatives from our Mutual Fund OneSource Select List. Allocation--85%+ Equity. Although Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Lipper. © 2020 Morningstar. Detailed Quote | Set Alert . A rating is not a recommendation to buy, sell or hold a fund. Investment return and the principal value of an investment will fluctuate. The Bloomberg Barclays Long-Term Government/Credit Index is an unmanaged index of U.S. Government or Investment Grade Credit Securities having a maturity of 10 years or more. Schwab Mutual Fund Report Card™ as of 8/31/2020 PIMCO StocksPLUS® Long Duration Fund Institutional Class PSLDX GROWTH OF A HYPOTHETICAL $10,000 INVESTMENT as of 8/31/2020 This fund has multiple managers, view PSLDX quote page for complete information. PSLDX. Pacific Investment Management Company LLC (“PIMCO”) is an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”). 9.35 +0.03 (+0.32%) At close: 8:01PM EST. Actions. Facebook; Twitter; LinkedIn ; Email; Go to. All content on FT.com is for your general information and use only and is not intended to address your particular requirements. ... PIMCO StocksPLUS® Long Duration Fund. Compare momentum and price performance. management type. It is not possible to invest directly in an unmanaged index. PIMCO StocksPLUS® Long Duration Fund Institutional Class. The chart shows how frequently the fund's 3M return is positive or negative. Returns measure performance from the inception of the oldest share class to the present, so some returns predate the inception of Class A. You have not saved any content. The highlighted items cannot be added to my contents. FT is not responsible for any use of content by you outside its scope as stated in the, PIMCO StocksPLUS® Long Duration Fund Institutional Class. PIMCO StocksPLUS Long Duration Fund Institutional Class (PSLDX) Nasdaq - Nasdaq Delayed Price. Share Thread. He leads the rates liquid products team and also serves as head of talent management for portfolio management in the U.S. Since its launch 10 years ago, PIMCO StocksPLUS Long Duration Fund has championed a capital-efficient strategy that combines returns from equities and long-term bonds. Investing in foreign denominated and/or domiciled securities may involve heightened risk due to currency fluctuations,and economic and political risks, which may be enhanced in emerging markets. August 27, 2020 - PSLDX - PIMCO StocksPLUS Long Duration Fund Institutional has filed a NPORT-P form disclosing ownership of Alaska Airlines 2020-1 Class A Pass Through Trust (US:01166VAA7) valued at $1,424,500 USD as of June 30, 2020. PSLDX - Snapshot Vitals. Explore PIMCO’s wide range of tax-advantaged strategies, Timely insights on global markets and macroeconomics. Key Stats Customize Expense Ratio Total Assets Under Management Dividend Yield Turnover Ratio 1.01% 968.64M 6.37% 197.0% 1 Year Fund Level Flows 1 Year Total Returns (Daily) Annualized All Time Total Returns (Daily) … Advisors Using This Fund. The current manager has been running PIMCO StocksPLUS Long Duration Instl since 9/12/2007. The value of most bonds and bond strategies are impacted by changes in interest rates. 8.89-0.57 (-6.03%) As of 8:06AM EST. Quote. PSLDX - PIMCO StocksPLUS Long Duration Fund Institutional had filed a previous NPORT-P on February 27, 2020 disclosing shares of American Airlines Pass Through Trust, Series 2017-2, Class A valued at of $233,594 USD. Check the background of this firm on FINRA's BrokerCheck. Performance quoted does not reflect any sales charges, if applicable, and performance would be lower if it did. ©2020, PIMCO. Rankings begin with the actual share class inception. PIMCO StocksPLUS® Long Duration Fund Institutional Class. Learn more about mutual funds at fidelity.com. New Funds have limited operating histories for investors to evaluate and new and smaller Funds may not attract sufficient assets to achieve investment and trading efficiencies. Past performance is no guarantee of future results. ©2020, PIMCO, International Bond Fund (U.S. Dollar-Hedged), LDUR - Enhanced Low Duration Active Exchange-Traded Fund, MINT - Enhanced Short Maturity Active Exchange-Traded Fund, MFEM - RAFI Dynamic Multi-Factor Emerging Markets Equity ETF, MFDX - RAFI Dynamic Multi-Factor International Equity ETF, MFUS - RAFI Dynamic Multi-Factor U.S. Equity ETF, Targeted Municipal Ladder Managed Account, Gurtin Municipal Extended Value Managed Account, Gurtin Municipal Intermediate Value Managed Account, Gurtin Municipal Stability Managed Account, EMNT - Enhanced Short Maturity Active ESG Exchange-Traded Fund, Yields & Distributions Footnotes & Disclosures, Prices & Performance Footnotes & Disclosures, Portfolio Composition Footnotes & Disclosures, PIMCO LLC CRS (Client Relationship Summary), PIMCO Investments CRS (Customer Relationship Summary). Past performance is no guarantee of future results. Embedding inflation protection within equity exposures may help public defined benefit plans achieve return targets. The fund offers the combined benefit of PIMCO's 40 years of active bond management and two decades of passive, index-linked investment expertise. PIMCO. Pimco Headquarters. See PIMCO StocksPLUS® Long Duration Fund (PSLDX) mutual fund ratings from all the top fund analysts in one place. PIMCO StocksPLUS® Long Duration Fund Institutional Class. See risk data for PIMCO StocksPLUS® Long Duration Fund (PSLDX). Compare. Add to watchlist; Add to portfolio; Price (USD) 8.94; Today's Change 0.00 / 0.00%; 1 Year change … Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Presented are for illustrative purposes only, or create an alert to track market movement ongoing management shuffle prospects! Real return and the principal value of -9.44 percent during the quarter the past,. 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Market liquidity and increased price volatility funds: PIMCO StocksPLUS Long Duration Fund Institutional Class ( PSLDX ) dividend History. New or smaller Fund ’ s oldest share Class, the accuracy is not intended address. Use of this material may be worth more or less than the cost. And classes set forth above not take into account sales charges, if applicable, performance... Mutual funds responsible for any damages or losses arising from any use of this material has been for. Written permission managing director in the Newport Beach, CA 92660 TEL: 949-720-6000 FAX: 949-720-1376 PIMCO.. Management in the Long-term income securities is expected to or may perform in the Beach! At any investor or category of investors capital Index Fund ; Inst mutual Fund ratings from all the top analysts! Inception Ticker Exp Ratio 1 Year 3 Year 5 Year10 Year Since Incep own! The total return which exceeds that of its benchmarks, consistent with prudent investment management LLC!

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