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PIMCO StocksPLUS Long Duration Instl (PSLDX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.70+0.23 (+1.49%)
As of 08:06AM EDT. Market open.

PIMCO StocksPLUS Long Duration Instl

New York NY 10019

1633 Broadway

PIMCO Investments LLC distributor

1-212-739-3000
Management information
,Lead manager since 28 February 2016
Mr. Mittal is CIO Core Strategies and a managing director based in the Newport Beach office. He is a member of the Investment Committee and a portfolio manager for fixed income multi-sector portfolios across the duration and credit spectrum. As CIO Core Strategies, Mr. Mittal has leadership and oversight responsibilities for long-only strategies across PIMCO's Low and Moderate Duration, Total Return, and Long Duration strategy suite. Morningstar named him winner of the 2020 U.S. Morningstar Award for Investing Excellence in the Rising Talent category.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryAllocation--85%+ Equity
Fund familyPIMCO
Net assets923.25M
YTD return7.27%
Yield6.29%
Morningstar rating★★★
Inception date30 Aug 2007

Fund operations

Last dividend0.47
Last cap gain-28.00
Holdings turnover76.00%
Average for categoryN/A

Fees and expenses

ExpensePSLDXCategory average
Annual report expense ratio (net)1.71%0.74%
Prospectus net expense ratio1.71%N/A
Prospectus gross expense ratio1.71%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.00%
Max deferred sales loadN/A1.42%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A