Pimco Stocksplus Long Fund Quote
| PSLDX Fund | USD 17.88 0.41 2.35% |
Performance5 of 100
| Odds Of DistressLess than 19
|
Pimco Stocksplus is trading at 17.88 as of the 26th of November 2024; that is 2.35 percent up since the beginning of the trading day. The fund's open price was 17.47. Pimco Stocksplus has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Pimco Stocksplus Long are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 31st of January 2024 and ending today, the 26th of November 2024. Click here to learn more.
The fund seeks to exceed the total return of its benchmark indexes, the SP 500 Index and a secondary blended index, by investing under normal circumstances in SP 500 Index derivatives, backed by a diversified portfolio of long-term Fixed Income Instruments. More on Pimco Stocksplus Long
Pimco Mutual Fund Highlights
| Fund Concentration | PIMCO Funds, Large Growth Funds, Allocation--85%+ Equity Funds, Allocation--85%+ Equity, PIMCO (View all Sectors) |
| Update Date | 30th of September 2024 |
Pimco Stocksplus Long [PSLDX] is traded in USA and was established 26th of November 2024. Pimco Stocksplus is listed under PIMCO category by Fama And French industry classification. The fund is listed under Allocation--85%+ Equity category and is part of PIMCO family. This fund at this time has accumulated 487.84 M in assets with minimum initial investment of 1000 K. Pimco Stocksplus Long is currently producing year-to-date (YTD) return of 18.17% with the current yeild of 0.14%, while the total return for the last 3 years was -4.14%.
Check Pimco Stocksplus Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Pimco Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Pimco Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Pimco Stocksplus Long Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Pimco Stocksplus Long Risk Profiles
| Mean Deviation | 0.7371 | |||
| Semi Deviation | 0.9233 | |||
| Standard Deviation | 0.9196 | |||
| Variance | 0.8457 |
Pimco Stocksplus Against Markets
Other Information on Investing in Pimco Mutual Fund
Pimco Stocksplus financial ratios help investors to determine whether Pimco Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Pimco with respect to the benefits of owning Pimco Stocksplus security.
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