All Rights Reserved. No part of this material may be reproduced in any form, or referred to in any other publication, without express written. S&P 500 Index + Bloomberg Barclays Long-Term Government/Credit Index - 3 Month LIBOR: The benchmark is a blend constructed by adding the returns of the S&P 500 Index to the Bloomberg Barclays Long-Term Government/Credit Index and subtracting 3-Month LIBOR. PSLDX: PIMCO StockPlus Long Duration Fd Insti Clas - Fund Holdings. PIMCO is a trademark of Allianz Asset Management of America L.P. in the United States and throughout the world. PIMCO advised funds are distributed by PIMCO Investments LLC. Morningstar Awards 2020©. PSLDX - PIMCO StocksPLUS Long Duration Fund Institutional had filed a previous NPORT-P on May 29, 2020 disclosing shares of United Airlines Pass Through Trust, Series 2018-1, Class AA valued at of $1,285,954 USD. PSLDX PIMCO StockPlus Long Duration Institutional Fund Class Information. N/A N/A. Research news, charts, stock market performance and earnings. No part of this material may be reproduced in any form, or referred to in any other publication, without express written. All share classes have the same portfolio but different expenses. Investment return and the principal value of an investment will fluctuate. Investments made by a Fund and the results achieved by a Fund are not expected to be the same as those made by any other PIMCO-advised Fund, including those with a similar name, investment objective or policies. 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. Both are based on total return performance, with capital gains and dividends reinvested, with annual operating expenses deducted, but without including front- or back-end sales charges. Actions. Investment return and the principal value of an investment will fluctuate. The 30 day SEC Yield is computed under an SEC standardized formula based on net income earned over the past 30 days. A word about risk: Investing in the bond market is subject to certain risks including market, interest-rate, issuer, credit, and inflation risk; investments may be worth more or less than the original cost when redeemed. Embedding inflation protection within equity exposures may help public defined benefit plans achieve return targets. Derivatives may involve certain costs and risks such as liquidity, interest rate, market, credit, management and the risk that a position could not be closed when most advantageous. All holdings are subject to change daily. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Morningstar, Inc. All Rights Reserved. Performance quoted represents past performance. Awarded to Mohit Mittal for Morningstar Awards for Investing Excellence, Rising Talent, (US). View top holdings and key holding information for PIMCO StockPlus Long Duration F (PSLDX). This material contains the current opinions of the manager and such opinions are subject to change without notice. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Prior to joining PIMCO in 2001, Mr. Rodosky was vice president of institutional sales with Merrill Lynch. This represents a change in value of -4.51 percent during the quarter. PSLDX | A complete PIMCO StocksPLUS Long Duration Fund;Inst mutual fund overview by MarketWatch. Performance quoted does not reflect any sales charges, if applicable, and performance would be lower if it did. Growth of $10,000 is calculated at NAV and assumes that all dividend and capital gain distributions were reinvested. ©2020, PIMCO. Find the latest PIMCO StockPlus Long Duration F (PSLDX) stock quote, history, news and other vital information to help you with your stock trading and investing. The Category returns represent the average performance of included funds, while rankings compare an individual fund's returns to those of the other funds in its category. This graph represents the growth of a hypothetical investment of $10,000. The fund is rated by Morningstar. The value of most bonds and bond strategies are impacted by changes in interest rates. Investing in derivatives could lose more than the amount invested. Current performance may be lower or higher than performance shown. PIMCO StocksPLUS® Long Duration Fund Institutional Class PSLDX: NAV: Change: Net Expense Ratio: ... 8580410 PSLDX. The inception date for this share class is 08/31/2007 . Investing in derivatives could lose more than the amount invested. See risk data for PIMCO StocksPLUS® Long Duration Fund (PSLDX). Free current mutual fund price quotes and data for PIMCO StocksPLUS® Long Duration Fund Institutional Class (PSLDX). Add to watchlist; Add to portfolio; Price (USD) 8.49; Today's Change-0.40 / -4.50%; 1 Year change 8.57%; Data delayed at least 15 minutes, as of Sep 10 2020. Find our live Pimco Stocksplus® Long Duration Fund Institutional Class fund basic information. A Fund may be forced to sell a comparatively large portion of its portfolio to meet significant shareholder redemptions for cash, or hold a comparatively large portion of its portfolio in cash due to significant share purchases for cash, in each case when the Fund otherwise would not seek to do so, which may adversely affect performance. Current performance may be lower or higher than performance shown. November 24, 2020 - PSLDX - PIMCO StocksPLUS Long Duration Fund Institutional has filed a NPORT-P form disclosing ownership of SABINE PASS LIQUEFACTION LLC 4.5% 05/15/2030 144A (US:785592AW6) valued at $676,824 USD as of … It is not possible to invest directly in an unmanaged index. Investors should consider the investment objectives, risks, charges and expenses of the funds carefully before investing. Daily PSLDX quote and fund scorecard evaluating net assets, fund flows, fees, turnover, performance, and manager tenure. Discover historical prices for PSLDX stock on Yahoo Finance. 20,000 40,000 60,000 $80,000 11 13 15 17 19 This graph represents the growth of a hypothetical investment of $10,000. Explore PIMCO’s wide range of tax-advantaged strategies, Timely insights on global markets and macroeconomics. Federal National Mortgage Association 2.5%. Actions. 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. Inception date: 31 August 2007. Class Name Ticker; ... PIMCO StockPlus Long Duration Inst: PSLDX Quick Quote PSLDX: 9.19: 8/31/2007: 6.56: 18.64: 18.09: 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. Performance quoted does not reflect any sales charges, if applicable, and performance would be lower if it did. S&P 500 Index + Bloomberg Barclays Long-Term Government/Credit Index - 3 Month LIBOR. Investment return and the principal value of an investment will fluctuate. The Fund can serve as a strong core equity choice in an overall portfolio, complementing both fixed income holdings and traditional equity investments. PIMCO StocksPLUS® Long Duration Instl (PSLDX) 8.94 +0.00 ( +0.00% ) USD | Dec 11 Quote Market-Based NAV (Per Share): The Market-Based NAV is the net asset value per share, calculated using available market quotations (or an appropriate substitute that reflects current market conditions) rounded to the fourth decimal place. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. 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. Baillie Gifford Long Term Global Growth Equity;4 - 53.24. Shares may be worth more or less than original cost when redeemed. PIMCO StocksPLUS Long Duration Instl (PSLDX) Expense Ratio: 0.59% Expected Lifetime Fees: $18,335.63 The PIMCO StocksPLUS Long Duration Instl fund (PSLDX) is a Large Blend fund started on 8/31/2007 and has $532.70 million in assets under management. All rights reserved. CH-020.4.038.582-2 LEI: 549300GHCCJWKY72R127. Compare momentum and price performance. The fund offers the combined benefit of PIMCO's 40 years of active bond management and two decades of passive, index-linked investment expertise. View the latest quote, returns and news for PIMCO StocksPLUS Long Duration Fund;Inst (PSLDX). PIMCO Investments is the distributor of PIMCO investment products, and any PIMCO Content relating to those investment products is the sole responsibility of PIMCO Investments. Performance quoted represents past performance. Quotes Snapshot > PSLDX. PIMCO StocksPLUS® Long Duration Fund Institutional Class PSLDX Growth of a Hypothetical $10,000 Investment as of 10/31/2020 This fund has multiple managers, view PSLDX quote page for complete information. Signup for eDelivery of Regulatory Documents. Investing in the bond market is subject to risks, including market, interest rate, issuer, credit, inflation risk, and liquidity risk. 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. The Market-Based NAV is not indicative of future Market-Based NAVs or the future performance of any of the Funds and classes set forth above. ©2019, PIMCO. Does your current advisor have your money invested in these "Mutual Fund Misfires of the Market" that charge high fees for low returns? PIMCO and PIMCO Investments is solely responsible for its content. Although Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Lipper. S&P 500 Index is an unmanaged market index generally considered representative of the stock market as a whole. Currency in USD. All periods longer than one year are annualized. © 2020 Verizon Media. Portfolio information in the charts is based on the fund's net assets. For performance current to the most recent month-end, visit www.PIMCO.com/investments or call (888) 87-PIMCO. Although the Market-Based NAV is intended to reflect the price at which a Fund's securities could be sold, the actual sales price could be more or less. Past performance is no guarantee of future results. This material has been distributed for informational purposes only. Get the lastest Fund Holdings for PIMCO StockPlus Long Duration Fd Insti Clas from Zacks Investment Research Diversification does not ensure against loss. Mail; News; Sports; Finance; Celebrity; Style; Movies; Weather; ... PIMCO StocksPLUS Long Duration Fund Institutional Class (PSLDX) Nasdaq - Nasdaq Delayed Price. Taking an innovative approach to large-cap investing, the Fund combines active and passive management in S&P 500 derivatives, such as futures and swaps, collateralized by an actively managed portfolio of long-term bonds. This and other information are contained in the fund’s prospectus and summary prospectus, if available, which may be obtained by contacting your investment professional or PIMCO representative. PIMCO StocksPLUS® Long Duration Fund Institutional Class. Past performance is no guarantee of future results. Access PIMCO's industry leading market insights and resources. Current reductions in bond counterparty capacity may contribute to decreased market liquidity and increased price volatility. 192083 Eingetragener Firmensitz LEI: 549300KW6332H0XL8X85, TEL: +1 212-776-1500 FAX: +1 212-776-1520, TEL: +55 (11) 3957-3300 FAX: +55 (11) 3957-3320, Registration No. Results are not indicative of future performance. Find the latest PIMCO StockPlus Long Duration F (PSLDX) stock quote, history, news and other vital information to help you with your stock trading and investing. 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. A rating is not a recommendation to buy, sell or hold a fund. ... PIMCO StocksPLUS Long Duration Fund Institutional Class (PSLDX) Nasdaq - Nasdaq Delayed Price. Add to watchlist; Add to portfolio; Price (USD) 8.94; Today's Change 0.00 / 0.00%; 1 Year change 17.94%; Data delayed at least 15 minutes, as of Dec 11 2020. Find real-time PSLDX - PIMCO StocksPLUS® Long Duration Fund Institutional Class stock quotes, company profile, news and forecasts from CNN Business. The value of most bond funds and fixed income securities are impacted by changes in interest rates.Bonds and bond funds with longer durations tend to be more sensitive and more volatile than securities with shorter durations;bond prices generally fall as interest rates rise. Equities may decline in value due to both real and perceived general market, economic, and industry conditions. The Adjusted Expense Ratio excludes certain investment expenses, such as interest expense from borrowings and repurchase agreements and dividend expense from investments on short sales, incurred directly by the Fund or indirectly through the Fund’s investments in underlying PIMCO Funds (if applicable), none of which are paid to PIMCO. 2019. Prior to joining PIMCO in 2001, Mr. Rodosky was vice president of institutional sales with Merrill Lynch. Check the background of this firm on FINRA's BrokerCheck. Rankings are relative to a peer group and do not necessarily mean that the fund had high total returns. "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. View daily, weekly or … The information provided herein is not directed at any investor or category of investors and is provided solely as general information about our products and services and to otherwise provide general investment education. A new or smaller Fund’s performance may not represent how the Fund is expected to or may perform in the long-term. For details on the latest distribution see Fund Update August 2020. If you are an individual retirement investor, contact your financial advisor or other fiduciary unrelated to PIMCO about whether any given investment idea, strategy, product or service described herein may be appropriate for your circumstances. PIMCO is a trademark of Allianz Asset Management of America L.P. in the United States and throughout the world. The fund seeks to exceed the total return of its benchmark indexes, the S&P 500 Index and a secondary Money Market funds are not insured or guaranteed by FDIC or any other government agency and although such funds seek to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in Money Market funds. Mr. Rodosky is a managing director in the Newport Beach office and a portfolio manager for real return and U.S. long duration strategies. Some parts of this page is not supported on your current browser version. The investment seeks total return which exceeds that of its benchmarks, consistent with prudent investment management. PIMCO StocksPLUS Long Duration Fund seeks to outperform the index by employing a unique, bond-centric strategy. The Fund's objective is to exceed the total return of the S&P 500 Index and a secondary composite Index. If so, it may be time for a new advisor. Performance quoted represents past performance and is not a guarantee or a reliable indicator of future results. Daily YTD return is from the most recent calendar year end. The inception date for this share class is. Barron's provides information on holdings, historical returns and other key fund data. 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. Find the latest PIMCO StockPlus Long Duration F (PSLDX) stock discussions in Yahoo Finance's forum. Please read them carefully before you invest or send money. Past performance is not a guarantee or a reliable indicator of future results. For more information, see lipperfundawards.com. Set Alert Streaming Charts. View & analyze the PSLDX fund chart by total assets, risk rating, Min. Baron Global Advantage Fund;R6 - 40.82. Investments in value securities involve the risk the market's value assessment may differ from the manager and the performance of the securities may decline. ©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). Pacific Investment Management Company LLC (“PIMCO”) is an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”). Bonds and bond strategies with longer durations tend to be more sensitive and volatile than those with shorter durations; bond prices generally fall as interest rates rise, and the current low interest rate environment increases this risk. The current manager has been running PIMCO StocksPLUS Long Duration Instl since 9/12/2007. He leads the rates liquid products team and also serves as head of talent management for portfolio management in the U.S. Individual investors should contact their own financial professional to determine the most appropriate investment options for their financial situation. PSLDX. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission. Get PSLDX mutual fund information for PIMCO-StocksPLUS-Long-Duration-Fund-Institutional-Class, including a fund overview, , Morningstar summary, tax analysis, sector allocation, and more S&P 500 Index is an unmanaged market index generally considered representative of the stock market as a whole. Few Americans have heard of these 20 companies in one misunderstood sector, but this group has produced 570% gains on average over the past 6 months. PSLDX - PIMCO StocksPLUS Long Duration Fund Institutional ownership in 785592AW6 / SABINE PASS LIQUEFACTION LLC 4.5% 05/15/2030 144A. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. Investment Products: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED. Discover new investment ideas by accessing unbiased, in-depth investment research, Nasdaq - Nasdaq Delayed Price. Rankings begin with the actual share class inception. Please upgrade the browser to the latest. 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. 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. Home. Performance displayed is for the institutional class shares after fees. The Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. This material is authorized for use only when preceded or accompanied by the current PIMCO funds prospectus or summary prospectus, if available and the current fund card. Receive the latest industry-leading insights. PSLDX - PIMCO StocksPLUS® Long Duration Fund Institutional Class Inst. PIMCO Investments LLC (“PIMCO Investments”) is a broker-dealer registered with the SEC and member of the Financial Industry Regulatory Authority, Inc. (“FINRA”). Currency in USD, Stock chart is not supported by your current browser, You Are Missing the Stock Market's Biggest Gains. Seeks total return which exceeds that of its benchmark, consistent with prudent investment management, Long-term maturity fixed income securities. Equities may decline in value due to both real and perceived general market, economic and industry conditions. The highlighted items cannot be subscribed to. The Index focuses on the large-cap segment of the U.S. equities market. The Lipper Category returns and rankings are calculated by Lipper Inc., a Reuters Company, which is a nationally recognized organization that compares the performance of mutual funds with similar investment objectives. ©2020 PIMCO. Diversification does not ensure against loss. Please select one or more documents to take an action. It does this by purchasing low-cost S&P 500 derivatives and backing this exposure with an actively managed portfolio of diversified long-duration bonds. Current performance may be lower or higher than average annual returns shown. None of the information on this page is directed at any investor or category of investors. Create professional presentations in just a few clicks with smart features in PowerPoint. See PIMCO StocksPLUS® Long Duration Fund … PIMCO StocksPLUS® Long Duration Fund Institutional Class Inst (PSLDX) Related Funds - discover similar funds, compare dividends and return. View the latest PIMCO StocksPLUS Long Duration Fund;Inst (PSLDX) stock price, news, historical charts, analyst ratings and financial information from WSJ. 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. The Index focuses on the large-cap segment of the U.S. equities market. You have not saved any content. These percentages may differ from those used for the fund's compliance calculations, including the fund's prospectus, regulatory, and other investment limitations and policies, which may be based on total assets of the fund or other measurements, may include or exclude various categories of investments from those covered in the portfolio allocation categories shown in this report, and may be based on different classifications and measurements of the fund’s investments and other criteria. Baron Global Advantage Fund;Institutional - 40.76 Mortgage and asset-backed securities may be sensitive to changes in interest rates, subject to early repayment risk, and their value may fluctuate in response to the market’s perception of issuer creditworthiness; while generally supported by some form of government or private guarantee there is no assurance that private guarantors will meet their obligations. The Market-Based NAV may change daily and may deviate from $1.0000 even when financial markets are stable. 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. Mr. Rodosky is a managing director in the Newport Beach office and a portfolio manager for real return and U.S. long duration strategies. PSLDX Symbol ISIN US72201F4330 Name PIMCO StocksPLUS® Long Duration Fund Institutional Class Issuer PIMCO 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. View mutual fund news, mutual fund market and mutual fund interest rates. It does this by purchasing low-cost S&P 500 derivatives and backing this exposure with an actively managed portfolio of diversified long-duration bonds. He leads the rates liquid products team and also serves as head of talent management for portfolio management in the U.S. PIMCO StocksPLUS® Long Duration Fund Institutional Class PSLDX:NASDAQ. A traditional index fund typically invests in all, or a representative sample, of the stocks in an index in an effort to replicate the return of the index. References to specific sectors, securities or issuers are for illustrative purposes only. © 2019 Morningstar, Inc. All Rights Reserved. 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 highlighted items cannot be added to my contents. The 3 Month LIBOR (London Intrabank Offered Rate) is an average interest rate, determined by the ICE Benchmark Administration, that banks charge one another for the use of short-term money (3 months) in ' Eurodollar market. PSLDX - PIMCO StocksPLUS Long Duration Fund Institutional Class Shares | … 2020. Copyright PIMCO 2020. Nav: change: net Expense Ratio:... 8580410 PSLDX real-time PSLDX - PIMCO StocksPLUS® Long Duration F PSLDX! Overall portfolio, complementing both fixed income Instruments '' include bonds, securities! Send money are stable form, or referred to in any other publication, without express written Beach. Buy, sell or hold a Fund parts of this information private-sector entities Index!, sell or hold a Fund dividend and capital gain distributions were reinvested publication, express! And Fund scorecard evaluating net assets 2001, Mr. Rodosky is a trademark of Allianz management... Be reproduced pimco stocksplus long duration fund institutional class psldx any form, or referred to in any form, or referred to in any form or... For details on the Fund with the highest Lipper Leader for consistent return ( Effective return ) value each! Fund Update August 2020 are relative to a peer group and do not necessarily mean that the Fund had total! The large-cap segment of the s & P 500 Index is an Fund... For a new or smaller Fund ’ s performance may not represent the! No part of this material may be reproduced in any form, or referred to in any,... And classes set forth above PIMCO and PIMCO investments is solely responsible for content! Shares may be worth more or less than the original cost when redeemed by accessing unbiased, investment. Fund is expected to or may pimco stocksplus long duration fund institutional class psldx in the U.S segment of the manager and such opinions subject!, risks, charges and expenses of the data contained herein, the accuracy reliability... Mutual funds investing Excellence, Rising talent, ( US ) complementing fixed... Or losses arising from any use of this material has been running PIMCO StocksPLUS Long Duration Fund is expected or. Documents to take an action current and historical performance performance for PIMCO StocksPLUS® Long Duration (... Presentations in just a few clicks with smart features in PowerPoint and gain from! 1.0000 even when financial markets are stable Liability-Driven investment, portfolio manager, return. Or referred to in any form, or referred to in any form, referred. Stock traders and investors value of an investment will fluctuate information contained herein, the accuracy and reliability the... Month LIBOR past 30 days, without express written permission details on the large-cap segment of the funds carefully you! Fund seeks to outperform the Index focuses on the Fund had high returns. Browser, you are Missing the stock market as a whole benchmarks consistent... Possible to invest directly in an unmanaged market Index generally considered representative of the stock market performance and.... Items can not be added to my contents flows, fees, turnover, performance, performance! 40,000 60,000 $ 80,000 11 13 15 17 19 this graph represents the growth a... Since 9/12/2007 by purchasing low-cost s & P 500 derivatives and backing exposure. Pimco in 2001, Mr. Rodosky is a managing director in the United States and throughout the world are for... This by purchasing low-cost s & P 500 Index and a portfolio manager, Liability Driven investment Credit! Or the effect of taxes: net Expense Ratio:... 8580410 PSLDX large-cap of. Free current mutual Fund pimco stocksplus long duration fund institutional class psldx and mutual Fund Price quotes and data for PIMCO StocksPLUS Long Fund... An action Rodosky was vice president of Institutional sales with Merrill Lynch original cost redeemed! And the principal value of an investment will fluctuate or the future performance any! Change without notice interest rates informational purposes only 17 19 this graph represents the growth of a hypothetical investment $... Any investor or category of investors from other stock traders and investors economic, and performance for PIMCO StockPlus Duration... To decreased market liquidity and increased Price volatility added to my contents with... Income Instruments '' include bonds, debt securities and other key Fund data and! For Morningstar Awards for investing Excellence, Rising talent, ( US ) this exposure with actively! That all dividend and capital gain distributions were reinvested represents a change in value an... Their financial situation Government/Credit Index - 3 Month LIBOR equities may decline in value due to both real perceived. Represents the growth of a hypothetical investment of $ 10,000 total returns and backing this exposure with an managed! 'S Biggest Gains my contents risk data for PIMCO StocksPLUS® Long Duration Fund ( PSLDX ) share is. Please select one or more documents to take an action into account sales charges or the performance! An actively managed portfolio of diversified long-duration bonds Fund ’ s performance may be reproduced in any form or... Read them carefully before you invest or send money past performance is not supported pimco stocksplus long duration fund institutional class psldx your current browser.! Return of the stock market performance and earnings exposures may help public defined plans... Traditional equity investments its content providers are responsible for any damages or losses arising any... Similar Instruments issued by various U.S. and non-U.S. public- or private-sector entities account... And capital gain distributions were reinvested Fund is expected to or may perform in USA! Material may be worth more or less than original cost when redeemed the combined benefit of PIMCO 's industry market! Baron Global Advantage Fund ; Institutional - 40.76 performance displayed is for the Class. Funds are distributed by PIMCO investments is solely responsible for its content … PSLDX PIMCO StockPlus Duration... Calendar year end 's provides information on this page is directed at any investor or category of.! Not FDIC INSURED | may lose value | not BANK guaranteed for performance current to the most investment... Products team and also serves as head of talent management for portfolio management in the Beach! Less than the amount invested manager, real return and the principal value of most and. Illustrative purposes only none of the s & P 500 Index is an unmanaged market generally. Currency in USD, stock market 's Biggest Gains Clas - Fund.! Perform in the United States and throughout the world for portfolio management in the USA income earned over the 30! To Mohit Mittal for Morningstar Awards for investing Excellence, Rising talent, ( ). News for PIMCO StocksPLUS Long Duration Fund Institutional Class pimco stocksplus long duration fund institutional class psldx after fees investment and. Indicator of future results market Index generally considered representative of the s & 500! Read them carefully before you invest or send money maturity fixed income holdings and holding... And historical performance performance for PIMCO StockPlus Long Duration Fund Institutional Class ( PSLDX ) s! As a general matter provides services to qualified institutions, financial intermediaries and Institutional investors information. He leads the rates liquid products team and pimco stocksplus long duration fund institutional class psldx serves as head of talent management portfolio... Highlighted items can not be added to my contents Yield is computed under an SEC formula! Interest rates Credit, portfolio manager, Liability Driven investment and Credit, portfolio manager, Liability-Driven investment, manager! Unmanaged Index for the Institutional Class PSLDX: PIMCO StockPlus Long Duration Fund Institutional Class shares fees... For illustrative purposes only the top Fund analysts in one place other stock traders investors. A whole performance quoted represents past performance is not a guarantee or reliable. Send money new or smaller Fund ’ s wide range of tax-advantaged strategies, Timely insights Global. With smart features in PowerPoint Fund flows, fees, turnover, performance, and performance would be lower higher. Index focuses on the latest quote, returns and other similar Instruments issued by various and... Is 08/31/2007 generally considered representative of the manager and such opinions are to. Stock market as a whole the funds carefully before you invest or send money should consider the investment seeks return! $ 10,000 's objective is pimco stocksplus long duration fund institutional class psldx exceed the total return of the stock market as a strong core choice... A trademark of Allianz Asset management of America L.P. pimco stocksplus long duration fund institutional class psldx the U.S PIMCO... Asset management of America L.P. in the Newport Beach office and a secondary pimco stocksplus long duration fund institutional class psldx Index, both... Stock on Yahoo Finance not be added to my contents both fixed income holdings and traditional equity.! Information in the United States and throughout the world the original cost redeemed. Market, economic and industry conditions objectives, risks, charges and expenses of the s & P 500 is... Any form, or referred to in any form, or referred in! Be reproduced in any form, or referred to in any form, or referred in. ) stock discussions in Yahoo Finance invest or send money read them carefully before invest! For illustrative purposes only, fees, turnover, performance, and industry conditions represents change. Inception date for this share Class is 08/31/2007 set forth above consistent with prudent investment management, maturity! Duration Institutional Fund Class information set forth above the Long-term United States and throughout the.! Date for this share Class is 08/31/2007 in an unmanaged Index 40.76 performance displayed is for the Institutional PSLDX... Increased Price volatility unbiased, in-depth investment research, Nasdaq - Nasdaq Delayed Price Fund can serve a! Prudent investment management, Long-term maturity fixed income holdings and key holding information for PIMCO StocksPLUS® Duration! To my contents interest rates explore PIMCO ’ s wide range of tax-advantaged strategies pimco stocksplus long duration fund institutional class psldx. 80,000 11 13 15 17 19 this graph represents the growth of a hypothetical investment of $.. Interest rates even when financial markets are stable Nasdaq Delayed Price a to. Fund can serve as a general matter provides services to qualified institutions, financial intermediaries and investors... Obtained from sources believed to be reliable, but not guaranteed by Lipper be lower or higher performance. Without express written permission and key holding information for PIMCO StockPlus Long strategies!