PIMCO Stocks PLUS Long Duration Bond Alpha Fund Institutional Class
PSLDX
NASDAQ
| Weiss Ratings | PSLDX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Weak | |||
| Reward Grade | D+ | |||
| Risk Index | Weak | |||
| Risk Grade | D+ | |||
| Company Info | PSLDX-NASDAQ | Click to Compare |
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| Provider | PIMCO | |||
| Manager/Tenure (Years) | Michael Cudzil (10), Mohit Mittal (10) | |||
| Website | http://www.pimco.com | |||
| Fund Information | PSLDX-NASDAQ | Click to Compare |
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| Fund Name | PIMCO Stocks PLUS Long Duration Bond Alpha Fund Institutional Class | |||
| Category | Multi-Asset Overlay | |||
| Sub-Category | Alternative Miscellaneous | |||
| Prospectus Objective | Growth and Income | |||
| Inception Date | Aug 31, 2007 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | PSLDX-NASDAQ | Click to Compare |
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| Dividend Yield | 13.31% | |||
| Dividend | PSLDX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.16% | |||
| Asset Allocation | PSLDX-NASDAQ | Click to Compare |
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| Cash | -154.18% | |||
| Stock | 101.41% | |||
| U.S. Stock | 101.05% | |||
| Non-U.S. Stock | 0.36% | |||
| Bond | 152.81% | |||
| U.S. Bond | 128.90% | |||
| Non-U.S. Bond | 23.91% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | -0.04% | |||
| Price History | PSLDX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -2.27% | |||
| 30-Day Total Return | -4.98% | |||
| 60-Day Total Return | -4.24% | |||
| 90-Day Total Return | -6.02% | |||
| Year to Date Total Return | 1.96% | |||
| 1-Year Total Return | 3.17% | |||
| 2-Year Total Return | 17.28% | |||
| 3-Year Total Return | 83.58% | |||
| 5-Year Total Return | 14.01% | |||
| Price | PSLDX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | PSLDX-NASDAQ | Click to Compare |
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| Nav | $16.73 | |||
| 1-Month Low NAV | $16.63 | |||
| 1-Month High NAV | $18.33 | |||
| 52-Week Low NAV | $15.56 | |||
| 52-Week Low NAV (Date) | Mar 27, 2026 | |||
| 52-Week High NAV | $19.27 | |||
| 52-Week High Price (Date) | Oct 28, 2025 | |||
| Beta / Standard Deviation | PSLDX-NASDAQ | Click to Compare |
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| Beta | 1.54 | |||
| Standard Deviation | 21.72 | |||
| Balance Sheet | PSLDX-NASDAQ | Click to Compare |
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| Total Assets | 470.21M | |||
| Operating Ratios | PSLDX-NASDAQ | Click to Compare |
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| Expense Ratio | 2.94% | |||
| Turnover Ratio | 267.00% | |||
| Performance | PSLDX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 31.44% | |||
| Last Bear Market Total Return | -27.86% | |||