PIMCO StocksPLUS® Long Duration 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 StocksPLUS® Long Duration Fund Institutional Class | |||
| Category | Multi-Asset Leveraged | |||
| 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 | 11.11% | |||
| Dividend | PSLDX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.24% | |||
| Asset Allocation | PSLDX-NASDAQ | Click to Compare |
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| Cash | -140.66% | |||
| Stock | 100.01% | |||
| U.S. Stock | 99.94% | |||
| Non-U.S. Stock | 0.07% | |||
| Bond | 140.65% | |||
| U.S. Bond | 116.06% | |||
| Non-U.S. Bond | 24.59% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | PSLDX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.05% | |||
| 30-Day Total Return | 9.70% | |||
| 60-Day Total Return | 1.35% | |||
| 90-Day Total Return | 2.21% | |||
| Year to Date Total Return | 3.93% | |||
| 1-Year Total Return | 32.83% | |||
| 2-Year Total Return | 49.19% | |||
| 3-Year Total Return | 63.84% | |||
| 5-Year Total Return | 26.88% | |||
| 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 | $17.98 | |||
| 1-Month Low NAV | $15.56 | |||
| 1-Month High NAV | $17.99 | |||
| 52-Week Low NAV | $14.97 | |||
| 52-Week Low NAV (Date) | Apr 25, 2025 | |||
| 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 | 1.65 | |||
| Standard Deviation | 22.03 | |||
| Balance Sheet | PSLDX-NASDAQ | Click to Compare |
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| Total Assets | 501.72M | |||
| Operating Ratios | PSLDX-NASDAQ | Click to Compare |
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| Expense Ratio | 3.65% | |||
| Turnover Ratio | 286.00% | |||
| Performance | PSLDX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 31.44% | |||
| Last Bear Market Total Return | -27.86% | |||