- What does PSLDX invest in?
- The primary objective of this investment is to generate superior total returns, consistently surpassing those of its designated benchmarks, while adhering to sound investment principles. The fund endeavors to outperform both the S&P 500 Index and a secondary composite index. It achieves this, under typical market conditions, by allocating capital to financial instruments linked to the S&P 500 Index. These S&P 500-linked holdings are underpinned by a broad and varied portfolio of longer-term debt instruments. Such "Fixed Income Instruments" include a range of bonds, debt obligations, and comparable securities, which originate from both U.S. and international, public and private sector entities.
- What is the expense ratio of PSLDX?
- PIMCO StockPlus Long Duration Fd Insti Clas (PSLDX) charges an expense ratio of 2.88%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is PSLDX?
- PIMCO StockPlus Long Duration Fd Insti Clas (PSLDX) manages $556.5M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is PSLDX actively managed or an index fund?
- PSLDX is a passive index fund — it tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios (PSLDX's is 2.88%) because there's no security selection cost.
- When was PSLDX launched?
- PIMCO StockPlus Long Duration Fd Insti Clas (PSLDX) launched in September 2007 and is managed by PIMCO.
- How has PSLDX performed?
- PSLDX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
