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Benchmark SP 500  1,650   0.91  Index Moved Down -0.06% ...


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PIMCO quote and profile

 
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11.78
  
FUND
0.02  Macroaxis: 0.17 Up   0.17%  
Last 1 Month(s)
11.7312.29
 

Diversification Suggestion

Use PIMCO to enhance returns of your portfolios. The fund experiences normal upward fluctuation
Analyze PIMCO Long Duration Trend or Check current 30 days PIMCO correlation with market (S&P 500)
1 Month Beta -0.48  
Highest Price:  
Lowest Price:  
12.29  
11.73  
May 01 2013 
May 22 2013 
As returns on market increase, returns on owning PIMCO are expected to decrease at a much smaller rate. During bear market, PIMCO is likely to outperform the market.
PIMCO Long Duration Total Return Instl Almost negative betaPIMCO Long Duration Beta Legend
PLRIX United States NASDAQ
PIMCO Long Duration Total Return Instl
PIMCO
Long-Term Bond
Benchmark S&P 500
Contact Number: 888. 877. 4626
Currency: USD - US Dollar
Traded on NASDAQ Stock Exchange
    
Number of Employees1
Net Asset6.68 B
Last Dividend Paid0.04
 thisGreen PLRIX PLRIX agains markets  0.17 % Macroaxis: 0.17 Moved Up  
 
 United States Russel   0.00 % No Change  
 United States Nasdaq   0.01 % Macroaxis: 0.01 Moved Down  
 
 United States SP 500   0.06 % Macroaxis: 0.06 Moved Down  
 
 United States NYSE   0.25 % Macroaxis: 0.25 Moved Down  
 
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Stephen Rodosky  Money Manager
Fund Manager since July 30, 2007
Mr. Rodosky is a managing director in the Newport Beach office and a portfolio manager covering Treasury bonds, agencies and futures. He is the lead portfolio manager for long duration strategies. ...
    

PIMCO Price and Market Media

The median price of PIMCO for the period between Fri, Apr 26, 2013 and Sun, May 26, 2013 is 11.93 with a coefficient of variation of 1.53. The daily time series for the period is distributed with a sample standard deviation of 0.18, arithmetic mean of 11.98, and mean deviation of 0.16. The Fund did not receive any noticable media coverage during the period.
PIMCO         SP 500
Price Growth (%)
 

PIMCO Summary

PIMCO Long Duration Total Return Instl [PLRIX] is traded in USA and was established in August 30, 2006. The fund is listed under Long-Term Bond category and is part of PIMCO family. This fund at this time has accumulated 6.68 B in assets with minimum initial investment of 1000 K. PIMCO Long Duration Total Return Instl is currently producing year-to-date (YTD) return of -1.0% with the current yeild of 3.62%, while the total return for the last 3 years was 14.7%.

Fund Instrument Allocation for PIMCO

The fund consists of 87.18% investments in fixed income securities, with the rest of funds allocated in cash and various exotic instruments.
Past Market
Over 30
Days
0
Out Of
100
 
Chance of
Less
Than
%
 
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PIMCO Research Report

PIMCO vs. Vanguard

Correlation analysis and fundamentals comparison between PIMCO Long Duration and Vanguard LongTerm In

PIMCO Asset Under Management

PIMCO Long Duration Total Return Instl is regarded fifth largest fund in net asset among similar funds. Total Asset Under Management (AUM) of Long-Term Bond category is currently estimated at about 74.62 Billion. PIMCO holds roughly 6.68 Billion in net asset claiming about 9% of funds under Long-Term Bond category.

PIMCO Fundamentals

Five Year Return vs Minimum Initial Investment
Bond Positions Weight vs Price to Book
Five Year Return vs One Year Return
Price to Earning vs Price to Book

PIMCO vs Competition

PIMCO vs. Vanguard LongTerm InvestmentGrade Inv
PIMCO vs. Vanguard LongTerm InvestmentGrade Adm
PIMCO vs. PIMCO Long Duration Total Return P
PIMCO vs. Vanguard LongTerm Bond Index I
PIMCO vs. Vanguard LongTerm Bond Index Inv
PIMCO vs. Vanguard LongTerm Bond Idx InstlPls
PIMCO vs. PIMCO LongTerm Credit Institutional
PIMCO vs. PIMCO LongTerm Credit P
PIMCO vs. Cohen Steers Preferred Sec Inc A

PIMCO May 26 2013 Opportunity Range

Downside Deviation0.7608
Information Ratio(0.61)
Maximum Drawdown2.37
Value At Risk(1.10)
Potential Upside0.7377

 
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