An innovative solution to enhancing large cap equity returns
The Lipper-award-winning fund aims to outperform the S&P 500 Index by investing in equity-linked instruments, such as futures, providing the passive total returns of the S&P 500, plus an additional source of return potential.
Why Invest In This Fund
Offers the benefits of traditional passive and active investing
Traditional index funds aim to match the performance of a market index by investing in all, or a representative sample, of the stocks in the index. The fund goes further, combining passive exposure to the S&P 500 Index with additional return potential provided by an enhanced cash strategy. This unique approach allows the fund to retain key attributes of passive equity indexing, while also seeking to deliver market outperformance with low tracking error.
Provides alpha potential in one of the most efficient segment of the equity markets
Given the amount of research on U.S. large cap equities and how freely available information is in today’s market environment, it is one of the most difficult universes to outperform the passive index through stock picking. In the StocksPLUS strategy, excess returns are driven by a bond portfolio designed to generate alpha, adding a structural yield advantage that is repeatable and a proven way to outperform the S&P 500 over long investment time horizons.
Award winning performance
PIMCO has been recognized multiple times by Lipper as Best Group Large Equity for consistently strong risk-adjusted performance of our StocksPLUS strategies.
PIMCO helped pioneer the innovative StocksPLUS strategy in 1986 – the same award-winning approach used across our “PLUS” portfolios, which capitalizes on the depth and breadth of PIMCO’s global resources. Today, we manage “PLUS” portfolios across a range of objectives and market exposures.
S&P 500 Index
PRIMARY BENCHMARK DESCRIPTION
S&P 500 Index is an unmanaged market index generally considered representative of the stock market as a whole. The Index focuses on the large-cap segment of the U.S. equities market. It is not possible to invest directly in an unmanaged index.
SHARE CLASS INCEPTION