PIMCO StocksPLUS Intl (USD-Hedged) I2
PIMCO Investments LLC distributor
1633 Broadway
New York NY 10019
888-877-4626
Management information
Mohsen Fahmi,Lead manager since 11 January 2015
Mr. Tsu is a senior vice president and portfolio manager in the Newport Beach office, focusing on commercial mortgage-backed securities (CMBS) and collateralized loan obligations (CLOs). Prior to joining Pacific Investment Management Company LLC in 2008, he worked at Bear Stearns in New York, syndicating collateralized loan and collateralized debt obligations and other asset-backed transactions. He has eight years of investment experience and holds a bachelor's degree in economics and operations research from Columbia University.Mr. Tsu is one of Executive Vice Presidents of Pacific Investment Management Company LLC.
Morningstar style box
Yahoo partners with Morningstar, a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box, which identifies a fund's investment focus, based on the underlying securities in the fund.
Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryForeign Large Blend
Fund familyPIMCO
Net assets1.99B
YTD return-11.51%
Yield3.37%
Morningstar rating★★★★
Inception date8 Mar 2012
Fund operations
Last dividend0.11
Last cap gain0.00
Holdings turnover426.00%
Average for categoryN/A
Fees and expenses
ExpensePIUHXCategory average
Annual report expense ratio (net)1.10%0.98%
Prospectus net expense ratio1.10%N/A
Prospectus gross expense ratio1.10%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.26%
Max deferred sales loadN/A1.43%
3-yr expense projection350N/A
5-yr expense projection606N/A
10-yr expense projection1,340N/A
© 2020 Verizon Media. All rights reserved.
