PSSAX – PIMCO Inverse Stocks PLUS Bd Alp A Investment Strategy | Morningstar

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Strategy

The investment seeks total return through the implementation of short investment positions on the S&P 500 Index. The fund will invest, under normal circumstances, at least 80% of its assets in a combination of stocks, equity derivatives and/or equity-related underlying funds, and Fixed Income Instrument investments. These instruments may include, or be represented by, forwards or derivatives such as options, futures contracts or swap agreements.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
PSTIX	PIMCO Inverse Stocks PLUS Bond Alpha Fund Institutional Class	Institutional	Open	—	—	Jul 23, 2003	$12.67M	0.640%	Below Average	$1M	−$13,796.58
PSPLX	PIMCO Inverse Stocks PLUS Bond Alpha Fund Class I-2	Institutional	Open	—	—	Jan 29, 2010	$42.37M	0.740%	Average	$1M	−$11.13M
PSNNX	PIMCO Inverse Stocks PLUS Bond Alpha Fund I-3	Institutional	Open	—	—	Apr 27, 2018	$1.84M	0.790%	Above Average	$1M	$281,599.53
PSSAX	PIMCO Inverse Stocks PLUS Bond Alpha Fund Class A	Front Load	Open	—	—	Jul 31, 2006	$13.27M	1.040%	Low	$1,000	−$652,191.06
PSSCX	PIMCO Inverse Stocks PLUS Bond Alpha Fund Class C	Level Load	Open	—	—	Jul 31, 2006	$2.48M	1.790%	Low	$1,000	$155,140.14

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