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PSOCX PIMCO StocksPLUS® Absolute Return C

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Fund PSOCX PIMCO StocksPLUS® Absolute Return C FDYRX Salient US Dividend Signal Investor  
Similarity
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100% 85%
Annual Fees
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$189.25
(1.79% Exp. Ratio)
$141.67
(1.34% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.73% annual return
$30,918.02 $35,462.85
Est. savings over 30 yrs +$4,544.83
Return
As of 11/30/16
1 YR RETURN 8.57%
3 YR 7.26%
5 YR 14.88%
10 YR 7.59%
1 YR RETURN 9.82%
3 YR 8.68%
5 YR --
10 YR --
Description
The investment seeks total return. The fund seeks to exceed the total return of the S&P 500 Index by investing under normal circumstances in S&P 500 Index derivatives, backed by a portfolio of Fixed Income Instruments. "Fixed Income Instruments" include bonds, debt securities and other similar instruments issued by various U.S. and non-U.S. public- or private-sector entities. The fund will normally limit its foreign currency exposure (from non-U.S. dollar-denominated securities or currencies) to 35% of its total assets.
The investment seeks total return, with dividend and interest income being an important component of that return, while exhibiting less downside volatility than the Russell 3000 Index. Under normal conditions, the fund invests at least 80% of its net assets plus borrowings for investment purposes, if any, in the equity securities of dividend paying companies domiciled in the United States. Forward Management, LLC d/b/a Salient selects investments based on their fundamental quality, dividend yield, dividend growth potential, valuation and anticipated price appreciation.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.

Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

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