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PIMCO RAE Fundamental US Small Fund;Institutional

Ranked 650 out of 856 in - US Small & Medium Companies over 12 months
All calculations are in USD unless stated

Objective

The Fund seeks long-term capital appreciation. The Fund seeks to achieve its investment objective by investing under normal circumstances at least 80% of its assets in securities of U.S. small companies. Specifically, under normal circumstances, it will obtain exposure to a portfolio of stocks of U.S. small companies.

Performance

US Small & Medium Companies over : 31/03/2017 - 31/03/2018
  • Rank 650/856 Total Return
  • Rank 711/856 Standard Deviation
  • Rank 608/856 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -2.2%
2017 9.3% -0.5% 0.1% 5.6% 3.9%
2016 27.1% 2.1% 2.8% 8.3% 11.9%
2015 -11.6% 2.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date05/06/2015
  • Share Class size100Mn
  • Base currencyUSD
  • ISIN US72202L4216

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.24%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).