StocksPLUS: More Than an Index Fund

A traditional index fund invests in all, or a representative sample, of the stocks in an index in an effort to match the return of the index. PIMCO StocksPLUS Total Return Fund seeks to outperform the index it follows by employing a unique bond-centric strategy to meet this objective.

PIMCO StocksPLUS Total Return Fund seeks total return which exceeds that of the overall stock market (as measured by the S&P 500 Index) by purchasing S&P 500-linked derivatives and backing this exposure with an actively-managed portfolio of high-quality, low- to intermediate-duration bonds.

Expert Management

As measured by assets under management, PIMCO is one of the largest investment advisors in the country. PIMCO founder Bill Gross manages the Fund. Mr. Gross is widely acknowledged as one of the country's premier bond managers. In fact, Morningstar named Bill Gross and his fixed-income team as their "Fixed-Income Manager of the Year" an unprecedented three times, in 1998, 2000 and 2007.

PIMCO, one of the first investment managers to specialize in active fixed-income management, created the Total Return strategy in 1971. In managing Total Return portfolios, PIMCO believes that no single strategy should dominate returns. By relying on multiple sources of value that arise from a diversified portfolio, PIMCO believes it can generate maximum risk-adjusted total returns-income plus capital appreciation.

Why choose PIMCO, a bond expert, for a stock fund?

PIMCO has developed considerable expertise in applying the StocksPLUS approach to areas outside the bond market. This approach capitalizes on PIMCO's experience employing index-linked investments and investing the residual cash into higher-yielding, longer-dated investments to add value for its investors. Specifically, PIMCO has been managing portfolios using the StocksPLUS approach for over 19 years. Their success using this technique is evident in the fact that the firm currently has over $30 billion under management in StocksPLUS portfolios.

What role would the Fund play in an investor's portfolio?

PIMCO StocksPLUS Total Return is a strong core equity choice, complementing a portfolio's fixed-income holdings, as well as traditional equity investments.

StocksPLUS: More Than an Index Fund

A traditional index fund invests in all, or a representative sample, of the stocks in an index in an effort to match the return of the index. PIMCO StocksPLUS Total Return Fund seeks to outperform the index it follows by employing a unique bond-centric strategy to meet this objective.

PIMCO StocksPLUS Total Return Fund seeks total return which exceeds that of the overall stock market (as measured by the S&P 500 Index) by purchasing S&P 500-linked derivatives and backing this exposure with an actively-managed portfolio of high-quality, low- to intermediate-duration bonds.

Expert Management

As measured by assets under management, PIMCO is one of the largest investment advisors in the country. PIMCO founder Bill Gross manages the Fund. Mr. Gross is widely acknowledged as one of the country's premier bond managers. In fact, Morningstar named Bill Gross and his fixed-income team as their "Fixed-Income Manager of the Year" an unprecedented three times, in 1998, 2000 and 2007.

PIMCO, one of the first investment managers to specialize in active fixed-income management, created the Total Return strategy in 1971. In managing Total Return portfolios, PIMCO believes that no single strategy should dominate returns. By relying on multiple sources of value that arise from a diversified portfolio, PIMCO believes it can generate maximum risk-adjusted total returns-income plus capital appreciation.

Why choose PIMCO, a bond expert, for a stock fund?

PIMCO has developed considerable expertise in applying the StocksPLUS approach to areas outside the bond market. This approach capitalizes on PIMCO's experience employing index-linked investments and investing the residual cash into higher-yielding, longer-dated investments to add value for its investors. Specifically, PIMCO has been managing portfolios using the StocksPLUS approach for over 19 years. Their success using this technique is evident in the fact that the firm currently has over $30 billion under management in StocksPLUS portfolios.

What role would the Fund play in an investor's portfolio?

PIMCO StocksPLUS Total Return is a strong core equity choice, complementing a portfolio's fixed-income holdings, as well as traditional equity investments.

Bill Gross, CFA, is a founder and Managing Director of PIMCO. He began his investment career in 1969 and is widely regarded as the world's foremost fixed income authority.

Newport Beach, California

Led by Founder and Co-Chief Investment Officer Bill Gross, PIMCO is widely recognized as one of the premier bond managers in the world. PIMCO applies this expertise to a range of core and specialized investment portfolios.