Subscribe to Entrepreneur for $5

Is PSLDX a Strong Bond Fund Right Now?

MF Bond Report for PSLDX

This story originally appeared on Zacks

If you have been looking for Mutual Fund Bond funds, a place to start could be PIMCO StockPlus Long Duration Institutional (PSLDX). PSLDX carries a Zacks Mutual Fund Rank of 1 (Strong Buy), which is based on nine forecasting factors like size, cost, and past performance.

- Zacks

History of Fund/Manager

PSLDX is a part of the PIMCO Funds family of funds, a company based out of Newport Beach, CA. Since PIMCO StockPlus Long Duration Institutional made its debut in August of 2007, PSLDX has garnered more than $1.32 billion in assets. The fund's current manager is a team of investment professionals.


Obviously, what investors are looking for in these funds is strong performance relative to their peers. PSLDX has a 5-year annualized total return of 24.62% and it sits in the top third among its category peers. But if you are looking for a shorter time frame, it is also worth looking at its 3-year annualized total return of 33.8%, which places it in the top third during this time-frame.

When looking at a fund's performance, it is also important to note the standard deviation of the returns. The lower the standard deviation, the less volatility the fund experiences. Compared to the category average of 18.94%, the standard deviation of PSLDX over the past three years is 22.02%. Over the past 5 years, the standard deviation of the fund is 18.77% compared to the category average of 15.15%. This makes the fund more volatile than its peers over the past half-decade.


As competition heats up in the mutual fund market, costs become increasingly important. Compared to its otherwise identical counterpart, a low-cost product will be an outperformer, all other things being equal. Thus, taking a closer look at cost-related metrics is vital for investors. In terms of fees, PSLDX is a no load fund. It has an expense ratio of 0.59% compared to the category average of 0.84%. So, PSLDX is actually cheaper than its peers from a cost perspective.

Investors need to be aware that with this product, the minimum initial investment is $1 million; each subsequent investment has no minimum amount.

Bottom Line

Overall, PIMCO StockPlus Long Duration Institutional ( PSLDX ) has a high Zacks Mutual Fund rank, and in conjunction with its comparatively strong performance, average downside risk, and lower fees, PIMCO StockPlus Long Duration Institutional ( PSLDX ) looks like a good potential choice for investors right now.

Want even more information about PSLDX? Then go over to and check out our mutual fund comparison tool, and all of the other great features that we have to help you with your mutual fund analysis for additional information. For analysis of the rest of your portfolio, make sure to visit for our full suite of tools which will help you investigate all of your stocks and funds in one place.

More Stock News: This Is Bigger than the iPhone!

It could become the mother of all technological revolutions. Apple sold a mere 1 billion iPhones in 10 years but a new breakthrough is expected to generate more than 77 billion devices by 2025, creating a $1.3 trillion market.

Zacks has just released a Special Report that spotlights this fast-emerging phenomenon and 4 tickers for taking advantage of it. If you don't buy now, you may kick yourself in 2022.

Click here for the 4 trades >>

Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report


Get Your Free (PSLDX): Fund Analysis Report


To read this article on click here.