Skip to Content

PIMCO StocksPLUS® Small A PCKAX

Analyst rating as of
NAV / 1-Day Return
7.47  /  2.75 %
Total Assets
1.3 Bil
Adj. Expense Ratio
1.090%
Expense Ratio
1.100%
Fee Level
Low
Longest Manager Tenure
4.21 years
Category
Small Blend
Investment Style
Small Blend
Min. Initial Investment
1,000
Status
Open
TTM Yield
4.39%
Turnover

Morningstar’s Fund Analysis PCKAX

Will PCKAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A portable alpha strategy that adds volatility.

Senior Analyst

Summary

|

Pimco StocksPLUS Small capitalizes on Pimco’s capabilities but employs a complicated structure. The cheapest share classes retain their Morningstar Analyst Ratings of Bronze. The more-expensive shares are rated Neutral.

Unlock our full analysis with Morningstar Investor