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PIMCO StocksPLUS® Small I2 PCKPX

Analyst rating as of
NAV / 1-Day Return
11.02  /  0.36 %
Total Assets
2.0 Bil
Adj. Expense Ratio
0.790%
Expense Ratio
0.800%
Fee Level
Low
Longest Manager Tenure
7.05 years
Category
Small Blend
Investment Style
Small Blend
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
17.63%
Turnover
339%
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Morningstar’s Analysis

Will PCKPX outperform in future?

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

A manager transition does not impact our ratings.

Senior Analyst

Summary

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Pimco StocksPLUS Small employs a unique structure that capitalizes on Pimco’s strong bond-investing capabilities. The five cheapest share classes retain their Morningstar Analyst Ratings of Bronze. The most expensive shares land at Neutral.

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