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.
Will PCKPX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PCKPX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the PCKPX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of PCKPX’s parent organization’s priorities and whether they’re in line with investors’ interests.