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PIMCO StocksPLUS® Small I2 PCKPX

Analyst rating as of
NAV / 1-Day Return
7.50  /  2.60 %
Total Assets
1.3 Bil
Adj. Expense Ratio
0.790%
Expense Ratio
0.800%
Fee Level
Low
Longest Manager Tenure
4.20 years
Category
Small Blend
Investment Style
Small Blend
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
10.38%
Turnover

Morningstar’s Fund Analysis PCKPX

Will PCKPX 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

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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.

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