PCKPX – PIMCO Small Cap Stocks PLUS Bd Alp I-2 Investment Strategy | Morningstar

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Strategy

The investment seeks total return which exceeds that of the Russell 2000® Index. The fund will invest, under normal circumstances, at least 80% of its assets in a combination of stocks, equity derivatives and/or equity-related underlying funds, and Fixed Income Instrument investments. These instruments may include, or be represented by, forwards or derivatives such as options, futures contracts or swap agreements. It seeks to exceed the total return of the S&P 500 Index by gaining equity exposure to S&P 500 Index stocks together with a portfolio of Fixed Income Instruments and related derivatives.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
PSCSX	PIMCO Small Cap Stocks PLUS Bond Alpha Fund Institutional Class	Institutional	Open			Mar 31, 2006	$385.72M	0.690%	Low	$1M	−$55.39M
PCKPX	PIMCO Small Cap Stocks PLUS Bond Alpha Fund Class I-2	Institutional	Open			Apr 30, 2008	$83.68M	0.790%	Below Average	$1M	−$15.21M
PSNSX	PIMCO Small Cap Stocks PLUS Bond Alpha Fund Class I-3	Institutional	Open			Apr 27, 2018	$11.38M	0.840%	Below Average	$1M	$4.87M
PCKAX	PIMCO Small Cap Stocks PLUS Bond Alpha Fund Class A	Front Load	Open			Jul 31, 2006	$204.62M	1.090%	Low	$1,000	−$23.21M
PCKCX	PIMCO Small Cap Stocks PLUS Bond Alpha Fund Class C	Level Load	Open			Jul 31, 2006	$17.21M	1.840%	Below Average	$1,000	−$7.32M

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