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.
PIMCO StocksPLUS® Small Institutional PSCSX
NAV / 1-Day Return
10.20
/
0.10
%
Total Assets
1.9 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.690%
Expense Ratio
0.700%
Fee Level
Low
Longest Manager Tenure
3.50
years
Category
Small Blend
Investment Style
Small BlendMin. Initial Investment
1,000,000
Status
Open
TTM Yield
18.46%
Turnover
339%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will PSCSX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PSCSX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the PSCSX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of PSCSX’s parent organization’s priorities and whether they’re in line with investors’ interests.
A manager transition does not impact our ratings.
