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PIMCO StocksPLUS® Small Institutional PSCSX

Analyst rating as of
NAV / 1-Day Return
12.34  /  0.24 %
Total Assets
2.0 Bil
Adj. Expense Ratio
0.690%
Expense Ratio
0.750%
Fee Level
Low
Longest Manager Tenure
6.43 years
Category
Small Blend
Investment Style
Small Blend
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
5.10%
Turnover
454%
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Morningstar’s Analysis

Will PSCSX outperform in future?

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

Mohsen Fahmi Passing the Reins to Marc Seidner, No Change to Ratings

Senior Analyst

Analyst Note

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In a filing dated Feb. 4, 2021, Pimco announced that Marc Seidner, Pimco’s CIO of nontraditional strategies, has joined Mohsen Fahmi, Bryan Tsu, and Jing Yang on the StocksPLUS investment team. Seidner’s appointment as comanager should help ensure a smooth transition ahead of Fahmi’s planned retirement at the end of the year. Seidner and Fahmi have worked together as comanagers on Pimco Dynamic Bond PFIUX, which has a Morningstar Analyst Rating of Silver and employs a similar flexible investment process with fewer constraints, since Seidner took over as lead manager in January 2015. The selection of Seidner and the approximately one-year transition period are sensible. As such, we retain the People Pillar rating of Above Average for Pimco StocksPLUS, Pimco StocksPLUS Absolute Return, Pimco StocksPLUS International (unhedged), Pimco StocksPLUS International (USD-hedged), Pimco StocksPLUS Small, and Pimco RAE PLUS. Their Morningstar Analyst Ratings range from Bronze to Neutral depending on the share class fee levels.

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