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Morningstar

PIMCO StocksPLUS® Small Institutional PSCSX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 7.13  /  2.59 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.700%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 90%

USD | NAV as of Feb 01, 2023 | 1-Day Return as of Feb 01, 2023, 1:20 AM GMT+00:00

Morningstar’s Analysis PSCSX

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 portable alpha strategy that adds volatility.

Associate Director

Summary

| by Patricia Oey

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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