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Morningstar

PIMCO StocksPLUS® A PSPAX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 8.68  /  1.05 %
  • Total Assets 1.8 Bil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.910%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.50%
  • Turnover 28%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 1:13 AM GMT+00:00

Morningstar’s Analysis PSPAX

Will PSPAX 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 PSPAX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the PSPAX 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 PSPAX’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 capitalizes on Pimco’s capabilities but employs a complicated structure that spurs volatility. The cheapest share classes retain their Morningstar Analyst Ratings of Bronze. The more-expensive shares are rated Neutral.

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