Skip to Content


Analyst rating as of
NAV / 1-Day Return
13.50  /  0.52 %
Total Assets
2.5 Bil
Adj. Expense Ratio
Expense Ratio
Fee Level
Below Average
Longest Manager Tenure
3.02 years
Large Blend
Investment Style
Large Blend
Min. Initial Investment
TTM Yield

Morningstar’s Analysis

Will PSTKX 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

| |

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.

Unlock our full analysis with Morningstar Premium

Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data.

We’d like to share more about how we work and what drives our day-to-day business.

We sell different types of products and services to both investment professionals and individual investors. These products and services are usually sold through license agreements or subscriptions. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters.

How we use your information depends on the product and service that you use and your relationship with us. We may use it to:

  • Verify your identity, personalize the content you receive, or create and administer your account.
  • Provide specific products and services to you, such as portfolio management or data aggregation.
  • Develop and improve features of our offerings.
  • Gear advertisements and other marketing efforts towards your interests.

To learn more about how we handle and protect your data, visit our privacy center.

Maintaining independence and editorial freedom is essential to our mission of empowering investor success. We provide a platform for our authors to report on investments fairly, accurately, and from the investor’s point of view. We also respect individual opinions––they represent the unvarnished thinking of our people and exacting analysis of our research processes. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive.

To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research.

Read our editorial policy to learn more about our process.