PIMCO StocksPLUS® Fund Institutional Class
PSTKX
NASDAQ
| Weiss Ratings | PSTKX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | PSTKX-NASDAQ | Click to Compare |
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| Provider | PIMCO | |||
| Manager/Tenure (Years) | Bryan Tsu (7), Jing Yang (7), Marc P. Seidner (4), 1 other | |||
| Website | http://www.pimco.com | |||
| Fund Information | PSTKX-NASDAQ | Click to Compare |
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| Fund Name | PIMCO StocksPLUS® Fund Institutional Class | |||
| Category | Large Blend | |||
| Sub-Category | US Equity Large Cap Blend | |||
| Prospectus Objective | Growth and Income | |||
| Inception Date | May 13, 1993 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | PSTKX-NASDAQ | Click to Compare |
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| Dividend Yield | 3.00% | |||
| Dividend | PSTKX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.32% | |||
| Asset Allocation | PSTKX-NASDAQ | Click to Compare |
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| Cash | -44.81% | |||
| Stock | 100.18% | |||
| U.S. Stock | 100.05% | |||
| Non-U.S. Stock | 0.13% | |||
| Bond | 39.56% | |||
| U.S. Bond | 14.39% | |||
| Non-U.S. Bond | 25.17% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 5.07% | |||
| Price History | PSTKX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.30% | |||
| 30-Day Total Return | 1.34% | |||
| 60-Day Total Return | 3.12% | |||
| 90-Day Total Return | 3.49% | |||
| Year to Date Total Return | 17.49% | |||
| 1-Year Total Return | 13.70% | |||
| 2-Year Total Return | 48.71% | |||
| 3-Year Total Return | 84.94% | |||
| 5-Year Total Return | 90.32% | |||
| Price | PSTKX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | PSTKX-NASDAQ | Click to Compare |
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| Nav | $13.40 | |||
| 1-Month Low NAV | $13.40 | |||
| 1-Month High NAV | $14.75 | |||
| 52-Week Low NAV | $10.72 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $14.80 | |||
| 52-Week High Price (Date) | Oct 29, 2025 | |||
| Beta / Standard Deviation | PSTKX-NASDAQ | Click to Compare |
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| Beta | 1.02 | |||
| Standard Deviation | 12.99 | |||
| Balance Sheet | PSTKX-NASDAQ | Click to Compare |
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| Total Assets | 2.67B | |||
| Operating Ratios | PSTKX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.79% | |||
| Turnover Ratio | 327.00% | |||
| Performance | PSTKX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 20.55% | |||
| Last Bear Market Total Return | -17.42% | |||