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Pimco Funds Stocksplus Fund Institutional Shares: (MF: PSTKX)
(NASDAQ Mutual Funds) As of Apr 28, 2025 08:00 PM ET
$11.95 USD
+0.03 (0.25%)
Zacks MF Rank
2-Buy of 5 2
Fund Description
The fund was incepted in May 1993 and is managed by PIMCO Advisors. The objective of this fund is to seek total return, which exceeds that of the S&P 500. The fund seeks to exceed the total return of the S&P 500 by investing under normal circumstances substantially all of its assets in S&P 500 derivatives, backed by a portfolio of Fixed Income instruments. The fund invests in common stocks, options, futures, options on futures and swaps. It uses S&P 500 derivatives in addition to or in place of S&P 500 stocks to attempt to equal or exceed the performance of the S&P 500. The fund offers dividends quarterly. Capital gains are distributed annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| PIMCO StocksPLUS Inst | PSTKX | NA | NA | 0.00 | 0.00 | 0.50 | 0.50 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| PIMCO StocksPLUS A | PSPAX | 9.73 | 5/13/1993 | 5.33 | 7.70 | 7.79 | 17.47 |
| PIMCO StocksPLUS C | PSPCX | 8.64 | 5/13/1993 | 5.71 | 7.38 | 7.32 | 16.89 |
| PIMCO StocksPLUS Inst | PSTKX | 11.95 | 5/13/1993 | 4.76 | 8.05 | 8.20 | 17.94 |
| PIMCO StocksPLUS R | PSPRX | 10.35 | 5/13/1993 | 4.60 | 7.27 | 7.46 | 17.15 |
| PIMCO StocksPlus P | PSKPX | 11.57 | 5/1/2008 | 4.62 | 7.93 | 8.07 | 17.82 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| PIMCO StocksPLUS Inst | PSTKX | 1000000 | 0 | 0 | Q |
Contact Information
| Family | PIMCO Funds |
| Address | 840 Newport Center Dr., Ste. 100 Newport Beach, CA 92660 |
| Phone | 866 746-2602 |