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PIMCO StocksPLUS® Instl PSTKX

Analyst rating as of
NAV / 1-Day Return
10.47  /  1.41 %
Total Assets
1.9 Bil
Adj. Expense Ratio
Expense Ratio
0.510%
Distribution Fee Level
Below Average
Share Class Type
Institutional
Category
Large Blend
Investment Style
Large Blend
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
1.35%
Turnover
28%

Morningstar’s Analysis PSTKX

Will PSTKX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A portable alpha strategy that adds volatility.

Senior Analyst

Summary

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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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