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PIMCO StocksPLUS® Small Fund Class D (PCKDX)

Net Asset Value
1 Day
Overall Morningstar Rating
Small blend
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks total return which exceeds that of the Russell 2000  Index. The fund seeks to exceed the total return of the Russell 2000  Index by investing under normal circumstances in Russell 2000  Index derivatives, backed by a diversified portfolio of Fixed Income Instruments actively managed by PIMCO. "Fixed Income Instruments" include bonds, debt securities and other similar instruments issued by various U.S. and non-U.S. public- or private-sector entities.


1 month+4.51% 3 years+13.92%
3 months+5.34% 5 years+15.06%
1 year+28.57% Since inception+12.35%
Data through --

Peer Comparisonvs. Small blend

Performance 5-yr return+15.06%+12.83%
Expense ratio1.14%1.20%
Risk 5 year sharpe ratio0.960.96
Net assets$1.3B$1.0B
Average market cap--$3.3B
Average P/E--21.5
Portfolio turnover383%383%

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Fund Management and Purchase Info

Fund familyPimco
Fund manager & tenureMohsen Fahmi / 3 Years
Minimal initial investment$1,000.00
Minimum IRA investment--


Fixed income103.53%
U.S. stock99.93%
International stock0.12%
Top 5 Sectors
Portfolio weighting
Financial service 100.00%
Business service 0.00%
Consumer goods 0.00%
Consumer service 0.00%
Energy 0.00%
Top 10 Holdings
Portfolio weighting
Holdings not available.