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PIMCO StocksPLUS® Fund Class C (PSPCX)

Net Asset Value
1 Day
Overall Morningstar Rating
Large blend
Style or Category
No Load
Sales Expenses
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks total return which exceeds that of the S&P 500 Index. The fund seeks to exceed the total return of the S&P 500 Index by investing under normal circumstances in S&P 500 Index derivatives, backed by a portfolio of fixed income instruments. "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. It may invest up to 30% of its total assets in securities denominated in foreign currencies and may invest beyond this limit in U.S. dollar-denominated securities of foreign issuers.


1 month+1.45% 3 years+9.41%
3 months+2.42% 5 years+15.04%
1 year+17.95% Since inception+7.01%
Data through --

Peer Comparisonvs. Large blend

Performance 5-yr return+15.04%+11.74%
Expense ratio1.46%1.01%
Risk 5 year sharpe ratio1.211.12
Net assets$847.3M$4.7B
Average market cap--$111.8B
Average P/E--21.7
Portfolio turnover525%525%

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Fund Management and Purchase Info

Fund familyPimco
Fund manager & tenureSudi Mariappa / 2 Years
Minimal initial investment$1,000.00
Minimum IRA investment$1,000.00


U.S. stock99.52%
Fixed income54.71%
International stock0.08%
Top 5 Sectors
Portfolio weighting
Financial service 15.66%
Energy 13.43%
Healthcare 13.10%
Industrial materials 12.22%
Consumer goods 10.65%
Top 10 Holdings
Portfolio weighting
-- 56.40%
-- 28.76%
-- 15.00%
-- 9.77%
-- 5.51%
-- 5.25%
-- 4.57%
-- 3.74%
-- 3.22%
-- 1.77%