PIMCO StocksPLUS Absolute Return Fund Institutional Class (PSPTX) Research
The fund aims to generate overall returns that exceed the performance of the S&P 500 Index. To achieve this, it typically allocates capital to derivatives based on the S&P 500, with these positions financially underpinned by a diversified portfolio of fixed-income assets. These fixed-income holdings encompass a range of debt instruments, such as bonds and other similar obligations, originating from both public and private entities in the U.S. and abroad. The fund generally restricts its exposure to foreign currencies or non-U.S. dollar-denominated securities to a maximum of 35% of its total assets.
Market snapshot
- Symbol
- PSPTX
- Price
- $13.77
- Day change
- +1.10%
- Market cap
- $1.8B
- 52-week range
- 11.62-14.55
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- American Century Emerging Markets Fund - I Class (AMKIX)
- Columbia Select Large Cap Equity Fund Institutional 2 Class (CLCRX)
- BNY Mellon Institutional S&P 500 Stock Index Fund Class I (DSPIX)
- Goldman Sachs Mid Cap Value Fund Class A (GCMAX)
- Nationwide S&P 500 Index Fund Institutional Service Class (GRISX)
- T. Rowe Price U.S. Equity Research Fund I Class (PCCOX)
- PIMCO StocksPLUS Absolute Return Fund Class A (PTOAX)
- River Canyon Total Return Bond Fund - Institutional Shares (RCTIX)
Open PIMCO StocksPLUS Absolute Return Fund Institutional Class (PSPTX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.