PIMCO Funds StocksPlus Fund Institutional Shares (PSTKX) Research
The fund aims to generate a greater total return than the S&P 500 Index. It accomplishes this by investing in S&P 500 Index derivatives, which are supported by a collection of fixed income assets under typical market conditions. These fixed income instruments encompass bonds, debt obligations, and comparable securities issued by various U.S. and international governmental or corporate entities. The fund possesses the flexibility to allocate as much as 30% of its total holdings to securities priced in foreign currencies, and it can also invest beyond this threshold in U.S. dollar-denominated securities from foreign issuers.
Market snapshot
- Symbol
- PSTKX
- Price
- $13.60
- Day change
- +1.04%
- Market cap
- $2.8B
- 52-week range
- 11.64-14.8
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Small Cap Growth Fund Class A (CGOAX)
- Macquarie Systematic Emerging Markets Equity Fund A (IPOAX)
- JPMorgan SmartRetirement Blend 2045 Fund Class R5 (JMBRX)
- JPMorgan SmartRetirement Blend 2045 Fund Class R6 (JMYAX)
- PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) Class A (PIPAX)
- PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) Class INSTL (PISIX)
- PIMCO RAE US Small Fund Class INSTL (PMJIX)
- PIMCO StocksPLUS Absolute Return Fund Class A (PTOAX)
Open PIMCO Funds StocksPlus Fund Institutional Shares (PSTKX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.