Back to top
more

Pimco Rae Plus Small Fund Class Instl: (MF: PCFIX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 06:42 PM ET

$18.22 USD

+0.07 (0.39%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 7.21 48
3 months 8.18 34
6 months 12.63 23
1 Year 21.11 31
3 Year 18.02 6
5 Year 11.44 5
10 Year 14.63 6

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year 9.92
5 Year 13.99
10 Year 12.96
Since Inception 13.25

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -7.14 3.09 9.91 4.47
2024 11.32 -2.25 9.77 2.94
2023 -1.27 4.02 2.19 12.45
2022 3.36 -19.11 -6.46 11.89
2021 25.22 13.53 -4.48 1.55

Annual Return

20262025202420232022202120202019201820172016
% Total Return 7.219.9222.9618.02-12.4837.9110.3121.44-12.2812.8932.45
% Total Return Rel to Index 1.85-8.29-2.05-8.225.719.23-8.08-10.04-7.89-8.9020.51
% Total Return Rel to Peer -1.342.6211.031.947.0218.60-8.67-3.98-1.51-2.7016.50
% Perf Quintile vs Peer* 4.002.000.002.002.001.004.005.004.003.001.00
% Dividends 0.000.891.370.321.7716.394.991.131.731.700.00
% Yield 0.004.637.445.4612.5541.0211.162.424.073.220.00
Capital Gains ($) 0.000.000.000.000.0021.922.230.003.042.720.00
Expense Ratio 0.000.880.840.840.840.840.840.840.840.840.84

* 1 = Top 20%, 5 = Bottom 20%