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Pimco Stocksplus Small Fund Class A: (MF: PCKAX)

(NASDAQ Mutual Funds) As of Mar 25, 2026 06:44 PM ET

$7.98 USD

+0.11 (1.40%)

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
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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 8.36 30
3 months 7.91 37
6 months 14.81 13
1 Year 26.83 12
3 Year 14.32 19
5 Year 4.47 63
10 Year 11.39 37

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -51.45
Bull Market (2/09 - 3/21) 925.30

Load Adjusted Returns as of Feb 28, 2026

1 Year 10.39
5 Year 4.30
10 Year 8.80
Since Inception 9.10

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -8.72 7.76 13.02 3.02
2024 5.82 -3.57 9.95 -0.05
2023 2.45 5.10 -5.42 14.52
2022 -8.96 -19.27 -3.58 6.86
2021 12.48 4.43 -4.43 0.59

Annual Return

20262025202420232022202120202019201820172016
% Total Return 8.3614.5412.1416.62-24.2712.9219.3126.20-12.5614.8024.56
% Total Return Rel to Index 3.87-3.68-12.87-9.62-6.07-15.750.90-5.28-8.17-6.9912.62
% Total Return Rel to Peer 0.687.230.220.54-4.75-6.380.310.77-1.79-0.798.61
% Perf Quintile vs Peer* 2.001.000.003.004.004.003.003.004.003.002.00
% Dividends 0.000.620.310.150.001.930.590.270.190.360.29
% Yield 0.007.604.068.590.0018.145.352.642.113.423.06
Capital Gains ($) 0.000.000.000.001.690.000.000.280.830.000.00
Expense Ratio 0.001.131.091.091.091.091.091.091.091.091.09

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