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Pimco Stocksplus Small Fund Class Instl: (MF: PSCSX)

(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET

$7.03 USD

+0.14 (2.03%)

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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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Mar 31, 2025

Total Return %* Percentile Rank Objective
YTD -8.81 54
3 months -8.81 54
6 months -8.64 52
1 Year -3.02 37
3 Year 0.12 66
5 Year 13.59 55
10 Year 5.91 69

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -51.32
Bull Market (2/09 - 3/21) 840.90

Load Adjusted Returns as of Mar 31, 2025

1 Year -3.02
5 Year 13.59
10 Year 5.91
Since Inception 8.75

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -8.81 NA NA NA
2024 5.89 -3.45 9.95 0.18
2023 2.48 5.16 -5.28 14.69
2022 -8.85 -19.21 -3.45 7.03
2021 12.57 4.54 -4.38 0.77
2020 -34.31 29.66 5.83 32.85

Annual Return

20252024202320222021202020192018201720162015
% Total Return -8.8112.6117.08-23.9013.3919.7526.75-12.1515.2624.98-6.62
% Total Return Rel to Index -4.54-12.40-9.16-5.69-15.281.35-4.73-7.76-6.5313.04-8.00
% Total Return Rel to Peer -0.310.691.00-4.38-5.910.761.32-1.38-0.339.03-1.89
% Perf Quintile vs Peer* 0.000.003.004.004.003.002.004.003.002.004.00
% Dividends 0.120.340.170.001.970.620.300.230.390.320.16
% Yield 1.644.174.490.0017.885.472.912.483.613.281.92
Capital Gains ($) 0.000.000.001.690.000.000.280.830.000.000.54
Expense Ratio 0.000.690.690.690.690.690.690.690.690.690.69

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