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Pimco Stocksplus Fund Class I-2: (MF: PSKPX)

(NASDAQ Mutual Funds) As of Aug 4, 2026 06:32 PM ET

$13.93 USD

+0.45 (3.34%)

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

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jun 30, 2026

Total Return %* Percentile Rank Objective
YTD 10.29 27
3 months 15.67 1
6 months 10.29 27
1 Year 22.60 15
3 Year 20.68 1
5 Year 12.39 1
10 Year 14.89 1

* 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) 1,484.77

Load Adjusted Returns as of Jun 30, 2026

1 Year 22.59
5 Year 12.39
10 Year 14.89
Since Inception 11.65

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -4.65 15.67 NA NA
2025 -4.17 10.68 8.25 2.67
2024 10.81 4.19 5.74 2.22
2023 7.49 8.63 -3.21 11.89
2022 -5.80 -17.43 -5.74 7.23
2021 5.97 8.52 0.55 10.55

Annual Return

20262025202420232022202120202019201820172016
% Total Return 10.2917.8924.8026.47-21.3927.8417.1532.60-5.7122.2812.31
% Total Return Rel to Index 0.17-0.32-0.220.22-3.18-0.83-1.241.11-1.310.490.38
% Total Return Rel to Peer 3.623.3814.8813.31-8.4216.336.4615.400.788.826.04
% Perf Quintile vs Peer* 1.002.001.001.005.001.001.001.002.001.001.00
% Dividends 0.410.480.680.320.060.570.320.590.230.140.09
% Yield 0.863.214.883.630.633.882.705.132.121.210.93
Capital Gains ($) 0.001.880.860.000.821.280.000.921.630.000.00
Expense Ratio 0.600.600.600.600.600.600.600.600.600.600.60

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