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Pimco Fds Stockplus Cl A: (MF: PSPAX)
(NASDAQ Mutual Funds) As of Dec 17, 2025 06:33 PM ET
$10.92 USD
-0.12 (-1.09%)
Zacks MF Rank
1-Strong Buy of 5 1
Fund Description
The fund was incepted in May 1993 and is managed by PIMCO Advisors. The objective of this fund is to seek total return, which exceeds that of the S&P 500. The fund seeks to exceed the total return of the S&P 500 by investing under normal circumstances substantially all of its assets in S&P 500 derivatives, backed by a portfolio of Fixed Income instruments. The fund invests in common stocks, options, futures, options on futures and swaps. It uses S&P 500 derivatives in addition to or in place of S&P 500 stocks to attempt to equal or exceed the performance of the S&P 500. The fund offers dividends quarterly. Capital gains are distributed annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| PIMCO StocksPLUS A | PSPAX | 3.75 | NA | 0.00 | 0.25 | 0.65 | 0.90 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| PIMCO StocksPLUS Inst | PSTKX | 13.52 | 5/13/1993 | 2.98 | 15.01 | 20.68 | 14.08 |
| PIMCO StocksPLUS A | PSPAX | 10.92 | 5/13/1993 | 3.32 | 14.69 | 20.23 | 13.59 |
| PIMCO StocksPLUS C | PSPCX | 9.62 | 5/13/1993 | 3.53 | 14.22 | 19.64 | 13.04 |
| PIMCO StocksPLUS R | PSPRX | 11.96 | 5/13/1993 | 2.76 | 14.18 | 19.84 | 13.29 |
| PIMCO StocksPlus P | PSKPX | 13.43 | 5/1/2008 | 2.87 | 14.76 | 20.48 | 13.93 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| PIMCO StocksPLUS A | PSPAX | 1000 | 50 | 0 | Q |
Contact Information
| Family | PIMCO Funds |
| Address | 840 Newport Center Dr., Ste. 100 Newport Beach, CA 92660 |
| Phone | 866 746-2602 |