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Pimco Fds Stockplus Cl C: (MF: PSPCX)
(NASDAQ Mutual Funds) As of May 9, 2025 08:00 PM ET
$9.07 USD
0.00 (NA)
Zacks MF Rank
2-Buy of 5 2
Fund Description
The fund was incepted in May 1993 and is managed by PIMCO Advisors. The objective of this fund is to seek total return, which exceeds that of the S&P 500. The fund seeks to exceed the total return of the S&P 500 by investing under normal circumstances substantially all of its assets in S&P 500 derivatives, backed by a portfolio of Fixed Income instruments. The fund invests in common stocks, options, futures, options on futures and swaps. It uses S&P 500 derivatives in addition to or in place of S&P 500 stocks to attempt to equal or exceed the performance of the S&P 500. The fund offers dividends quarterly. Capital gains are distributed annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| PIMCO StocksPLUS C | PSPCX | NA | NA | 1.00 | 0.75 | 0.65 | 1.40 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| PIMCO StocksPLUS A | PSPAX | 10.32 | 5/13/1993 | 5.40 | 10.94 | 10.83 | 14.12 |
| PIMCO StocksPLUS C | PSPCX | 9.07 | 5/13/1993 | 5.78 | 10.52 | 10.31 | 13.56 |
| PIMCO StocksPLUS Inst | PSTKX | 12.22 | 5/13/1993 | 4.81 | 11.32 | 11.26 | 14.59 |
| PIMCO StocksPLUS R | PSPRX | 10.97 | 5/13/1993 | 4.65 | 10.53 | 10.50 | 13.84 |
| PIMCO StocksPlus P | PSKPX | 12.19 | 5/1/2008 | 4.68 | 11.03 | 11.10 | 14.46 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| PIMCO StocksPLUS C | PSPCX | 1000 | 50 | 0 | Q |
Contact Information
| Family | PIMCO Funds |
| Address | 840 Newport Center Dr., Ste. 100 Newport Beach, CA 92660 |
| Phone | 866 746-2602 |