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Pimco Stocks Plus Class R: (MF: PSPRX)

(NASDAQ Mutual Funds) As of Aug 5, 2026 06:47 PM ET

$12.25 USD

-0.02 (-0.16%)

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 9.87 31
3 months 15.55 1
6 months 9.87 31
1 Year 21.90 19
3 Year 20.03 2
5 Year 11.75 2
10 Year 14.24 1

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 99.29
Bear Market (10/07 - 2/09) -57.39
Bull Market (2/09 - 3/21) 1,346.07

Load Adjusted Returns as of Jun 30, 2026

1 Year 21.90
5 Year 11.75
10 Year 14.24
Since Inception 10.38

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -4.91 15.55 NA NA
2025 -4.28 10.53 8.18 2.55
2024 10.72 4.04 5.55 2.04
2023 7.33 8.43 -3.22 11.64
2022 -5.88 -17.54 -5.88 7.07
2021 5.79 8.48 0.29 10.41

Annual Return

20262025202420232022202120202019201820172016
% Total Return 9.8717.3724.0925.74-21.7927.1016.4531.83-6.2621.7511.64
% Total Return Rel to Index -0.18-0.84-0.92-0.50-3.59-1.58-1.950.34-1.87-0.04-0.29
% Total Return Rel to Peer 3.262.8714.1812.58-8.8215.595.7614.640.228.295.36
% Perf Quintile vs Peer* 1.002.001.001.005.001.001.001.003.001.001.00
% Dividends 0.390.420.630.280.010.510.280.550.180.090.04
% Yield 0.863.124.833.440.193.692.464.931.720.820.50
Capital Gains ($) 0.001.880.860.000.821.280.000.921.630.000.00
Expense Ratio 1.151.151.151.151.151.151.151.151.151.151.15

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