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Pimco Funds Stocksplus Fund Institutional Shares: (MF: PSTKX)

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

$14.04 USD

+0.47 (3.46%)

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 10.34 27
3 months 15.76 1
6 months 10.34 27
1 Year 23.49 10
3 Year 20.85 1
5 Year 12.52 1
10 Year 15.01 1

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 107.06
Bear Market (10/07 - 2/09) -56.95
Bull Market (2/09 - 3/21) 1,520.85

Load Adjusted Returns as of Jun 30, 2026

1 Year 23.48
5 Year 12.52
10 Year 15.01
Since Inception 11.13

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -4.67 15.76 NA NA
2025 -4.12 10.05 8.96 2.70
2024 10.86 4.19 5.73 2.30
2023 7.34 8.71 -3.17 11.96
2022 -5.76 -17.42 -5.69 7.35
2021 5.97 8.61 0.49 10.62

Annual Return

20262025202420232022202120202019201820172016
% Total Return 10.3418.0724.9426.52-21.2227.9517.2232.84-5.6822.4212.90
% Total Return Rel to Index 0.19-0.14-0.070.27-3.01-0.72-1.171.35-1.280.620.96
% Total Return Rel to Peer 3.643.5715.0213.36-8.2516.456.5315.650.818.966.62
% Perf Quintile vs Peer* 1.002.001.001.005.001.001.001.002.001.001.00
% Dividends 0.420.490.700.330.070.580.340.600.240.150.12
% Yield 0.873.274.983.690.733.932.785.152.231.261.30
Capital Gains ($) 0.001.880.860.000.821.280.000.921.630.000.00
Expense Ratio 0.500.500.500.500.500.500.500.500.500.500.50

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