PIMCO StocksPLUS Fund Class A
PIMCO Investments LLC distributor
1633 Broadway
New York NY 10019
888-877-4626
Management Information
Jing Yang,Lead Manager since July 19, 2018
Ms. Yang is an executive vice president and a mortgage specialist in the structured credit group in the Newport Beach office. Prior to joining Pacific Investment Management Company LLC in 2006, she worked in home equity loan structuring at Morgan Stanley in New York. She has eight years of investment experience and holds a Ph.D. in Bioinformatics and a master's degree in statistics from the University of Chicago.Ms. Yang is an Executive Vice President of Pacific Investment Management Company LLC.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryLarge Blend
Fund FamilyPIMCO
Net Assets1.27B
YTD Return18.16%
Yield2.90%
Morningstar Rating★★★★
Inception DateJan 19, 1997
Fund Operations
Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover223.00%
Average for CategoryN/A
Fees & Expenses
ExpensePSPAXCategory Average
Annual Report Expense Ratio (net)0.96%0.90%
Prospectus Net Expense Ratio0.96%N/A
Prospectus Gross Expense Ratio0.96%N/A
Max 12b1 Fee0.25%N/A
Max Front End Sales Load3.75%5.20%
Max Deferred Sales LoadN/A1.30%
3 Yr Expense Projection669N/A
5 Yr Expense Projection886N/A
10 Yr Expense Projection1,509N/A
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