- What does PSCSX invest in?
- The fund's main goal is to generate overall investment returns that exceed the performance of the Russell 2000® Index. It aims to achieve this by primarily investing in derivatives tied to the Russell 2000® Index, with these positions being financially supported by a widely diversified portfolio of fixed-income instruments. This backing portfolio is actively managed by PIMCO and consists of various types of bonds, debt obligations, and similar securities issued by a broad range of public or private entities, both domestically and internationally.
- What is the expense ratio of PSCSX?
- PIMCO StocksPLUS Small Fund Class INSTL (PSCSX) charges an expense ratio of 0.90%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is PSCSX?
- PIMCO StocksPLUS Small Fund Class INSTL (PSCSX) manages $757.7M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is PSCSX actively managed or an index fund?
- PSCSX is actively managed — the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (PSCSX's is 0.90%) in exchange for the discretion to over- or under-weight positions.
- When was PSCSX launched?
- PIMCO StocksPLUS Small Fund Class INSTL (PSCSX) launched in April 2006 and is managed by PIMCO.
- How has PSCSX performed?
- PSCSX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
