PIMCO Funds StocksPlus Fund Institutional Shares
PSTKX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 650 Newport Center Drive Newport Beach CA United States of America 92660
- IPO Date
- May 13, 1993
- CIK
- 0000810893
- Website
- pimco.com
- Similar Companies
- Business
- PIMCO Funds: StocksPlus Fund (Institutional Shares) (PSTKX) is an open-end mutual fund managed by Pacific Investment Management Company LLC (PIMCO) that seeks total return exceeding that of the S&P 500 Index. The fund normally invests substantially all of its assets in S&P 500 Index derivatives, including futures, swaps, options, and total return swaps on the S&P 500, backed by a diversified portfolio of fixed income instruments such as investment-grade bonds, mortgage-backed securities, asset-backed securities, corporate bonds, U.S. agency debt, and high-quality non-U.S. debt securities; it may allocate up to 30% of assets to foreign currency-denominated securities or foreign issuers for enhanced return potential. Classified in the Morningstar Large Blend category with a blend investment style for equities and high credit quality/limited interest-rate sensitivity for bonds, the fund targets institutional investors with a minimum initial investment of $1 million USD and features a net expense ratio of 0.79%. Launched on May 13, 1993, and domiciled in the United States, PSTKX operates within PIMCO's global equity and fixed income strategies, primarily serving institutional clients through its large-cap core approach benchmarked against the S&P 500 Index and Lipper Large-Cap Core Funds Average. PIMCO, founded in 1971 and headquartered in Newport Beach, California, manages the fund alongside other StocksPLUS strategies and maintains offices across the Americas, Europe, and Asia. In recent developments, PIMCO raised over $7 billion in December 2025 for new asset-based finance strategies, including dedicated funds for high-net-worth individuals (PIMCO Asset-Based Lending Co.) and insurance capital ($1.8 billion focused on private investment-grade loans secured by housing and consumer assets), expanding its private alternatives business to over $20 billion by year-end. The firm also completed reorganizations of multiple closed-end funds in August 2025, such as merging PIMCO Municipal Income Funds (PMF, PMX into PML) and New York Municipal Income Funds (PNF, PYN into PNI), alongside other national and corporate bond funds to streamline operations and enhance scale. These initiatives reflect PIMCO's broader push into private credit, aviation financing, and specialized lending while maintaining active management of core strategies like StocksPLUS.