PCKCX

Active

PIMCO StocksPLUS Small Fund

Category: US Bond (5,386 funds)

Expense Ratio
2.05%
Annual Cost per $10K
$205.00
30-Year Fee Drag per $10K
$33,516
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+12.26%

Asset Allocation

US Bond
76%
Intl Bond
15%
Cash
9%

Fee Comparison

PCKCX
2.05%
US Bond average
0.76%
US Bond cheapest
0.00%
Index benchmark
0.03%

170% more expensive than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of December 2025 · Updated quarterly

+36.23%3Y
Compare to

Fee Impact Calculator

$
%
PCKCX at 2.05%$213,031
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$167,582
Cost vs index fund−$164,393

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of December 2025

TickerNameER
PCKCXPIMCO StocksPLUS Small Fund2.05%
PIINXPIMCO Income Fund1.08%
ABNDXBond Fund of America1.04%
OAFIXOptimum Fixed Income Fund1.79%
VBTSXVANGUARD TOTAL BOND MARKET INDEX FUND
CCBFXCapital Group Central Corporate Bond Fund
PTRAXPIMCO Total Return Fund0.76%
JCBPXJPMorgan Core Bond Fund1.33%
IIBAXVOYA INTERMEDIATE BOND FUND1.43%
PIPAXPIMCO StocksPLUS International Fund (U.S. Dollar-Hedged)1.57%
JCPPXJPMorgan Core Plus Bond Fund1.14%
JDYRXPGIM High Yield Fund0.74%
VBSSXVANGUARD SHORT-TERM BOND INDEX FUND
FBKWXFidelity Total Bond Fund0.75%
FGQMXFidelity High Income Fund1.85%
PGCAXPIMCO Investment Grade Credit Bond Fund1.34%
VIBSXVANGUARD INTERMEDIATE-TERM BOND INDEX FUND
BCOSXBaird Core Plus Bond Fund0.55%
BAGSXBaird Aggregate Bond Fund0.55%
PHYAXPIMCO High Yield Fund0.85%
PTCIXPIMCO Long-Term Credit Bond Fund$1M min1.51%
HYSAXPGIM Short Duration High Yield Income Fund1.00%
PFIAXPIMCO Low Duration Income Fund1.21%
CMBKXAmerican Funds Multi-Sector Income Fund0.70%
CSOAXCredit Suisse Strategic Income Fund1.80%
WAPSXWestern Asset Core Plus Bond Fund0.42%
PANIXT. Rowe Price New Income Fund, Inc.0.92%
LDLFXLord Abbett Short Duration Income Fund0.48%
APDFXArtisan High Income Fund0.80%
GIBRXGuggenheim Total Return Bond Fund0.49%
PIXAXPIMCO RAE PLUS Fund1.39%
FIHAXFederated Hermes Institutional High Yield Bond Fund0.75%
STYAXAllspring Core Plus Bond Fund0.67%
ACPSXInvesco Core Plus Bond Fund0.79%
HIGFXAmerican High Income Trust0.32%
BFCAXAmerican Funds Corporate Bond Fund1.48%
PCRRXPIMCO CommodityRealReturn Strategy Fund1.25%
LQDiShares iBoxx $ Investment Grade Corporate Bond ETF0.14%
BSBSXBaird Short-Term Bond Fund0.55%
ANBAXAmerican Funds Strategic Bond Fund0.31%
VWEAXVANGUARD HIGH-YIELD CORPORATE FUND0.22%
QCBMFXCollege Retirement Equities Fund - Core Bond Account
DCPAXBNY Mellon Core Plus Fund1.45%
TSRSXThornburg Strategic Income Fund0.53%
PWLBXPIMCO RAE Worldwide Long/Short PLUS Fund1.82%
OSTIXThe Osterweis Strategic Income Fund0.83%
HYGiShares iBoxx $ High Yield Corporate Bond ETF0.49%
MRBBXMFS Total Return Bond Fund0.60%
LBNQXLORD ABBETT BOND DEBENTURE FUND INC1.30%
CHIAXCredit Suisse Floating Rate High Income Fund0.95%
WAPIXWestern Asset Core Bond Fund0.80%
EIBRXEaton Vance Income Fund of Boston0.66%
LGBNXLoomis Sayles Investment Grade Bond Fund0.44%
LFROXLord Abbett Floating Rate Fund0.54%
BCAAXBrandywineGLOBAL - CORPORATE CREDIT FUND1.19%
PEFFXPIMCO RAE PLUS EMG Fund1.85%
BIMSXBaird Intermediate Bond Fund0.55%
GAKPXGoldman Sachs Core Fixed Income Fund1.46%
VPVTRDVPIMCO Total Return Portfolio0.79%
TRKZXT. Rowe Price High Yield Fund, Inc.0.60%
PTOAXPIMCO StocksPLUS Absolute Return Fund1.35%
BGHAXBrandywineGLOBAL - HIGH YIELD FUND0.89%
PLSTXAristotle Strategic Income Fund0.94%
FFRAXFidelity Advisor Floating Rate High Income Fund0.73%
GGMPXGoldman Sachs High Yield Fund0.98%
JNKSPDR(R) Bloomberg High Yield Bond ETF0.40%
SSTHXAllspring Short-Term High Income Fund0.82%
URHIXVictory High Income Fund0.79%
BUBSXBaird Ultra Short Bond Fund0.40%
VVJBXVoya Short Duration High Income Fund1.58%
FCNQXFidelity Conservative Income Bond Fund0.45%
MHYSXNYLI MacKay High Yield Corporate Bond Fund0.56%
NTBAXNavigator Tactical Fixed Income Fund1.32%
PCKTXPIMCO StocksPLUS Small Fund1.00%
CFAMXShort-Term Bond Fund of America0.66%
BBBMXBBH Limited Duration Fund0.35%
JSDUXJPMorgan Short Duration Bond Fund0.28%
SKCRXDWS Enhanced Commodity Strategy Fund0.95%
GMDZXMEDIUM-DURATION BOND FUND0.68%
NERNXLoomis Sayles Core Plus Bond Fund0.39%
GDIAXGoldman Sachs Short Duration Bond Fund1.11%
FGKNXFranklin Core Plus Bond Fund0.72%
FBNDXFidelity Investment Grade Bond Fund0.75%
THIFXThornburg Limited Term Income Fund0.76%
TAIBXPGIM Core Bond Fund0.96%
JMTNXJanus Henderson Multi-Sector Income Fund0.88%
FCBAXFidelity Corporate Bond Fund0.77%
GIOCXGuggenheim Macro Opportunities Fund1.99%
TSBBXNuveen Core Impact Bond Fund0.51%
PSJIXShort-Term Income Fund0.63%
BKLNInvesco Senior Loan ETF0.65%
PBSMXPGIM Short-Term Corporate Bond Fund0.71%
NRSIXNeuberger Berman Strategic Income Fund0.51%
PTFAXPIMCO RAE Fundamental Advantage PLUS Fund1.73%
PTSOXPIMCO RAE PLUS International Fund1.57%
DFLAXBNY Mellon Floating Rate Income Fund1.03%
MAFRXVictory Pioneer Multi-Asset Ultrashort Income Fund0.58%
CWBSPDR(R) Bloomberg Convertible Securities ETF0.40%
LSYAXLord Abbett Short Duration High Yield Fund1.05%
CBORXCalvert Bond Fund0.46%
PBFKXVictory Pioneer Bond Fund0.36%

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