PSLDX

ActiveMin. $1M

PIMCO StocksPLUS Long Duration Fund

Category: US Bond (5,386 funds)

Expense Ratio
2.98%
Annual Cost per $10K
$298.00
30-Year Fee Drag per $10K
$43,501
at 7% annual return
Fund Type
Mutual Fund
Active · Min: $1M
Trailing 12-Month
+15.68%

Asset Allocation

US Bond
123%
Intl Bond
19%

Fee Comparison

PSLDX
2.98%
US Bond average
0.76%
US Bond cheapest
0.00%
Index benchmark
0.03%

292% more expensive than category average

Historical Returns

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

+78.64%3Y
Compare to

Fee Impact Calculator

$
%
PSLDX at 2.98%$163,108
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$217,505
Cost vs index fund−$214,316

Similar Funds (100)

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

TickerNameER
PSLDXPIMCO StocksPLUS Long Duration Fund2.98%
PMZAXPIMCO Mortgage Opportunities and Bond Fund2.54%
PLRAXPIMCO Long Duration Total Return Fund3.39%
VBTSXVANGUARD TOTAL BOND MARKET INDEX FUND
PRAIXPIMCO Long-Term Real Return Fund$1M min2.53%
PAGNXPIMCO GNMA and Government Securities Fund1.86%
VBSSXVANGUARD SHORT-TERM BOND INDEX FUND
VIBSXVANGUARD INTERMEDIATE-TERM BOND INDEX FUND
TILUXInflation-Linked Fixed Income Fund2.27%
NHCCXNuveen High Yield Municipal Bond Fund1.80%
EVGOXGovernment Opportunities Fund2.78%
QCILFXCollege Retirement Equities Fund - Inflation-Linked Bond Account
GGLPXGoldman Sachs High Yield Municipal Fund1.59%
VBLTXVANGUARD LONG-TERM BOND INDEX FUND
PSCAXAmerican Beacon SSI Alternative Income Fund1.44%
QCBMFXCollege Retirement Equities Fund - Core Bond Account
NMBAXNuveen Intermediate Duration Municipal Bond Fund1.44%
IORHXInvesco Rochester Municipal Opportunities Fund1.17%
BICCXSterling Capital Total Return Bond Fund1.45%
FAAWXNuveen All-American Municipal Bond Fund1.62%
FAFJXNuveen Limited Term Municipal Bond Fund1.43%
ACTFXInvesco High Yield Municipal Fund1.13%
IORAXInvesco AMT-Free Municipal Income Fund1.67%
AFTEXTax Exempt Bond Fund of America0.27%
EALDXEaton Vance Short Duration Government Income Fund1.40%
NVDLGraniteShares 2x Long NVDA Daily ETF1.15%
PCGTXPACE Mortgage-Backed Securities Fixed Income Investments1.97%
FCAVXFranklin California Tax-Free Income Fund0.60%
WMBRXAllspring Municipal Bond Fund0.74%
LISAXLord Abbett Intermediate Tax Free Fund0.96%
CMPIXCore Fixed Income Fund0.57%
FZITXFidelity Intermediate Municipal Income Fund0.65%
IORUXInvesco Rochester New York Municipals Fund0.96%
ALNCXAB National Portfolio1.50%
AHLAXAmerican Beacon AHL Managed Futures Strategy Fund1.85%
CNLEXAmerican Funds Inflation Linked Bond Fund0.89%
MTBAXNYLI MacKay Tax Free Bond Fund0.74%
HIMFXAmerican High-Income Municipal Bond Fund0.30%
NVHAXNuveen Short Duration High Yield Municipal Bond Fund1.06%
GANPXGoldman Sachs Short Duration Tax-Free Fund0.67%
FFTQXFranklin Federal Tax-Free Income Fund0.49%
VKMMXInvesco Municipal Income Fund0.88%
GAJPXGoldman Sachs Dynamic Municipal Income Fund0.38%
NSAOXNuveen Strategic Municipal Opportunities Fund1.64%
FSMMXFS Multi-Strategy Alternatives Fund1.99%
IORCXInvesco California Municipal Fund1.11%
ABTYXAB High Income Municipal Portfolio0.95%
CXHYXMacquarie National High-Yield Municipal Bond Fund0.85%
EANAXEaton Vance National Municipal Income Fund0.71%
SHMMXWestern Asset Managed Municipals Fund0.89%
FLXIXABSOLUTE FLEXIBLE FUND$1M min1.52%
VPVLTDVPIMCO Long-Term U.S. Government Portfolio2.57%
JDJAXDiversified Macro Fund1.24%
TRLDXT. Rowe Price Limited-Duration Inflation Focused Bond Fund, Inc.0.30%
ATBYXIntermediate-Term Tax-Free Bond Fund0.71%
NAWSXNuveen California High Yield Municipal Bond Fund1.62%
MMHEXNYLI MacKay High Yield Muni Bond Fund0.55%
JTMRXMunicipal Opportunities Fund1.49%
LONSXLord Abbett National Tax-Free Income Fund0.54%
FIXDFirst Trust Smith Opportunistic Fixed Income ETF0.65%
PARRXPIMCO Real Return Fund0.75%
HYMOXLord Abbett High Income Municipal Bond Fund0.58%
ANGLXAngel Oak Multi-Strategy Income Fund1.64%
RBCUXTax-Exempt Bond Fund0.41%
USATXVictory Tax Exempt Intermediate-Term Fund0.44%
FLTEXLimited Term Tax Exempt Bond Fund of America0.37%
UCONFirst Trust Smith Unconstrained Bond ETF0.86%
FCITXFranklin Federal Intermediate-Term Tax-Free Income Fund1.12%
PYMAXPIMCO High Yield Municipal Bond Fund0.86%
FCSHXFidelity Limited Term Municipal Income Fund1.27%
IORLXInvesco Limited Term California Municipal Fund1.56%
FKTJXFranklin New York Tax-Free Income Fund0.78%
JHBDXSelect Bond Trust0.85%
OWMBXOld Westbury Municipal Bond Fund0.57%
MMHKXMFS Municipal High Income Fund0.52%
SCMTXDWS Intermediate Tax-Free Fund1.48%
FHYQXFranklin High Yield Tax-Free Income Fund0.80%
LTMFXThornburg Limited Term Municipal Fund0.77%
PTYIXT. Rowe Price Tax-Free High Yield Fund0.55%
LMBSFirst Trust Low Duration Opportunities ETF0.65%
ABHYXHigh-Yield Municipal Fund1.60%
PRTMXT. Rowe Price Summit Municipal Intermediate Fund0.29%
AIDZXDiversified Municipal Portfolio0.41%
ETHYXEaton Vance High Yield Municipal Income Fund0.88%
FHIGXFidelity Municipal Income Fund0.43%
ABYAXAbbey Capital Futures Strategy Fund1.79%
DHICXAllspring Strategic Municipal Bond Fund0.79%
SMAMXALPS | Smith Total Return Bond Fund0.89%
PTAEXPutnam Tax Exempt Income Fund1.67%
BMNSXBaird Core Intermediate Municipal Bond Fund0.55%
FDCCXNuveen North Carolina Municipal Bond Fund1.61%
MOTIXBNY Mellon Municipal Opportunities Fund0.72%
NOTAXDWS Strategic High Yield Tax-Free Fund1.64%
DSENXDoubleline Shiller Enhanced CAPE0.79%
LFMAXLoCorr Macro Strategies Fund2.13%
FCAQXFranklin California High Yield Municipal Fund0.52%
SEIMXINTERMEDIATE-TERM MUNICIPAL FUND0.81%
CATSXColumbia Strategic Municipal Income Fund0.75%
IORMXInvesco Rochester Limited Term New York Municipal Fund0.83%
JGBZXJPMorgan Government Bond Fund1.05%
DMUAXBNY Mellon AMT-Free Municipal Bond Fund0.69%

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