Pimco Small is trading at 7.34 as of the 20th of March 2025; that is 1.66 percent up since the beginning of the trading day. The fund's open price was 7.22. Pimco Small has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 20th of March 2025. Click here to learn more.
The fund seeks to exceed the total return of the Russell 2000 Index by investing under normal circumstances in Russell 2000 Index derivatives, backed by a diversified portfolio of Fixed Income Instruments actively managed by PIMCO. Fixed Income Instruments include bonds, debt securities and other similar instruments issued by various U.S. More on Pimco Small Cap
Pimco Small Cap [PSCSX] is traded in USA and was established 20th of March 2025. Pimco Small is listed under PIMCO category by Fama And French industry classification. The fund is listed under Small Blend category and is part of PIMCO family. This fund at this time has accumulated 1.81 B in assets with minimum initial investment of 1000 K. Pimco Small Cap is currently producing year-to-date (YTD) return of 2.91% with the current yeild of 0.04%, while the total return for the last 3 years was 2.88%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Pimco Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Pimco Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Pimco Small Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Other Information on Investing in Pimco Mutual Fund
Pimco Small financial ratios help investors to determine whether Pimco Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Pimco with respect to the benefits of owning Pimco Small security.