Stocksplus Fund Institutional Fund Quote
| PSTKX Fund | USD 12.50 0.20 1.63% |
PerformanceVery Weak
| Odds Of DistressLow
|
Stocksplus Fund is trading at 12.50 as of the 25th of March 2025; that is 1.63 percent up since the beginning of the trading day. The fund's open price was 12.3. Stocksplus Fund 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 25th of December 2024 and ending today, the 25th of March 2025. Click here to learn more.
The fund seeks to exceed the total return of the SP 500 Index by investing under normal circumstances in SP 500 Index derivatives, backed by a portfolio of fixed income instruments. Fixed income instruments include bonds, debt securities and other similar instruments issued by various U.S. More on Stocksplus Fund Institutional
Moving against Stocksplus Mutual Fund
Stocksplus Mutual Fund Highlights
| Fund Concentration | PIMCO Funds, Large Blend Funds, Large Blend, PIMCO, Large Blend, Large Blend (View all Sectors) |
| Update Date | 31st of March 2025 |
Stocksplus Fund Institutional [PSTKX] is traded in USA and was established 25th of March 2025. Stocksplus Fund is listed under PIMCO category by Fama And French industry classification. The fund is listed under Large Blend category and is part of PIMCO family. This fund at this time has accumulated 927.37 M in assets with no minimum investment requirementsStocksplus Fund Inst is currently producing year-to-date (YTD) return of 1.72% with the current yeild of 0.05%, while the total return for the last 3 years was 9.18%.
Check Stocksplus Fund Probability Of Bankruptcy
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 Stocksplus 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 Stocksplus 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 Stocksplus Fund Institutional 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.
Stocksplus Fund Inst Risk Profiles
| Mean Deviation | 0.842 | |||
| Standard Deviation | 1.07 | |||
| Variance | 1.15 | |||
| Risk Adjusted Performance | (0.07) |
Stocksplus Fund Against Markets
Other Information on Investing in Stocksplus Mutual Fund
Stocksplus Fund financial ratios help investors to determine whether Stocksplus 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 Stocksplus with respect to the benefits of owning Stocksplus Fund security.
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| Bonds Directory Find actively traded corporate debentures issued by US companies | |
| Portfolio Analyzer Portfolio analysis module that provides access to portfolio diagnostics and optimization engine |