PIMCO SMALL Mutual Fund Fund Managers
| PCKAX Fund | USD 7.87 0.02 0.25% |
Reviewing PIMCO SMALL's portfolio management can add valuable context around whether the investment process is strengthening or weakening the strategy. Used well, management analysis frames whether execution quality is supporting future consistency or raising underperformance risk.
PIMCO |
| Symbol | PCKAX |
| Name | PIMCO Small Cap |
| Type | Mutual Fund |
| Country | US United States |
| Exchange | NMFQS |
Details on PIMCO Small Cap Leadership are not available at this time. Coverage may be limited for this module.
Should this Leadership be present, let us know and we will investigate. All values are based on available data and provided as reference information.Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.
Thematic Opportunities
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Sector Exposure (%)
When investors study sector weights in PIMCO Small Cap, they are really asking how much concentration risk is embedded in the current portfolio design. The right balance is rarely maximal diversification; it is the amount of diversification that still keeps the expected return profile attractive.
Instrument Allocation (%)
Outstanding Bonds
| MPLX LP 4125 Corp BondUS55336VAK61 | View | |
| Morgan Stanley 3971 Corp BondUS61744YAL20 | View | |
| MGM Resorts International Corp BondUS552953CD18 | View |
Institutional ownership analysis for PIMCO Small Cap matters because banks, hedge funds, pension plans, and other professional investors can influence price and liquidity more forcefully than smaller holders. This matters because getting in early on a sponsorship cycle may help, but getting caught near a large-holder exit can have the opposite effect.
Net Asset Comparison
PIMCO Small Cap ranks first in net asset among similar funds. Total Asset Under Management (AUM) of Small Blend category is currently estimated at about 7.29 Billion. PIMCO SMALL holds roughly 673.57 Million in net asset claiming about 9% of funds listed under Small Blend category.
Benchmark Summation
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This analysis covers sixty-one data points across the selected time horizon. PIMCO Small Cap Price Series Summation is a cross summation of PIMCO SMALL price series and its benchmark/peer.
Management Information & Data Sources
Management effectiveness for PIMCO SMALL is assessed through return delivery relative to mandate, allocation discipline, and cost structure. Margin trends and reinvestment returns reveal whether management is creating or eroding shareholder value.
Inputs for PIMCO Small Cap come from fund disclosures and market reference feeds and are mapped into a consistent reporting framework. Some fields can appear with publication lag. Insider and management fields are mapped from published filings and company disclosures.
This content is curated and reviewed by:
Ellen Johnson - Member of Macroaxis Editorial BoardPIMCO Small Cap Annual Yield
In accordance with the recently published financial statements, PIMCO Small Cap has an Annual Yield of 0.0741%. The PIMCO family average is 82.36% above this level, and the Small Blend category average is notably below. PIMCO SMALL is also notably higher than the broader all United States funds average.
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.