Pimco Small Cap Fund Quote
| PCKAX Fund | USD 8.17 0.08 0.99% |
PerformanceSoft
| Odds Of DistressLow
|
Pimco Small is trading at 8.17 as of the 19th of December 2025; that is 0.99% up since the beginning of the trading day. The fund's open price was 8.09. Pimco Small has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 20th of October 2025 and ending today, the 19th of December 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 Mutual Fund Highlights
| Fund Concentration | PIMCO Funds, Large Funds, Small Blend Funds, Small Blend, PIMCO (View all Sectors) |
| Update Date | 31st of December 2025 |
| Expense Ratio Date | 1st of August 2025 |
| Fiscal Year End | March |
Pimco Small Cap [PCKAX] is traded in USA and was established 19th of December 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 662.37 M in assets with no minimum investment requirementsPimco Small Cap is currently producing year-to-date (YTD) return of 0.87% with the current yeild of 0.06%, while the total return for the last 3 years was 7.98%.
Check Pimco Small 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 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.
Pimco Small Cap Risk Profiles
| Mean Deviation | 0.9994 | |||
| Semi Deviation | 1.22 | |||
| Standard Deviation | 1.29 | |||
| Variance | 1.67 |
Pimco Small Against Markets
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.
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets |