SPLSPIMCO US Stocks PLUS Active Bond Exchange-Traded Fund

DiversifierNewRanked #71 of 240 in this goal

Seeks total return which exceeds that of its benchmark index consistent with prudent investment management.

By PIMCO · Launched 2026

Annual Cost

0.18%

#884 of 5,562 · low cost

Fund Size

$56M

#3,475 of 5,562 · mid-size

Return (1Y)Goal

N/A

Track Record

5 months

#5,183 of 5,562 · young

Performance

Total-return NAV · USD

Growth of $10,000

$11,010+10.1%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Fixed income

Region

North america

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 1 holdings = 97.7% of fundconcentrated

iShares Core S&P 500 ETFIVV

97.7%

Asset allocation

Other

115.5%

Stocks

99.5%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

N/A

Max drawdown

-9.2%Mild

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Bond profile

Credit ratings

AAA

1.9%

53.0%

45.0%

Where to buy

Listing

Exchange: Cboe BZX

Full fund details

Objective: Seeks total return which exceeds that of its benchmark index consistent with prudent investment management.
Strategy: Invests primarily in a portfolio of U.S.-listed equities targeting the 500 largest U.S. companies by market capitalization and a portfolio of Fixed Income Instruments, including bonds and debt securities issued by U.S. and non-U.S. entities. At least 80% in both portfolios.
Inception date: January 15, 2026
Fund family: PIMCO