SPLSPIMCO US Stocks PLUS Active Bond Exchange-Traded Fund
Seeks total return which exceeds that of its benchmark index.
By PIMCO · Launched 2026
Annual Cost
0.18%
#794 of 6,040 · low cost
Fund Size
$46M
#3,847 of 6,040 · mid-size
Return (1Y)
+22.1%
Track Record
8 months
#5,087 of 6,040 · young
Performance
Total-return NAV · USDGrowth of $10,000
$11,811+18.1%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 99.8% of fundconcentrated
ISHARES CORE S&P 500 ETF
98.0%
UNITED STATES GOVT
0.7%
UNITED STATES GOVT
0.3%
FEDERAL HOME LOAN BANK (FHLB)
0.2%
FEDERAL HOME LOAN BANK (FHLB)
0.2%
FEDERAL HOME LOAN BANK (FHLB)
0.2%
N/AUXYM6
0.1%
N/AWNM6
0.0%
N/AFVM6
0.0%
N/ASFRZ7
-0.0%
Asset allocation
Other
114.8%
Stocks
99.6%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
17.3%Moderate
Year-on-year price swings
Max drawdown
-14.9%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%
AA
52.5%
A
45.5%
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Seeks total return which exceeds that of its benchmark index.
- 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 actively-managed PIMCO fixed-income ETFs. Aims for total return through capital appreciation and income.
- Inception date
- January 15, 2026
- Fund family
- PIMCO
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Data updated on 2026-09-18