PIMCO US Stocks PLUS Active Bond Exchange Traded Fund (SPLS) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
PIMCO US Stocks PLUS Active Bond Exchange Traded Fund (SPLS) trades at $55.20. PIMCO US Stocks PLUS Active Bond Exchange Traded Fund (SPLS) seeks to replicate the performance of the S&P 500 Index by… Market cap: $57.1M, Sector: Financial services.
Price as of Aug 21, 2026 · Last analyzed: Mar 17, 2026Analyst Coverage for SPLS: SPLS does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates SPLS against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
Not enough scored data yet to form a council read on SPLS.
How is this calculated? →PIMCO US Stocks PLUS Active Bond Exchange Traded Fund (SPLS) Financial Services Profile
PIMCO US Stocks PLUS Active Bond Exchange Traded Fund (SPLS) offers investors exposure to both equity and fixed-income markets, benchmarked against the S&P 500 Index. As a non-diversified fund, SPLS actively manages its asset allocation while considering the tax implications of its investment decisions within the financial services sector.
What Is the Investment Thesis for SPLS?
PIMCO US Stocks PLUS Active Bond Exchange Traded Fund (SPLS) presents a unique investment proposition by blending equity and fixed-income exposures while tracking the S&P 500 Index. With a negative P/E ratio of -4.44 and a negative profit margin of -8.2%, the fund's current financial metrics suggest potential challenges. However, the fund's active management and tax-aware investment approach could drive future performance. Key catalysts include effective asset allocation strategies and favorable market conditions for both equities and fixed income. The fund's high beta of 1.87 indicates significant volatility compared to the market, which could lead to both higher gains and losses. Investors should carefully consider the fund's non-diversified nature and its sensitivity to market fluctuations.
Based on FMP financials and quantitative analysis
SPLS Key Highlights
Market Cap of $57.1M indicates a small-cap fund, potentially offering higher growth opportunities but also increased volatility.
- P/E Ratio of -4.44 suggests the fund is currently not profitable, requiring careful monitoring of future earnings potential.
- Profit Margin of -8.2% highlights the fund's current challenges in generating profits from its investments.
- Gross Margin of 26.1% indicates the fund's efficiency in managing its direct costs associated with investments.
- Beta of 1.87 signifies higher volatility compared to the S&P 500 Index, implying potentially larger price swings.
Who Are SPLS's Competitors?
SPLS is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| IVV iShares Core S&P 500 ETF | $766.34 | -0.83% | $888B | 44 |
| SPY SPDR S&P 500 ETF | $762.60 | -0.84% | $812B | 46 |
| AGG iShares Core U.S. Aggregate Bond ETF | $97.49 | -0.33% | $137B | 44 |
| EEA The European Equity Fund, Inc. | $11.15 | -0.59% | $74.7M | 67 |
| HNNA Hennessy Advisors, Inc. | $9.89 | -1.30% | $78.2M | 81 |
| ETHT ProShares - Ultra Ether ETF | $12.57 | +19.94% | $92.2M | 68 |
| TPZ Tortoise Electrification Infrastructure ETF | $21.62 | -0.18% | $127M | 70 |
| CHECU Chenghe Acquisition III Co. Units | $10.25 | +0.39% | $134M | 67 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are SPLS's Key Strengths?
Established brand name (PIMCO).
- Active management strategy.
- Tax-aware investment approach.
- Blended equity and fixed-income exposure.
What Are SPLS's Weaknesses?
Non-diversified fund.
- Higher beta (1.87) indicating greater volatility.
- Negative P/E ratio and profit margin.
- Reliance on active management skill.
What Could Drive SPLS Stock Higher?
Potential changes in market conditions favoring active management.
- Effective asset allocation decisions driving outperformance.
- Tax-efficient strategies enhancing after-tax returns.
What Are the Key Risks for SPLS?
Market volatility impacting fund performance.
- Underperformance relative to benchmark index.
- Non-diversified nature leading to higher risk.
- Interest rate changes affecting fixed-income portfolio.
What Are the Growth Opportunities for SPLS?
- Enhanced Asset Allocation Strategies: SPLS can improve its growth prospects by refining its asset allocation strategies to capitalize on market trends and economic cycles. By dynamically adjusting the mix between equity and fixed-income portfolios, the fund can potentially enhance returns and mitigate risks. The market for actively managed asset allocation strategies is projected to grow as investors seek to optimize their portfolios in response to changing market conditions. Timeline: Ongoing.
- Tax-Efficient Investment Management: SPLS can attract more investors by emphasizing its tax-efficient investment management approach. By minimizing the tax impact of its investment decisions, the fund can enhance after-tax returns for its investors. The demand for tax-efficient investment solutions is expected to increase as investors become more aware of the impact of taxes on their investment portfolios. Timeline: Ongoing.
- Expansion of Distribution Channels: SPLS can expand its reach by broadening its distribution channels to include more financial advisors, brokerage firms, and online platforms. By increasing its visibility and accessibility, the fund can attract a wider range of investors. The market for ETF distribution is becoming increasingly competitive, with new platforms and technologies emerging to facilitate access to investment products. Timeline: Ongoing.
- Development of Innovative Investment Products: SPLS can drive growth by developing innovative investment products that cater to specific investor needs and preferences. By creating new ETFs or mutual funds with unique investment strategies or thematic focuses, the fund can differentiate itself from competitors and attract new assets. The market for innovative investment products is growing rapidly, with investors seeking specialized solutions to meet their financial goals. Timeline: Ongoing.
- Strategic Partnerships and Acquisitions: SPLS can accelerate its growth by forming strategic partnerships or acquiring smaller asset management firms. By leveraging the expertise and resources of other organizations, the fund can expand its capabilities and market reach. The asset management industry is undergoing consolidation, with larger firms acquiring smaller players to gain scale and efficiency. Timeline: Ongoing.
What Threats Does SPLS Face?
- Market volatility and economic downturns.
- Rising interest rates impacting fixed-income investments.
- Increased competition from passive ETFs.
- Regulatory changes affecting the asset management industry.
What Are SPLS's Competitive Advantages?
- Established Brand Reputation: PIMCO is a well-known and respected brand in the asset management industry.
- Expertise in Fixed Income: PIMCO has a strong track record in managing fixed-income investments.
- Active Management Capabilities: SPLS utilizes active management strategies to generate returns.
- Tax-Efficient Investment Approach: SPLS considers the tax implications of its investment decisions.
What Does SPLS Do?
PIMCO US Stocks PLUS Active Bond Exchange Traded Fund (SPLS) is designed to provide investors with a blended exposure to the U.S. stock market and fixed-income securities. The fund operates under the umbrella of PIMCO, a globally recognized investment management firm known for its expertise in fixed income. SPLS aims to mirror the performance of the S&P 500 Index by strategically allocating its assets between an Equity Portfolio and a Fixed Income Portfolio. These portfolios may consist of underlying funds, options, futures contracts, or swap agreements, providing flexibility in achieving the desired asset allocation. The fund's investment strategy takes into account the federal income tax implications of its investment decisions, seeking to optimize after-tax returns for its investors. Being a non-diversified fund, SPLS can concentrate its investments in a smaller number of holdings compared to a diversified fund, which may lead to higher volatility. SPLS is available to investors seeking a combined equity and fixed-income investment solution with active management and tax awareness.
What Products and Services Does SPLS Offer?
- Invests in a combination of Equity and Fixed Income Portfolios.
- Seeks to replicate the performance of the S&P 500 Index.
- Utilizes underlying funds, options, futures contracts, or swap agreements.
- Considers the federal income tax impact of investment decisions.
- Operates as a non-diversified fund.
- Actively manages asset allocation between equity and fixed income.
How Does SPLS Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- Aims to outperform its benchmark index, the S&P 500, net of fees.
- Utilizes active investment strategies to generate returns.
- Manages risk through diversification and hedging techniques.
What Industry Does SPLS Operate In?
PIMCO US Stocks PLUS Active Bond Exchange Traded Fund (SPLS) operates within the asset management industry, which is characterized by intense competition and evolving investor preferences. The industry is influenced by macroeconomic factors, interest rate movements, and regulatory changes. SPLS competes with other ETFs and mutual funds that offer similar blended investment strategies. The fund's ability to deliver superior risk-adjusted returns and manage tax implications effectively will determine its success in attracting and retaining investors.
Who Are SPLS's Key Customers?
- Retail Investors seeking blended equity and fixed-income exposure.
- Financial Advisors looking for diversified investment solutions for their clients.
- Institutional Investors seeking active management and tax-aware strategies.
- Retirement savers wanting to track the S&P 500 with downside protection.
Financial Health
PIMCO US Stocks PLUS Active Bond Exchange Traded Fund's Piotroski F-Score is 7/9, a 9-point checklist of profitability, leverage and efficiency — signaling solid underlying fundamentals. Its Altman Z-Score of 3.46 places it in the safe zone, indicating low near-term bankruptcy risk.
SPLS Financials
Bull Case vs Bear Case
Bull Case
- Established brand name (PIMCO).
- Active management strategy.
- Tax-aware investment approach.
- Blended equity and fixed-income exposure.
Bear Case
- Non-diversified fund.
- Higher beta (1.87) indicating greater volatility.
- Negative P/E ratio and profit margin.
- Reliance on active management skill.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · August 2026
SPLS Latest News
No recent news available for SPLS.
SPLS Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for SPLS.
Price Targets
Wall Street price target analysis for SPLS.
SPLS MoonshotScore
What does this score mean?
The MoonshotScore rates SPLS 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
SPLS Financial Services Stock FAQ
What does PIMCO US Stocks PLUS Active Bond Exchange Traded Fund do?
PIMCO US Stocks PLUS Active Bond Exchange Traded Fund (SPLS) is an exchange-traded fund that aims to replicate the performance of the S&P 500 Index by investing in a combination of equity and fixed-income assets.
What are the main risks for SPLS?
The main risks for PIMCO US Stocks PLUS Active Bond Exchange Traded Fund (SPLS) include market volatility, underperformance relative to its benchmark index, and its non-diversified nature. Market volatility can significantly impact the fund's performance, especially given its high beta. Underperformance relative to the S&P 500 Index could lead to investor dissatisfaction and outflows.
How sensitive is SPLS to interest rate changes?
SPLS's sensitivity to interest rate changes is primarily determined by its allocation to fixed-income securities. When interest rates rise, the value of existing fixed-income investments typically declines, which can negatively impact the fund's overall performance. The fund's active management team will attempt to mitigate this risk by adjusting the duration and composition of the fixed-income portfolio.
What is PIMCO US Stocks PLUS Active Bond Exchange Traded Fund's credit quality and risk management approach?
As an actively managed fund, PIMCO US Stocks PLUS Active Bond Exchange Traded Fund integrates credit quality assessment and risk management into its investment process. While specific details on the fund's holdings are subject to change, PIMCO's general approach involves rigorous credit analysis to evaluate the creditworthiness of fixed-income securities.
What are the key factors to evaluate for SPLS?
Evaluate SPLS on fundamentals, analyst consensus, and risk factors. PIMCO US Stocks PLUS Active Bond Exchange Traded Fund (SPLS) presents a unique investment proposition by blending equity and fixed-income exposures while tracking the S&P 500 Index. Not financial advice.
How frequently does SPLS data refresh on this page?
SPLS's price was last updated on Aug 21, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven SPLS's recent stock price performance?
PIMCO US Stocks PLUS Active Bond Exchange Traded Fund (SPLS) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Established brand name (PIMCO). See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider SPLS overvalued or undervalued right now?
PIMCO US Stocks PLUS Active Bond Exchange Traded Fund (SPLS) has no trailing P/E available here, so lean on price-to-sales and cash flow in the Financials tab. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- AI analysis pending for SPLS, which may provide additional insights.
- Financial data is based on available information as of 2026-03-17.