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PIMCO

PIMCO Parent Rating

Above Average

Some concerns notwithstanding, Pimco's massive resources--both capital and human--and its laser focus on excellence merit an Above Average Parent rating.

True, Pimco could be better on pricing. Shareholders, particularly in Europe, haven't enjoyed the ‎economies of scale that they could given Pimco's massive asset base. The firm, however, believes its ‎pricing is fair based on what it consistently delivers for investors, and it's hard to argue that's not the ‎case.‎

Pimco has generally enjoyed great success with its intense working culture, even if departures are a ‎byproduct of that intensity and can sometimes dim the near-term outlook on strategies. Yet, more ‎often than not, Pimco draws on its legion of skilled people and positions the next generation to ‎thrive.

CIO Dan Ivascyn and CEO Manny Roman ‎represent that next generation and have built on the organizational strengths they inherited. An experienced and critical-thinking investor, ‎Ivascyn has sought to curate an elite staff and capable investment culture since he assumed his ‎current role in 2014 and since Roman joined him in 2016. They have significantly grown the firm's pool ‎of investment professionals and supported them by spending massively on technology and ‎technologists to spur persistent outperformance while keeping risk in check. There may be a few others in Pimco's league, but very few.‎

PIMCO Investments

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

354.22 Bil

Investment Flows (TTM)

7.99 Bil

Asset Growth Rate (TTM)

2.45%

# of Share Classes

375
Morningstar Rating # of Share Classes
50
81
129
83
23
Not Rated 9

Exchange-Traded Funds

See All PIMCO ETFs

Market

US ETFs

Total Net Assets

25.43 Bil

Investment Flows (TTM)

5.31 Bil

Asset Growth Rate (TTM)

26.65%

# of Share Classes

21

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