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Caution Warranted on PIMCO Stewardship

Even without Gross PIMCO remains a leading global fixed-income manager with broad, deep resources, but investors should be aware of several key risks.

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As part of our ongoing assessment of Bill Gross’ departure from PIMCO, we are releasing this updated PIMCO family-level stewardship grade report as a sample of Morningstar Manager Research Services’ institutional research. For more information regarding Morningstar Manager Research Services, please contact Dan Lefkovitz. Please stay tuned for continuing coverage.

Download a PDF version of this report here

Eric Jacobson has a position in the following securities mentioned above: PTTRX, PRRIX. Find out about Morningstar’s editorial policies.