Pimco Mortgage Opportunities and Bond benefits from the firm's analytical edge in evaluating mortgage sectors, the team’s risk-aware portfolio construction, and reasonable fees in a pricey category. Under our enhanced Morningstar Analyst Ratings methodology, its institutional shares earn an upgrade to Gold, and its remaining share classes earn Silvers and a Neutral.
Will PMZIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PMZIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the PMZIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of PMZIX’s parent organization’s priorities and whether they’re in line with investors’ interests.