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PIMCO Mortgage Opportunities and BdInstl PMZIX

Analyst rating as of
NAV / 1-Day Return
10.93  /  0.10 %
Total Assets
6.1 Bil
Adj. Expense Ratio
0.600%
Expense Ratio
1.820%
Fee Level
Low
Longest Manager Tenure
7.94 years
Category
US Fund Nontraditional Bond
Credit Quality / Interest Rate Sensitivity
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
4.34%
Effective Duration
1.12 years
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Morningstar’s Analysis

Will PMZIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

This mortgage strategy is resilient.

Summary

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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.

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