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Morningstar

PIMCO Total Return Instl PTTRX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 8.73  /  0.03 %
  • Total Assets 54.8 Bil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.460%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Intermediate Core-Plus Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 4.39%
  • Effective Duration 5.87 years

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis PTTRX

Will PTTRX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PTTRX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the PTTRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of PTTRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

We Are Placing Several Pimco Funds Under Review Following a Comanager Retirement

Strategist

Analyst Note

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