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Morningstar

PIMCO Strategic Bond A ATMAX

Morningstar Analyst Rating
Quantitative rating as of | See PIMCO Investment Hub
  • NAV / 1-Day Return 10.17  /  0.40 %
  • Total Assets 94.2 Mil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.910%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Nontraditional Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 2.41%
  • Effective Duration 2.86 years

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 1:16 AM GMT+00:00

Morningstar’s Analysis ATMAX

Will ATMAX 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 ATMAX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the ATMAX 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 ATMAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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A sound investment process and strong management team underpin PIMCO Strategic Bond A's Morningstar Quantitative Rating of Bronze. The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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