Two experienced managers oversee Pimco CommoditiesPLUS, exhibiting an edge in taking discrete, active bets against its index that have led to strong results for investors. It earns a Morningstar Analyst Rating of Silver on all share classes but its most expensive C shares, which are rated Bronze.
PIMCO CommoditiesPLUS® Strategy Instl PCLIX
NAV / 1-Day Return
5.87
/
1.73
%
Total Assets
2.7 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.740%
Expense Ratio
0.780%
Fee Level
Below Average
Longest Manager Tenure
10.78
years
Category
Commodities Broad Basket
Investment Style
Large ValueCredit Quality / Interest Rate Sensitivity
—Status
Open
TTM Yield
0.67%
Turnover
514%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will PCLIX 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 PCLIX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the PCLIX 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 PCLIX’s parent organization’s priorities and whether they’re in line with investors’ interests.
More energy sensitivity than peers, but still a worthwhile choice.
