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Morningstar

PIMCO CommoditiesPLUS® Strategy Instl PCLIX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
7.34  /  0.82 %
Total Assets
4.0 Bil
Adj. Expense Ratio
0.740%
Expense Ratio
0.740%
Fee Level
Below Average
Longest Manager Tenure
7.91 years
Category
Commodities Broad Basket
Investment Style
—
Credit Quality / Interest Rate Sensitivity
High / Limited
Status
Open
TTM Yield
30.80%
Turnover
—

USD | NAV as of Nov 29, 2022 | 1-Day Return as of Nov 29, 2022, 11:44 PM GMT+00:00

Morningstar’s Fund Analysis PCLIX

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.

Enough experience to withstand a key departure.

Senior Analyst

Summary

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Nic Johnson’s upcoming retirement at the end of March 2022 places PIMCO CommoditiesPLUS in the hands of its longtime comanager, Greg Sharenow. Though Johnson’s presence will be missed, the team remains full of skilled and experienced commodity experts that instill confidence. The strategy retains its Morningstar Analyst Rating of Silver for its cheapest share classes, while the more expensive are rated Bronze.

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