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Morningstar

PIMCO Real Estate Real Return Strategy C PETCX

Morningstar Analyst Rating
Quantitative rating as of | See PIMCO Investment Hub
  • NAV / 1-Day Return 3.51  /  2.23 %
  • Total Assets 802.2 Mil
  • Adj. Expense Ratio
    —
  • Expense Ratio 1.940%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Real Estate
  • Investment Style Mid Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 15.27%
  • Turnover 148%

USD | NAV as of Feb 04, 2023 | 1-Day Return as of Feb 04, 2023, 1:07 AM GMT+00:00

Morningstar’s Analysis PETCX

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

People Pillar

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

Summary

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PIMCO Real Estate Real Return Strategy C's Average People Pillar and Process Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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