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Morningstar

PIMCO Global Core Asset Allocation I2 PGAPX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 12.75  /  0.79 %
  • Total Assets 257.8 Mil
  • Adj. Expense Ratio
    —
  • Expense Ratio 1.060%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Global Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High / Limited
  • Status Open
  • TTM Yield 1.00%
  • Turnover 119%

USD | NAV as of Feb 02, 2023 | 1-Day Return as of Feb 02, 2023, 1:38 AM GMT+00:00

Morningstar’s Analysis PGAPX

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

People Pillar

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

Summary

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Strength in PIMCO Global Core Asset Allocation I2's People Pillaris partially offset by an Average Process Pillar rating, leading to a Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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