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Morningstar

PIMCO Global Core Asset Allocation C PGMCX

Morningstar Analyst Rating
Quantitative rating as of | See PIMCO Investment Hub
  • NAV / 1-Day Return 12.10  /  0.90 %
  • Total Assets 267.2 Mil
  • Adj. Expense Ratio
    —
  • Expense Ratio 2.160%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Global Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High / Limited
  • Status Open
  • TTM Yield 0.36%
  • Turnover 119%

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

Morningstar’s Analysis PGMCX

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

People Pillar

The People Pillar is our evaluation of the PGMCX 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 PGMCX’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 C's People Pillaris partially offset by an Average Process Pillar rating, leading to a 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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