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Morningstar

PIMCO Long-Term US Government Instl PGOVX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 4.03  /  1.26 %
  • Total Assets 713.9 Mil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.485%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Long Government
  • Credit Quality / Interest Rate Sensitivity High / Extensive
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 2.75%
  • Effective Duration 16.06 years

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

Morningstar’s Analysis PGOVX

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

People Pillar

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

Summary

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Strength in PIMCO Long-Term US Government Instl'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 second-highest quintile among peers.

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