PHDAX – Fund Analysis – PIMCO High Yield A | Morningstar

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Will PHDAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PHDAX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

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

This experienced team is still settling in.

Analyst Jeana Marie Doubell

Jeana Marie Doubell

Analyst

Summary

Pimco High Yield boasts a solid investment process, but its management team is still settling in after recent leadership changes.

by Jeana Marie Doubell

Rated on Apr 16, 2024 Published on Apr 16, 2024

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