Pimco High Yield’s former lead manager will retire in June 2023, while a former comanager left the firm earlier in 2023. The strategy in place here is robust, but there is a new management configuration that may need time to settle in. It earns a Morningstar Analyst Rating of Neutral across all share classes except for the most expensive C shares; this is a downgrade from Silver or Bronze ratings, depending on the share class.
- NAV / 1-Day Return 7.55 / 0.17 %
- Total Assets 8.0 Bil
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Adj. Expense Ratio
- Expense Ratio 1.670%
- Distribution Fee Level Below Average
- Share Class Type Level Load
- Category High Yield Bond
- Credit Quality / Interest Rate Sensitivity Low / Limited
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 4.58%
- Effective Duration 3.40 years
Morningstar’s Analysis PHDCX
Will PHDCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 0
- Bond Holdings 754
- Other Holdings 34
- % Assets in Top 10 Holdings 13.5