Advertisement
Skip to Content
Morningstar

PIMCO High Yield Spectrum Instl PHSIX

Morningstar Analyst Rating
Analyst rating as of | See PIMCO Investment Hub
  • NAV / 1-Day Return 8.77  /  0.40 %
  • Total Assets 266.8 Mil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.610%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category High Yield Bond
  • Credit Quality / Interest Rate Sensitivity Low / Limited
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 7.55%
  • Effective Duration 3.45 years

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

Morningstar’s Analysis PHSIX

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

People Pillar

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

This high-yield bond fund deserves some attention.

Associate Director

Summary

| by Brian Moriarty

Pimco High Yield Spectrum benefits from an experienced lead manager with a track record of sound judgment and the support of a sizable analyst group. Its cheaper share classes earn Morningstar Analyst Ratings of Silver and Bronze, while its most expensive earns a Neutral.

Unlock our full analysis with Morningstar Investor