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PIMCO Inflation Response MultiAsst Instl PIRMX

Analyst rating as of | See PIMCO Investment Hub
  • NAV / 1-Day Return 7.73  /  0.13 %
  • Total Assets 2.3 Bil
  • Adj. Expense Ratio
  • Expense Ratio 0.710%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Allocation—15% to 30% Equity
  • Investment Style
  • Credit Quality / Interest Rate Sensitivity High / Limited
  • Status Open
  • TTM Yield 13.53%
  • Turnover 211%

Morningstar’s Analysis PIRMX

Will PIRMX outperform in future?

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

A new manager takes on an established mandate.

Senior Analyst

Summary

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The upcoming retirement of PIMCO Inflation Response Multi Asset Fund’s longtime lead manager leads to some uncertainty, but the strategy’s well-tested approach will remain consistent. A People Pillar downgrade to Average from Above Average results in a Morningstar Analyst Rating downgrade to Bronze from Silver for the strategy’s cheapest share class, while the two more-expensive move to Neutral from Bronze.

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