Skip to Content

PIMCO RAE PLUS A PIXAX

Analyst rating as of
NAV / 1-Day Return
5.71  /  2.06 %
Total Assets
1.2 Bil
Adj. Expense Ratio
1.190%
Expense Ratio
1.200%
Fee Level
Above Average
Longest Manager Tenure
8.19 years
Category
Large Value
Investment Style
Min. Initial Investment
1,000
Status
Open
TTM Yield
6.24%
Turnover

Morningstar’s Fund Analysis PIXAX

Will PIXAX outperform in future?

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

A bond manager transition does not affect this fund's rating.

Senior Analyst

Summary

|

Pimco RAE Plus employs a sound systematic equity process and seeks to augment returns with a flexible bond strategy that capitalizes on Pimco’s capabilities but adds a layer of risk. The two cheapest share classes maintain their Morningstar Analyst Rating of Bronze and the more expensive shares remain at Neutral.

Unlock our full analysis with Morningstar Investor