Pimco RAE Plus is a complicated strategy that Pimco is probably uniquely able to execute. It employs a sound systematic equity process and seeks to augment returns with a flexible bond portfolio run by an experienced Pimco manager. The two cheapest share classes maintain their Morningstar Analyst Rating of Bronze. The more expensive shares fall to Neutral.
Will PIXPX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PIXPX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the PIXPX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of PIXPX’s parent organization’s priorities and whether they’re in line with investors’ interests.