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Morningstar

PIMCO RAE PLUS I-2 PIXPX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 5.61  /  0.71 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.900%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style —
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 6.64%
  • Turnover 120%

USD | NAV as of Jan 28, 2023 | 1-Day Return as of Jan 28, 2023, 12:36 AM GMT+00:00

Morningstar’s Analysis PIXPX

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

People Pillar

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.

Parent Pillar

The Parent Pillar is our rating of PIXPX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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

Associate Director

Summary

| by Patricia Oey

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.

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