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PIMCO RAE PLUS I-2 PIXPX

Analyst rating as of
NAV / 1-Day Return
6.38  /  0.78 %
Total Assets
1.2 Bil
Adj. Expense Ratio
0.890%
Expense Ratio
0.970%
Fee Level
Above Average
Longest Manager Tenure
6.18 years
Category
US Fund Large Value
Investment Style
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
5.08%
Turnover
441%
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Morningstar’s Analysis

Will PIXPX outperform in future?

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

A unique structure for this large-value fund.

Senior Analyst

Summary

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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.

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