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Morningstar

PIMCO Long Duration Total Return A PLRAX

Morningstar Analyst Rating
Analyst rating as of | See PIMCO Investment Hub
  • NAV / 1-Day Return 7.62  /  1.27 %
  • Total Assets 2.9 Bil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.930%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Long-Term Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Extensive
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 3.64%
  • Effective Duration 13.59 years

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:15 PM GMT+00:00

Morningstar’s Analysis PLRAX

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

People Pillar

The People Pillar is our evaluation of the PLRAX 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 PLRAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A niche fund that does just what it’s supposed to.

Senior Analyst

Summary

| by Peter Marchese

Pimco Long Duration Total Return draws on expansive resources, an experienced team, and a sound process to warrant a Morningstar Analyst Rating of Gold for its institutional share class; its pricier shares are rated Silver and Bronze.

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