Pimco Long Duration Total Return brings to bear many of the advantages of its higher-profile sibling strategies. Its Institutional class carries a Morningstar Analyst Rating of Gold, while its more costly shares are rated Silver and Bronze.
PIMCO Long Duration Total Return A PLRAX
NAV / 1-Day Return
10.33
/
0.09
%
Total Assets
3.8 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.900%
Expense Ratio
0.990%
Fee Level
Above Average
Longest Manager Tenure
14.23
years
Category
Long-Term Bond
Credit Quality / Interest Rate Sensitivity
—Min. Initial Investment
1,000
Status
Open
TTM Yield
2.95%
Effective Duration
16.01
years
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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.
Applying Pimco skills to an otherwise very focused portfolio tool.
