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PIMCO Low Duration ESG I2 PLUPX

Analyst rating as of
NAV / 1-Day Return
9.71  /  0.01 %
Total Assets
453.5 Mil
Adj. Expense Ratio
0.600%
Expense Ratio
0.680%
Fee Level
Above Average
Longest Manager Tenure
6.64 years
Category
Short-Term Bond
Credit Quality / Interest Rate Sensitivity
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
0.84%
Effective Duration
1.58 years
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Morningstar’s Analysis

Will PLUPX outperform in future?

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

A conservative choice for investors who care about environmental, social, and governance factors.

Summary

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Pimco Low Duration ESG benefits from the same skilled management, comprehensive resources, and risk-aware but flexible approach as its sibling, Pimco Low Duration PTLDX, while applying a socially conscious framework to its security selection. It earns a Morningstar Analyst Rating of Silver across its share classes.

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