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.
Will PLUPX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PLUPX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the PLUPX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of PLUPX’s parent organization’s priorities and whether they’re in line with investors’ interests.