Skip to Content

PIMCO Low Duration ESG I2 PLUPX

Analyst rating as of
NAV / 1-Day Return
8.88  /  0.12 %
Total Assets
405.5 Mil
Adj. Expense Ratio
0.600%
Expense Ratio
0.600%
Fee Level
High
Longest Manager Tenure
8.18 years
Category
Short-Term Bond
Credit Quality / Interest Rate Sensitivity
High / Limited
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
1.34%
Effective Duration
1.00 years

Morningstar’s Fund Analysis PLUPX

Will PLUPX outperform in future?

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

Pimco's Scott Mather Takes Leave of Absence, Morningstar Analyst Ratings Unchanged

Analyst Note

|

On Oct. 3, 2022, Pimco announced that Scott Mather will be taking a personal leave of absence, at least through the end of 2022. Mather has transitioned his Pimco Total Return management responsibilities to comanagers Mohit Mittal and Mark Kiesel, who have been joined by Dan Ivascyn and Qi Wang. Ivascyn, the group's CIO, is well-versed in the team's approach and also manages Gold-rated Pimco Income. As for Wang, this will be her first public portfolio management stint, though she has been a member of Pimco's investment committee since 2015 and has previously contributed to the group's macro analysis and alternative strategies.

Unlock our full analysis with Morningstar Investor