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PIMCO Mortgage Opportunities and BdInstl PMZIX

Analyst rating as of
NAV / 1-Day Return
10.86  /  0.08 %
Total Assets
7.6 Bil
Adj. Expense Ratio
0.600%
Expense Ratio
0.680%
Fee Level
Low
Longest Manager Tenure
9.00 years
Category
Nontraditional Bond
Credit Quality / Interest Rate Sensitivity
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
3.99%
Effective Duration
1.99 years
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Morningstar’s Analysis

Will PMZIX outperform in future?

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

A thoughtful approach to taking mortgage market risk.

Summary

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Pimco Mortgage Opportunities and Bond benefits from the firm's analytical edge in evaluating mortgage sectors, the team’s risk-aware portfolio construction, and reasonable fees in a pricey category. Our conviction in the People and Process hasn’t wavered, but its Institutional shares earn a downgrade to Silver, given changes in the competitive landscape, while its remaining share classes earn Silver and Neutral.

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