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Morningstar

PIMCO Mortgage Opportunities and Bd I-2 PMZPX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See PIMCO Investment Hub

Morningstar’s Analysis PMZPX

Will PMZPX 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 PMZPX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PMZPX 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 PMZPX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A standout offering with a focused mandate.

Director Eric Jacobson

Eric Jacobson

Director

Summary

Pimco Mortgage Opportunities overcomes the modest limitations of a focused strategy in a cohort of more adventurous rivals, with some of the best management, analytical, and technological resources in the industry. Its share classes across both offshore and U.S.-based vehicles carry Morningstar Medalist Ratings of Gold for the cheapest among them, and Silver and Bronze for its pricier shares.

by Eric Jacobson
Rated on Published on

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