A refined process, stellar management, and abundant resources earn a Morningstar Analyst Rating of Gold for Pimco Income's institutional shares, while its others carry a mix of Silver, Bronze, and Neutral ratings.
PIMCO Income I2 PONPX
NAV / 1-Day Return
12.08
/
0.09
%
Total Assets
140.2 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.600%
Expense Ratio
1.190%
Fee Level
Below Average
Longest Manager Tenure
14.32
years
Category
Multisector Bond
Credit Quality / Interest Rate Sensitivity
—Min. Initial Investment
1,000,000
Status
Open
TTM Yield
4.00%
Effective Duration
2.50
years
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will PONPX 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 PONPX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the PONPX 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 PONPX’s parent organization’s priorities and whether they’re in line with investors’ interests.
More than just an income fund.
