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Morningstar

PIMCO Income I2 PONPX

Morningstar Analyst Rating
Analyst rating as of | See PIMCO Investment Hub
  • NAV / 1-Day Return 10.66  /  0.78 %
  • Total Assets 117.2 Bil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.610%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Multisector Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 6.25%
  • Effective Duration 3.22 years

USD | NAV as of Feb 04, 2023 | 1-Day Return as of Feb 04, 2023, 1:07 AM GMT+00:00

Morningstar’s Analysis PONPX

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.

Balancing risks with caution in other areas has helped maintain some resilience here.

Strategist

Summary

| by Eric Jacobson

Pimco Income deftly synthesizes the firm’s nearly unrivaled resources to create a package that earns a ‎Morningstar Analyst Rating of Gold for its institutional share class and a mix of Silver, Bronze, and Neutral for its costlier shares.‎

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