Pimco StocksPLUS International has a seasoned lead manager and employs a unique structure that capitalizes on Pimco’s strong bond investing capabilities. Under our enhanced ratings process, the three cheaper share classes are upgraded to a Morningstar Analyst Rating of Bronze. The more expensive shares remain at Neutral.
Will PPLPX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PPLPX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the PPLPX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of PPLPX’s parent organization’s priorities and whether they’re in line with investors’ interests.