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PIMCO RealPath Blend 2050 A PPQAX Fund Analysis

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Morningstar’s Analysis PPQAX

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

  • People Pillar

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

Pimco Plans to Close the Admin Share Class Across Its RealPath Blend Target-Date Fund Series

null Megan Pacholok

Megan Pacholok

Analyst Note

On Feb. 16, 2024, Pimco announced it plans to close the Administrative Class of the Pimco RealPath Blend target-date series on or around June 21, 2024. That share class of each fund in the series will be closed to new and existing investors on May 17. The share-class prospectus adjusted expense ratio ranged from 0.38% to 0.59%, and continued fee pressure across the target-date industry likely played a role in its lower asset base.

by Megan Pacholok
Published on

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