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PIMCO Inflation Response Multi-Asst I2 PPRMX

Analyst rating as of
NAV / 1-Day Return
9.08  /  0.67 %
Total Assets
2.8 Bil
Adj. Expense Ratio
0.830%
Expense Ratio
0.830%
Fee Level
Above Average
Longest Manager Tenure
3.38 years
Category
Allocation--15% to 30% Equity
Investment Style
Mid Blend
Credit Quality / Interest Rate Sensitivity
High / Limited
Status
Open
TTM Yield
12.78%
Turnover
394%
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Morningstar’s Analysis

Will PPRMX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A new manager takes on an established mandate.

Senior Analyst

Summary

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The upcoming retirement of PIMCO Inflation Response Multi Asset Fund’s longtime lead manager leads to some uncertainty, but the strategy’s well-tested approach will remain consistent. A People Pillar downgrade to Average from Above Average results in a Morningstar Analyst Rating downgrade to Bronze from Silver for the strategy’s cheapest share class, while the two more-expensive move to Neutral from Bronze.

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