The Pimco RealPath Blend target-date series has a skillful manager at the helm who works jointly with Pimco’s well-regarded investment committee. They bring together exceptional funds across asset classes while effectively balancing passive equity and active bond exposures, meriting an inaugural Morningstar Analyst Rating of Gold for the series’ cheapest share class. Its more-expensive share classes earn Silver or Bronze ratings.
Will PPZDX 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 PPZDX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the PPZDX 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 PPZDX’s parent organization’s priorities and whether they’re in line with investors’ interests.