If you want an ESG focused, cornerstone bond portfolio run by one of the best teams in the business, Pimco Total Return ESG would be a good choice. Its cheapest classes carry a Morningstar Analyst Rating of Gold, while the others are rated Silver or Bronze.
PIMCO Total Return ESG Administrative PRFAX
NAV / 1-Day Return
9.09
/
0.23
%
Total Assets
2.5 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.750%
Expense Ratio
0.780%
Fee Level
High
Longest Manager Tenure
7.34
years
Category
Intermediate Core-Plus Bond
Credit Quality / Interest Rate Sensitivity
—Min. Initial Investment
1,000,000
Status
Open
TTM Yield
1.90%
Effective Duration
5.88
years
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will PRFAX 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 PRFAX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the PRFAX 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 PRFAX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Pimco's front-and-center offering in the ESG space.
