Morningstar

PIMCO RealPath Blend 2055 Fund Institutional Class PRQZX

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  • NAV / 1-Day Return $21.19  /  −1.07 %
  • Fund Size $482.1M
  • Adjusted Expense Ratio 0.110%
  • Net Expense Ratio 0.060%
  • Fee Level: Distribution Low
  • Share Class Type Institutional
  • Morningstar Category Target-Date 2055
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Limited
  • Investment Status Open
  • TTM Yield 3.03%
  • Turnover Ratio 23%
NAV and 1-Day Return as of

Morningstar’s Analysis PRQZX

Will PRQZX outperform in the 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 PRQZX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

A leadership transition tests this series’ strong framework.

Senior Analyst David Reyna

David Reyna

Senior Analyst

Summary

Lead portfolio manager Erin Browne’s departure in May 2026 lowers conviction in Pimco RealPath Blend target-date series, resulting in a People Pillar downgrade to Above Average from High. The series retains an experienced bench of managers and a strong open-architecture approach that combines low-cost passive equity with Pimco’s active fixed-income lineup, which should continue to serve investors well.

by David Reyna
Rated on Published on

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Portfolio Holdings PRQZX

More PRQZX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 97.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
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