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Morningstar

PIMCO Short-Duration Muni Income I2 PSDPX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 8.29  /  0.01 %
  • Total Assets 460.1 Mil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.430%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Muni National Short
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 1.56%
  • Effective Duration 1.94 years

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 11:14 PM GMT+00:00

Morningstar’s Analysis PSDPX

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

People Pillar

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

Summary

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PIMCO Short-Duration Muni Income I2's Average People Pillar and Process Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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