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Morningstar

PIMCO Short-Term A PSHAX

Morningstar Analyst Rating
Analyst rating as of | See PIMCO Investment Hub
  • NAV / 1-Day Return 9.47  /  0.03 %
  • Total Assets 11.9 Bil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.700%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Ultrashort Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 3.01%
  • Effective Duration < 0.01 years

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:15 PM GMT+00:00

Morningstar’s Analysis PSHAX

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

People Pillar

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

A leading strategy to navigate liquidity markets.

Senior Analyst

Summary

| by Paul Olmsted

Pimco Short-Term sets the standard for ultrashort bond strategies as this fund’s seasoned leaders skillfully execute its robust process to earn a Morningstar Analyst of Rating of Silver for its institutional share class; its more expensive shares range from Bronze to Neutral.

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