Morningstar will cease qualitative research coverage of this fund in order to reallocate our analysts to research other strategies. The last Morningstar Analyst Rating and this research will be removed. Please discontinue using the research report or former research reports issued by Morningstar on this fund. We recommend users form their own views on this fund, or obtain financial advice.
PIMCO RAE Fundamental Advantage PLUS A PTFAX
NAV / 1-Day Return
8.39
/
0.00
Total Assets
787.7 Mil
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.
1.290%
Expense Ratio
1.310%
Fee Level
Below Average
Longest Manager Tenure
7.33
years
Category
Equity Market Neutral
Alt Style Correlation / Relative Volatility
Low / MediumMin. Initial Investment
1,000
Status
Open
TTM Yield
5.22%
Turnover
355%
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 PTFAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.