Pimco StocksPLUS Absolute Return capitalizes on Pimco’s capabilities but employs a complicated structure. The three cheapest share classes retain their Morningstar Analyst Ratings of Bronze. The more-expensive shares are rated Neutral.
PIMCO StocksPLUS® Absolute Return A PTOAX Fund Analysis
Morningstar’s Fund Analysis PTOAX
Will PTOAX 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 PTOAX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the PTOAX 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 PTOAX’s parent organization’s priorities and whether they’re in line with investors’ interests.
A portable alpha strategy that adds volatility.
