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Morningstar

PIMCO StocksPLUS® Absolute Return I2 PTOPX

Morningstar Analyst Rating
Analyst rating as of | See PIMCO Investment Hub
  • NAV / 1-Day Return 9.53  /  1.58 %
  • Total Assets 2.0 Bil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.750%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 1.99%
  • Turnover 106%

USD | NAV as of Feb 04, 2023 | 1-Day Return as of Feb 04, 2023, 1:07 AM GMT+00:00

Morningstar’s Analysis PTOPX

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

People Pillar

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

A portable alpha strategy that adds volatility.

Associate Director

Summary

| by Patricia Oey

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.

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