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PIMCO Total Return Admin PTRAX

Analyst rating as of
NAV / 1-Day Return
8.73  /  0.37 %
Total Assets
54.7 Bil
Adj. Expense Ratio
Expense Ratio
Fee Level
Longest Manager Tenure
8.18 years
Intermediate Core-Plus Bond
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Min. Initial Investment
TTM Yield
Effective Duration
5.87 years

Morningstar’s Fund Analysis PTRAX

Will PTRAX outperform in future?

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Pimco's Scott Mather Takes Leave of Absence, Morningstar Analyst Ratings Unchanged


Analyst Note


On Oct. 3, 2022, Pimco announced that Scott Mather will be taking a personal leave of absence, at least through the end of 2022. Mather has transitioned his Pimco Total Return management responsibilities to comanagers Mohit Mittal and Mark Kiesel, who have been joined by Dan Ivascyn and Qi Wang. Ivascyn, the group's CIO, is well-versed in the team's approach and also manages Gold-rated Pimco Income. As for Wang, this will be her first public portfolio management stint, though she has been a member of Pimco's investment committee since 2015 and has previously contributed to the group's macro analysis and alternative strategies.

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