Pimco Total Return isn't the firm's largest strategy, but it remains a compelling, foundational option. Its cheapest share classes carry Morningstar Analyst Ratings of Gold, while its costlier shares are rated Silver and Bronze.
Will PTRAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PTRAX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the PTRAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of PTRAX’s parent organization’s priorities and whether they’re in line with investors’ interests.