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PIMCO Mortgage-Backed Securities Instl PTRIX

Quantitative rating as of | See PIMCO Investment Hub
  • NAV / 1-Day Return 9.04  /  0.61 %
  • Total Assets 159.5 Mil
  • Adj. Expense Ratio
  • Expense Ratio 0.500%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Intermediate Core-Plus Bond
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 5.07%
  • Effective Duration 6.52 years

Morningstar’s Analysis PTRIX

Will PTRIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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Strength in PIMCO Mortgage-Backed Securities Instl’s People Pillar and Parent Pillar underpin this strategy's Morningstar Quantitative Rating of Silver. The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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