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PIMCO Total Return ESG Institutional PTSAX

Analyst rating as of
NAV / 1-Day Return
7.69  /  0.24 %
Total Assets
2.3 Bil
Adj. Expense Ratio
0.500%
Expense Ratio
0.510%
Fee Level
Above Average
Longest Manager Tenure
8.00 years
Category
Intermediate Core-Plus Bond
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
2.59%
Effective Duration
5.99 years

Morningstar’s Fund Analysis PTSAX

Will PTSAX outperform in future?

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

Considerable resources and a proven underlying investment process underpin this offering's appeal.

Strategist

Summary

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Its returns thus far haven't shone, but Pimco Total Return ESG's resources and underlying investment ‎process are topnotch. Its cheapest classes carry a Morningstar Analyst Rating of Gold, while the others ‎are rated Silver or Bronze.‎

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