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PIMCO Total Return ESG Institutional PTSAX

Analyst rating as of
NAV / 1-Day Return
9.41  /  0.31 %
Total Assets
2.1 Bil
Adj. Expense Ratio
0.500%
Expense Ratio
0.960%
Fee Level
Average
Longest Manager Tenure
6.44 years
Category
Intermediate Core-Plus Bond
Credit Quality / Interest Rate Sensitivity
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
2.46%
Effective Duration
5.34 years
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Morningstar’s Analysis

Will PTSAX outperform in future?

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

Pimco's flagship strategy with an ESG emphasis.

Senior Analyst

Summary

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Pimco Total Return ESG offers the same management juggernaut and battle-tested process of its conventional sibling, with an ESG emphasis. Its cheapest classes carry a Morningstar Analyst Rating of Gold, while the others are rated Silver or Bronze.

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