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PIMCO Short-Term Instl PTSHX

Analyst rating as of
NAV / 1-Day Return
9.86  /  0.01 %
Total Assets
14.8 Bil
Adj. Expense Ratio
0.450%
Expense Ratio
0.550%
Fee Level
Above Average
Longest Manager Tenure
9.91 years
Category
US Fund Ultrashort Bond
Credit Quality / Interest Rate Sensitivity
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
1.91%
Effective Duration
0.11 years
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Morningstar’s Analysis

Will PTSHX outperform in future?

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

Focused on liquidity.

Summary

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Pimco Short-Term's wide-ranging strategy comes with risk, but its skilled management team doesn't lose sight of its modest goals, protecting capital chief among them. While the team and process are among the industry's best, under our enhanced ratings methodology, which places increased emphasis on fees, the fund's institutional shares earn a Morningstar Analyst of Rating of Silver, while its more expensive share classes earn Bronze and Neutral ratings.

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