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Morningstar

PIMCO RAE PLUS International A PTSOX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See PIMCO Investment Hub

Morningstar’s Analysis PTSOX

Will PTSOX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PTSOX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the PTSOX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of PTSOX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Strength in PIMCO RAE PLUS International A's People Pillaris partially offset by an Average Process Pillar rating, leading to a Morningstar Medalist Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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