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Morningstar

PIMCO Short-Term R PTSRX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 9.46  /  0.02 %
  • Total Assets 12.0 Bil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.950%
  • Distribution Fee Level High
  • Share Class Type Retirement, Medium
  • Category Ultrashort Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 2.76%
  • Effective Duration < 0.01 years

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis PTSRX

Will PTSRX 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 PTSRX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the PTSRX 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 PTSRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A leading strategy to navigate liquidity markets.

Senior Analyst

Summary

| by Paul Olmsted

Pimco Short-Term sets the standard for ultrashort bond strategies as this fund’s seasoned leaders skillfully execute its robust process to earn a Morningstar Analyst of Rating of Silver for its institutional share class; its more expensive shares range from Bronze to Neutral.

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