One of three managers has left, but Pimco Total Return still offers a manager juggernaut and a battle-tested process. All shares carry Morningstar Analyst Ratings of Gold or Silver.
Will PTTAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PTTAX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the PTTAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of PTTAX’s parent organization’s priorities and whether they’re in line with investors’ interests.