Pimco Dynamic Bond’s lead manager Marc Seidner has impressed in recent years with a circumspect approach that has proved effective under a variety of market conditions. A lengthy stretch of team stability plus the continued support of Pimco's extensive expertise across global bond sectors supports a Morningstar Analyst Rating upgrade to Silver on its cheapest share classes, while its more expensive maintain Bronze and Neutral ratings.
PIMCO Dynamic Bond A PUBAX
NAV / 1-Day Return
10.80
/
0.17
%
Total Assets
4.0 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.210%
Expense Ratio
1.250%
Fee Level
Average
Longest Manager Tenure
6.73
years
Category
Nontraditional Bond
Credit Quality / Interest Rate Sensitivity
—Min. Initial Investment
1,000
Status
Open
TTM Yield
2.85%
Effective Duration
2.60
years
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will PUBAX 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 PUBAX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the PUBAX 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 PUBAX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Dependable.
