Advertisement
Skip to Content
Morningstar

PIMCO Dynamic Bond I-2 PUCPX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 9.63  /  0.08 %
  • Total Assets 2.6 Bil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.910%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Nontraditional Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 4.22%
  • Effective Duration 2.97 years

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis PUCPX

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

People Pillar

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

A couple of modest years do not damp the appeal of this flexible offering.‎

Strategist

Summary

| by Eric Jacobson

Deep macroeconomic expertise and a large team of skilled managers and analysts across global-bond ‎sectors are key advantages for Pimco Dynamic Bond. Its cheapest shares carry Morningstar Analyst ‎Ratings of Silver, with Bronze and Neutral ratings for its more costly classes.‎

Unlock our full analysis with Morningstar Investor