The Pimco RealPath Blend target-date series benefits from a sharp lead manager who leverages the firm's abundant resources on this well-crafted retirement option. This series continues to earn top marks, with its cheapest share class receiving a Morningstar Analyst Rating of Gold, while the more expensive share classes earn Silver or Bronze ratings.
PIMCO RealPath Blend Income Instl PBRNX
NAV / 1-Day Return
11.44
/
0.79
%
Total Assets
238.0 Mil
Adj. Expense Ratio
0.330%
Expense Ratio
0.380%
Fee Level
Below Average
Longest Manager Tenure
6.64
years
Category
Target-Date Retirement
Investment Style
Large BlendCredit Quality / Interest Rate Sensitivity
Medium / LimitedStatus
Open
TTM Yield
3.27%
Turnover
17%
Morningstar’s Fund Analysis PBRNX
Will PBRNX 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 PBRNX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the PBRNX 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 PBRNX’s parent organization’s priorities and whether they’re in line with investors’ interests.
A standout option for retirement investors.
