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PIMCO Commodity Real Ret Strat Instl PCRIX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
5.92  /  0.85 %
Total Assets
5.6 Bil
Adj. Expense Ratio
0.740%
Expense Ratio
1.330%
Fee Level
Below Average
Longest Manager Tenure
6.48 years
Category
Commodities Broad Basket
Investment Style
—
Credit Quality / Interest Rate Sensitivity
—
Status
Open
TTM Yield
1.02%
Turnover
260%

USD | NAV as of Jun 23, 2021 | 1-Day Return as of Jun 23, 2021, 10:53 PM GMT+00:00

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Morningstar’s Analysis

Will PCRIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

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The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PCRIX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

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The People Pillar is our evaluation of the PCRIX 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

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The Parent Pillar is our rating of PCRIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Diversified commodities exposure coupled with inflation-sensitive TIPS.

Analyst

Summary

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Pimco Commodity Real Return offers investors broad commodities exposure with well-placed tactical bets, as well as the inflation-hedging advantages of U.S. Treasury Inflation-Protected Securities managed by Pimco’s strong Real Return team. It earns a Morningstar Analyst Rating of Silver across all share classes except its three most expensive, which are rated Bronze.

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