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.
PIMCO Commodity Real Ret Strat Instl PCRIX
NAV / 1-Day Return
6.16
/
1.32
%
Total Assets
6.4 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.
0.740%
Expense Ratio
0.820%
Fee Level
Below Average
Longest Manager Tenure
6.72
years
Category
Commodities Broad Basket
Investment Style
—Credit Quality / Interest Rate Sensitivity
—Status
Open
TTM Yield
21.66%
Turnover
260%
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 PCRIX 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 PCRIX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
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
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.
