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Morningstar

PIMCO Commodity Real Ret Strat Instl PCRIX

Morningstar Analyst Rating
Analyst rating as of | See PIMCO Investment Hub
  • NAV / 1-Day Return 4.68  /  2.70 %
  • Total Assets 6.6 Bil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.760%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Commodities Broad Basket
  • Investment Style —
  • Credit Quality / Interest Rate Sensitivity High / Limited
  • Status Open
  • TTM Yield 46.23%
  • Turnover 120%

USD | NAV as of Feb 04, 2023 | 1-Day Return as of Feb 04, 2023, 1:07 AM GMT+00:00

Morningstar’s Analysis PCRIX

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.

Enough experience to withstand a key departure.

Senior Analyst

Summary

| by Bobby Blue

Nic Johnson’s upcoming retirement at the end of March 2022 places PIMCO Commodity Real Return in the hands of its experienced comanager, Greg Sharenow. Though Johnson’s presence will be missed, the team is full of skilled and tenured commodity experts that instill confidence. The strategy retains its Morningstar Analyst Rating of Silver for its cheapest share classes, while the more expensive are Bronze.

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