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Morningstar

PIMCO Diversified Inc A PDVAX

Morningstar Analyst Rating
Analyst rating as of | See PIMCO Investment Hub
  • NAV / 1-Day Return 9.46  /  0.59 %
  • Total Assets 3.7 Bil
  • Adj. Expense Ratio
    —
  • Expense Ratio 1.150%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Multisector Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 4.59%
  • Effective Duration 4.95 years

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:15 PM GMT+00:00

Morningstar’s Analysis PDVAX

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

People Pillar

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

Pimco has added significant resources in the wake of a recent manager departure‎.

Strategist

Summary

| by Eric Jacobson

Pimco Diversified Income‘s still ample staffing, analytical resources, and proven approach merit a ‎Morningstar Analyst Rating of Gold for its lowest-priced share classes along with Silver and Bronze ratings for ‎its more costly shares.‎

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