Advertisement
Skip to Content
Morningstar

PIMCO International Bond (USD-Hdg) Instl PFORX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 9.50  /  0.19 %
  • Total Assets 11.4 Bil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.510%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Global Bond-USD Hedged
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 2.33%
  • Effective Duration 6.16 years

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis PFORX

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

People Pillar

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

Remains a standout.

Senior Analyst

Summary

| by Mike Mulach

PIMCO International Bond (USD-Hedged) is backed by three skilled managers who draw on the firm’s extensive resources, and it benefits from a flexible, diversified approach. The strategy earns a Morningstar Analyst Rating of Gold on its cheaper share classes; the more-expensive ones earn Silver.

Unlock our full analysis with Morningstar Investor