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Morningstar

PIMCO International Bond (Unhedged)Instl PFUIX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 7.81  /  0.37 %
  • Total Assets 938.6 Mil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.510%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Global Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Extensive
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 2.25%
  • Effective Duration 6.32 years

USD | NAV as of Jan 30, 2023 | 1-Day Return as of Jan 30, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis PFUIX

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

People Pillar

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

Summary

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A sound investment process and strong management team underpin PIMCO International Bond (Unhedged)Instl's Morningstar Quantitative Rating of Gold. The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

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