Pimco Income deftly synthesizes the firm’s nearly unrivaled resources to create a package that earns a Morningstar Analyst Rating of Gold for its institutional share class and a mix of Silver, Bronze, and Neutral for its costlier shares.
Morningstar’s Fund Analysis PONAX
Will PONAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PONAX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the PONAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of PONAX’s parent organization’s priorities and whether they’re in line with investors’ interests.