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Morningstar

PIMCO Global Advantage Strategy Bd Instl PSAIX

Morningstar Analyst Rating
Quantitative rating as of | See PIMCO Investment Hub
  • NAV / 1-Day Return 10.00  /  0.31 %
  • Total Assets 276.1 Mil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.670%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Global Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 3.56%
  • Effective Duration 4.51 years

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 1:16 AM GMT+00:00

Morningstar’s Analysis PSAIX

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

People Pillar

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

Summary

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A strong management team and sound investment process underpin PIMCO Global Advantage Strategy Bd Instl's Morningstar Quantitative Rating of Silver. The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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