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Morningstar

PIMCO Low Duration Instl PTLDX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
9.07  /  0.03 %
Total Assets
7.0 Bil
Adj. Expense Ratio
0.460%
Expense Ratio
0.460%
Fee Level
Average
Longest Manager Tenure
8.17 years
Category
Short-Term Bond
Credit Quality / Interest Rate Sensitivity
High / Limited
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
1.66%
Effective Duration
1.20 years

USD | NAV as of Nov 25, 2022 | 1-Day Return as of Nov 25, 2022, 11:09 PM GMT+00:00

Morningstar’s Fund Analysis PTLDX

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

People Pillar

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

Pimco's Scott Mather Takes Leave of Absence, Morningstar Analyst Ratings Unchanged

Director

Analyst Note

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On Oct. 3, 2022, Pimco announced that Scott Mather will be taking a personal leave of absence, at least through the end of 2022. Mather has transitioned his Pimco Total Return management responsibilities to comanagers Mohit Mittal and Mark Kiesel, who have been joined by Dan Ivascyn and Qi Wang. Ivascyn, the group's CIO, is well-versed in the team's approach and also manages Gold-rated Pimco Income. As for Wang, this will be her first public portfolio management stint, though she has been a member of Pimco's investment committee since 2015 and has previously contributed to the group's macro analysis and alternative strategies.

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