Its returns thus far haven't shone, but Pimco Total Return ESG's resources and underlying investment process are topnotch. Its cheapest classes carry a Morningstar Analyst Rating of Gold, while the others are rated Silver or Bronze.
PIMCO Total Return ESG Institutional PTSAX Fund Analysis
Morningstar’s Fund Analysis PTSAX
Will PTSAX 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 PTSAX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the PTSAX 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 PTSAX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Considerable resources and a proven underlying investment process underpin this offering's appeal.
