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PIMCO Total Return ESG Institutional PTSAX

Analyst rating as of
NAV / 1-Day Return
9.38  /  0.12 %
Total Assets
2.4 Bil
Adj. Expense Ratio
0.530%
Expense Ratio
0.530%
Fee Level
Average
Longest Manager Tenure
7.08 years
Category
Intermediate Core-Plus Bond
Credit Quality / Interest Rate Sensitivity
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
2.14%
Effective Duration
5.77 years
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Morningstar’s Analysis

Will PTSAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Pimco's front-and-center offering in the ESG space.

Strategist

Summary

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If you want an ESG focused, cornerstone bond portfolio run by one of the best teams in the business, Pimco Total Return ESG would be a good choice. Its cheapest classes carry a Morningstar Analyst Rating of Gold, while the others are rated Silver or Bronze.

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