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PIMCO Total Return ESG Institutional PTSAX

Analyst rating as of
NAV / 1-Day Return
7.66  /  0.28 %
Total Assets
2.1 Bil
Adj. Expense Ratio
0.500%
Expense Ratio
0.510%
Fee Level
Above Average
Longest Manager Tenure
8.17 years
Category
Intermediate Core-Plus Bond
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
2.81%
Effective Duration
5.42 years

Morningstar’s Fund Analysis PTSAX

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

Strategist

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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