Skip to Content

PIMCO Total Return ESG Institutional PTSAX

Analyst rating as of
NAV / 1-Day Return
7.98  /  0.38 %
Total Assets
2.3 Bil
Adj. Expense Ratio
0.500%
Expense Ratio
0.530%
Fee Level
Above Average
Longest Manager Tenure
7.76 years
Category
Intermediate Core-Plus Bond
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
2.46%
Effective Duration
5.99 years

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

| |

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.

Unlock our full analysis with Morningstar Investor