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Morningstar

PIMCO Short-Term Instl PTSHX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
9.54  /  0.10 %
Total Assets
12.9 Bil
Adj. Expense Ratio
0.450%
Expense Ratio
0.450%
Fee Level
Above Average
Longest Manager Tenure
11.92 years
Category
Ultrashort Bond
Credit Quality / Interest Rate Sensitivity
Medium / Limited
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
1.25%
Effective Duration
0.18 years

USD | NAV as of Nov 30, 2022 | 1-Day Return as of Nov 30, 2022, 11:48 PM GMT+00:00

Morningstar’s Fund Analysis PTSHX

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

People Pillar

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

A leading strategy to navigate liquidity markets.

Senior Analyst

Summary

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Pimco Short-Term sets the standard for ultrashort bond strategies as this fund’s seasoned leaders skillfully execute its robust process to earn a Morningstar Analyst of Rating of Silver for its institutional share class; its more expensive shares range from Bronze to Neutral.

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