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PIMCO RAE PLUS Instl PXTIX

Analyst rating as of
NAV / 1-Day Return
6.01  /  0.50 %
Total Assets
1.2 Bil
Adj. Expense Ratio
0.790%
Expense Ratio
0.800%
Fee Level
Above Average
Longest Manager Tenure
7.87 years
Category
Large Value
Investment Style
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
10.69%
Turnover

Morningstar’s Fund Analysis PXTIX

Will PXTIX outperform in future?

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

A bond manager transition does not affect this fund's rating.

Senior Analyst

Summary

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Pimco RAE Plus employs a sound systematic equity process and seeks to augment returns with a flexible bond strategy that capitalizes on Pimco’s capabilities but adds a layer of risk. The two cheapest share classes maintain their Morningstar Analyst Rating of Bronze and the more expensive shares remain at Neutral.

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