The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. Now more than ever, bonds may offer important benefits to help you stay on track with your long-term goals. PIMCO Funds PIMCO is a company that sells mutual funds with $418,863M in assets under management. BOND | A complete PIMCO Active Bond ETF exchange traded fund overview by MarketWatch. Explore how bonds can help your clients diversify their portfolios and mitigate the potential impact of market volatility. For active funds, a Morningstar Analyst Rating of Gold, Silver, or Bronze reflects the Manager Research Group’s expectation that an active fund will be able to deliver positive alpha net of fees relative to the standard benchmark index assigned to the Morningstar category. A Fund may be forced to sell a comparatively large portion of its portfolio to meet significant shareholder redemptions for cash, or hold a comparatively large portion of its portfolio in cash due to significant share purchases for cash, in each case when the Fund otherwise would not seek to do so, which may adversely affect performance. Investing in foreign denominated and/or domiciled securities may involve heightened risk due to currency fluctuations, and economic and political risks, which may be enhanced in emerging markets. Overall Morningstar Rating™ among 543 funds. All Rights Reserved. This material has been distributed for informational purposes only and should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. Pacific Investment Management Company LLC, Shareholder Services TEL: 800-927-4648 6AM - 4PM PST, Gurtin Municipal Bond Management, a PIMCO Company, TEL: (858) 436-2200 FAX: (858) 436-2201, TEL: +44 (0) 20 3640 1000 FAX: +44 (0) 20 3640 1007, Shareholder services TEL: +44 (0) 20 3640 1407 9AM to 5PM, Registered in UK and Wales, Company No. Overview. PIMCO Total Return Fund is a diversified portfolio of high-quality bonds that is actively managed to seek maximized total return while preserving principal. 5 Stars (330 funds rated); 10 Yrs. Investing in derivatives could lose more than the amount invested. PHK | A complete PIMCO High Income Fund mutual fund overview by MarketWatch. Learn what a global leader in active fixed income, Bonds You Can Build On Bonds You Can Build On, PIMCO LLC CRS (Client Relationship Summary), PIMCO Investments CRS (Customer Relationship Summary). SEC yield: 1.7% … Learn more about mutual funds at fidelity.com. Despite Pimco Total Return's () excellent performance, which resulted in the fund boosting its capital base by 44% during … If you are an individual retirement investor, contact your financial advisor or other fiduciary unrelated to PIMCO about whether any given investment idea, strategy, product or service described herein may be appropriate for your circumstances. If you are an individual retirement investor, contact your financial advisor or other fiduciary unrelated to PIMCO about whether any given investment idea, strategy, product or service described herein may be appropriate for your circumstances. Bonds and bond strategies with longer durations tend to be more sensitive and volatile than those with shorter durations; bond prices generally fall as interest rates rise, and low interest rate environments increase this risk. Reductions in bond counterparty capacity may contribute to decreased market liquidity and increased price volatility. Source: SIMFA https://www.sifma.org/resources/research/fact-book/ as of 12/31/18. These major sectors are subdivided into more specific indices that are calculated and reported on a regular basis. Fidelity U.S. For performance current to the most recent month-end, visit www.pimco.com or call (888) 87-PIMCO. TEL: (858) 436-2200 FAX: (858) 436-2201 Finding opportunities to enhance yield while managing the growing credit risk aren't possible for passive - but are critical for investors in today's markets. Past performance is not a guarantee or a reliable indicator of future results. Gross Expense Ratio: 0.71%. Bloomberg Barclays U.S. Derivatives may involve certain costs and risks such as liquidity, interest rate, market, credit, management and the risk that a position could not be closed when most advantageous. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO Active Bond ETF BOND Morningstar Analyst Rating Analyst rating as of Aug 12, 2020. Core Strategies, discusses performance differences amid core bond funds, and how a focus on quality, liquidity and diversification has helped PIMCO Total Return provide portfolio ballast in this crisis. 68.69% of … All periods longer than one year are annualized. The Pimco Income Fund Class A falls within Morningstar’s multisector bond category. This and other information are contained in the fund’s prospectus and summary prospectus, if available, which may be obtained by contacting your investment professional or PIMCO representative or by visiting www.pimco.com. Check the background of this firm on FINRA's BrokerCheck. ©2020 PIMCO. PIMCO is a trademark of Allianz Asset Management of America L.P. in the United States and throughout the world. PIMCO is a trademark of Allianz Asset Management of America L.P. in the United States and throughout the world. CH-020.4.038.582-2 LEI: 549300GHCCJWKY72R127. While many investors are familiar with government bonds, such as U.S. Treasuries, fixed income is an immense asset class that spans the risk-reward spectrum. The information contained herein: (1) is proprietary to Morningstar (2) may not be copied or distributed and (3) is not warranted to be accurate, complete or timely. In general, the calculation will incorporate the yield based on the notional value of all derivative instruments held by a Fund… Total Return Fund has delivered a positive absolute return over all rolling 3-year periods net of fees since inception. Bond investments may be worth more or less than the original cost when redeemed. The data that can be found in each tab includes historical performance, the different fees in each fund, the initial investment required, asset allocation, manager information, and much more. Pacific Investment Management Company LLC (“PIMCO”) is an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”). 3 Stars (252 funds rated). A rating is not a recommendation to buy, sell or hold a fund. In the United States, that subsidiary is Morningstar Research Services LLC, which is registered with and governed by the U.S. Securities and Exchange Commission. It is not possible to invest directly in an index. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods. iShares Core Total USD Bond Market ETF. PIMCO is uniquely qualified to respond to recent changes in the municipal bond market, with an extensive network of credit research capabilities to address concerns about creditworthiness, which is critical to municipal bond investing. Based on risk-adjusted returns as of 11/30/2020, Read Morningstar’s recent review of the PIMCO Total Return Fund. This material contains the current opinions of the manager and such opinions are subject to change without notice. New Funds have limited operating histories for investors to evaluate and new and smaller Funds may not attract sufficient assets to achieve investment and trading efficiencies. Pacific Investment Management Company, better known as PIMCO, is one of the largest investment management firms in the world, with more than $1.2 trillion in assets under management. Individual investors should contact their own financial professional to determine the most appropriate investment options for their financial situation. Gross cofounded PIMCO, an investment management firm, in 1971 and became known as a superstar bond fund manager. Find the latest PIMCO Active Bond Exchange-Trad (BOND) stock quote, history, news and other vital information to help you with your stock trading and investing. Reaffirmed GOLD >. Pacific Investment Management Company LLC, 650 Newport Center Drive, Newport Beach, CA 92660, 800-387-4626. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. To find out detailed information on PIMCO Bond in the U.S., click the tabs in the table below. The impact of the weighted pillar scores for people, process and parent on the final Analyst Rating is further modified by a measure of the dispersion of historical alphas among relevant peers. Learn how we've helped investors around the world navigate decades of market change. Diversification does not ensure against loss. PIMCO Bond ETFs are funds that track various fixed-income sectors and segments of the global bond market. A word about risk: Investing in the bond market is subject to risks, including market, interest rate, issuer, credit, inflation risk, and liquidity risk. Assets under management: $5.2 billion. 4 Stars (379 funds rated); 5 Yrs. The Manager Research Group uses this five-pillar evaluation to determine how they believe funds are likely to perform relative to a benchmark over the long term on a risk adjusted basis. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission. Differences in the Fund’s performance versus the index and related attribution information with respect to particular categories of securities or individual positions may be attributable, in part, to differences in the pricing methodologies used by the Fund and the index. Aggregate Index. The value of most bonds and bond strategies are impacted by changes in interest rates. Copyright PIMCO 2020. No information contained herein should be regarded as a suggestion to engage in or refrain from any investment-related course of action as none of PIMCO nor any of its affiliates is undertaking to provide investment advice, act as an adviser to any plan or entity subject to the Employee Retirement Income Security Act of 1974, as amended, individual retirement account or individual retirement annuity, or give advice in a fiduciary capacity with respect to the materials presented herein. Analyze the Fund PIMCO International Bond Fund (U.S. Dollar-Hedged) Class A having Symbol PFOAX for type mutual-funds and perform research on other mutual funds. Bond investments may be worth more or less than the original cost when redeemed. Find out more at Eureka Report Simple, effective digital platform that helps gain the edge you and your clients deserve. The performance figures presented reflect the total return performance for the Institutional Class shares (after fees) and reflect changes in share price and reinvestment of dividend and capital gain distributions. Current performance may be lower or higher than performance shown. FXNAX, which can be productive in almost any economic and interest-rate environment, charges a … High Growth The two high-growth funds offer a cautionary tale. This material contains the current opinions of the manager and such opinions are subject to change without notice. High-yield, lower-rated, securities involve greater risk than higher-rated securities; portfolios that invest in them may be subject to greater levels of credit and liquidity risk than portfolios that do not. Colonial FirstChoice - PIMCO Wholesale Austrailian Bond. Investors should consider the investment objectives, risks, charges and expenses of the funds carefully before investing. The Manager Research Group evaluates funds based on five key pillars, which are process, performance, people, parent, and price. Bond Index also is one of the best bond funds for investors pinching pennies. Additionally, they can cover international and domestic bonds. There is no assurance that the socially responsible investing strategy and techniques employed will be successful. There is no guarantee that these investment strategies will work under all market conditions or are suitable for all investors and each investor should evaluate their ability to invest long-term, especially during periods of downturn in the market. Socially responsible investing is qualitative and subjective by nature, and there is no guarantee that the criteria utilized, or judgment exercised, by PIMCO will reflect the beliefs or values of any one particular investor. Please read them carefully before you invest or send money. PIMCO Total Return Fund is a diversified portfolio of high-quality bonds that is actively managed to seek maximized total return while preserving principal. Copyright PIMCO 2020. PIMCO and PIMCO Investments is solely responsible for its content. For both active and passive strategies, performance has no explicit weight as it is incorporated into the analysis of people and process; price at the share-class level (where applicable) is directly subtracted from an expected gross alpha estimate derived from the analysis of the other pillars. 3 Stars (456 funds rated); 10 Yrs. Learn more about this managed fund including fund information, strategy, asset allocation & performance. The fund has the ability to broadly diversify across industries, issuers and regions of the corporate bond sector and can seek to add value through investments in high quality U.S. government bonds, mortgages and foreign bonds… Scott Mather, CIO U.S. The Morningstar Analyst Rating™ is not a credit or risk rating. Morningstar, Inc.® 2020. For actively managed strategies, people and process each receive a 45% weighting in their analysis, while parent receives a 10% weighting. The Analyst Rating scale is Gold, Silver, Bronze, Neutral, and Negative. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. All Rights Reserved. ©2020 PIMCO. 3 Stars (456 funds rated); 10 Yrs. For certain peer groups where standard benchmarking is not applicable, primarily peer groups of funds using alternative investment strategies, the modification by alpha dispersion is not used. PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (NYSEARCA:HYS)’s share price shot up 0% on Wednesday . PIMCO Investments LLC, distributor, 1633 Broadway, New York, NY 10019, is a company of PIMCO. Information regarding responsible practices is obtained through voluntary or third-party reporting, which may not be accurate or complete, and PIMCO is dependent on such information to evaluate a company’s commitment to, or implementation of, responsible practices. Performance is shown for the institutional class, net of fees. PIMCO pulls each security's yield to maturity from PIMCO's Portfolio Analytics database. A word about risk: All investments contain risk and may lose value. PIMCO Investments LLC (“PIMCO Investments”) is a broker-dealer registered with the SEC and member of the Financial Industry Regulatory Authority, Inc. (“FINRA”). Reductions in bond counterparty capacity may contribute to decreased market liquidity and increased price volatility. The information provided herein is not directed at any investor or category of investors and is provided solely as general information about our products and services and to otherwise provide general investment education. Learn how PIMCO, a global leader in actively managed bond funds, pursues steady income, keeps risk in check and taps into growth for you. At over $100 trillion1, the vast global bond market offers your clients a range of opportunities to pursue attractive income and total return potential, depending on their tolerance for risk. A multisector bond fund floats between sectors to capitalize on the best opportunities. Simple, practical responses to some of the most commonly asked questions about bonds. The value of most bonds and bond strategies are impacted by changes in interest rates. The bonds can be of various duration lengths, credit quality or type. Source: Morningstar Direct. Performance quoted represents past performance. This material has been distributed for informational purposes only and should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. See PIMCO Investment Grade Credit Bond Fund (PBDAX) mutual fund ratings from all the top fund analysts in one place. 3 Stars (543 funds rated); 5 Yrs. Why bonds? PIMCO Bond. Access PIMCO's industry leading market insights and resources. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. Total Return Fund has demonstrated resiliency during large equity and credit sell-offs, including 2008 where the Fund returned 4.81% net of fees for the calendar year. 3 Stars (338 funds rated). The PIMCO Managed Core Bond Pool follows PIMCO’s forward-looking investment process to balance the trade-offs offered by today’s market. You have not saved any content. 89% of active core bond funds outperform their benchmark – one reason we're passionate about an active fixed income approach. PIMCO Climate Bond Fund seeks to be a global climate action leader in fixed income, giving special investment consideration to long-term climate risks and opportunities, consistent with prudent … Benchmark – one reason we 're passionate about an active fixed income on page... The calculation will incorporate the yield based on the notional value of most and... 'Re passionate about an active fixed income approach go to https: //shareholders.morningstar.com/investor-relations/governance/Compliance Disclosure/default.aspx... 30 November 2020 for the institutional class, net of fees since inception of possibilities for pursuing Return.. Pacific investment Management firm, in 1971 and became known as a general provides. For over 90 % of active core bond Pool follows PIMCO ’ s.... Bond | a complete PIMCO High income fund mutual fund interest rates blends the firm well-known. Leader we are today explore how bonds can be of various duration lengths, credit quality type! Overview by MarketWatch a general matter provides services to qualified institutions, financial intermediaries institutional! Acumen with more-obscure specialties to provide a risk-conscious income-focused strategy for skilled active,. 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