Morningstar

PIMCO Investment Grade Credit Bond C PBDCX

Morningstar Medalist Rating
Medalist Rating as of | See PIMCO Investment Hub
  • NAV / 1-Day Return 9.25  /  −0.42 %
  • Total Assets 12.5 Bil
  • Adj. Expense Ratio
    1.650%
  • Expense Ratio 2.240%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Corporate Bond
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 2.97%
  • Effective Duration 6.40 years

USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 12:18 AM GMT+0

Morningstar’s Analysis PBDCX

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

  • People Pillar

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

Turning the corner.

Associate Director Brian Moriarty

Brian Moriarty

Associate Director

Summary

Pimco Investment Grade Credit Bond benefits from the skill of its veteran lead manager, the support of an impressive group of corporate bond specialists, and a versatile process that draws on the firm's robust macroeconomic and fundamental research.

by Brian Moriarty
Rated on Published on

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Portfolio Holdings PBDCX

More PBDCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
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