Morningstar

PIMCO StocksPLUS® Absolute Return Instl PSPTX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See PIMCO Investment Hub

Morningstar’s Analysis PSPTX

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

  • People Pillar

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

A layered approach for long-term investors.

Analyst Vedran Beogradlija

Vedran Beogradlija

Analyst

Summary

The strategies under the Pimco StocksPLUS framework and its RAE PLUS sibling are overseen by a capable team with impressive resources. Its unique approach has favorable aspects but comes with distinctive structural challenges.

by Vedran Beogradlija
Rated on Published on

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