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. Gurtin Municipal Bond Management, a PIMCO Company 444 W. Lake Street, Suite 2333 Chicago, IL 60606 444 W Lake St #2333. Guided by PIMCO’s global perspective and on-the-ground insights into country fundamentals, the Fund targets a portfolio of primarily investment grade bonds from around the developed world, making this … 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. 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. 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. 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. Source: SIMFA https://www.sifma.org/resources/research/fact-book/ as of 12/31/18. A rating is not a recommendation to buy, sell or hold a fund. PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (NYSEARCA:HYS)’s share price shot up 0% on Wednesday . This material contains the current opinions of the manager and such opinions are subject to change without notice. A new or smaller Fund’s performance may not represent how the Fund is expected to or may perform in the long-term. Analyst Ratings ultimately reflect the Manager Research Group’s overall assessment, are overseen by an Analyst Rating Committee, and are continuously monitored and reevaluated at least every 14 months. The Morningstar Rating™ for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Investment return and the principal value of an investment will fluctuate. For actively managed strategies, people and process each receive a 45% weighting in their analysis, while parent receives a 10% weighting. All periods longer than one year are annualized. 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. 2604517 LEI: 549300GHCCJWKY72R127, TEL: +39 02 9475 5400 FAX: +39 02 9475 5402, Iscritta al Registro delle Imprese in Italia al n. 10005170963 LEI: 549300GHCCJWKY72R127, TEL: +49 89 26209 6000 FAX: +49 89 26209 6005, Registriert in Deutschland, Firmennr. The Adjusted Expense Ratio excludes certain investment expenses, such as interest expense from borrowings and repurchase agreements and dividend expense from investments on short sales, incurred directly by the Fund or indirectly through the Fund’s investments in underlying PIMCO Funds (if applicable), none of which are paid to PIMCO. He decamped in 2014, and joined Janus Henderson to manage a global macro bond fund … The bonds can be of various duration lengths, credit quality or type. Current performance may be lower or higher than performance shown. Earning income is an important goal for many investors, and they have often relied on bonds to help them achieve it. This material contains the current opinions of the manager and such opinions are subject to change without notice. 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. Past performance is not a guarantee or a reliable indicator of future results. 3 Stars (456 funds rated); 10 Yrs. Individual investors should contact their own financial professional to determine the most appropriate investment options for their financial situation. 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. Gurtin Municipal Bond Management, a PIMCO Company 444 W. Lake Street, Suite 2333 Chicago, IL 60606 444 W Lake St #2333. All rights reserved. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission. "Core bond funds… Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. PIMCO Active Bond ETF BOND Morningstar Analyst Rating Analyst rating as of Aug 12, 2020. Based on risk-adjusted returns as of 11/30/2020, Overall Morningstar Rating™ among 379 funds. It is not possible to invest directly in an index. PIMCO Bond. FXNAX, which can be productive in almost any economic and interest-rate environment, charges a … 4 Stars (333 funds rated). All Rights Reserved. 3 Stars (543 funds rated); 5 Yrs. Performance quoted represents past performance. Overall Morningstar Rating™ among 543 funds. PIMCO is a trademark of Allianz Asset Management of America L.P. in the United States and throughout the world. PIMCO Investments is the distributor of PIMCO investment products, and any PIMCO Content relating to those investment products is the sole responsibility of PIMCO Investments. Past performance is no guarantee of future results. Pimco Active Bond ETF blends the firm's well-known investment acumen with more-obscure specialties to provide a risk-conscious income-focused strategy. 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. View the latest ETF prices and news for better ETF investing. Mortgage and asset-backed securities may be sensitive to changes in interest rates, subject to early repayment risk, and their value may fluctuate in response to the market’s perception of issuer creditworthiness; while generally supported by some form of government or private guarantee there is no assurance that private guarantors will meet their obligations. 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. PIMCO and PIMCO Investments is solely responsible for its content. 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. PIMCO Investments is the distributor of PIMCO investment products, and any PIMCO Content relating to those investment products is the sole responsibility of PIMCO Investments. Source: Morningstar Direct. Investing in the bond market is subject to risks, including market, interest rate, issuer, credit, inflation risk, and liquidity risk. iShares Core Total USD Bond Market ETF. See PIMCO Investment Grade Credit Bond Fund performance, holdings, fees, … High performance is defined as a significant increase in either 1) a fund’s total return in excess of that of the fund’s benchmark between reporting periods or 2) a fund’s total return in excess of the fund’s historical returns between reporting periods. Investment Products: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED. Aggregate Index. 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. PIMCO Total Return Fund is a diversified portfolio of high-quality bonds that is actively managed to seek maximized total return while preserving principal. ©2020 PIMCO. Pacific Investment Management Company LLC (“PIMCO”) is an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”). 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 … Learn how PIMCO, a global leader in actively managed bond funds, pursues steady income, keeps risk in check and taps into growth for you. A word about risk: Investing in the bond market is subject to risks, including market, interest rate, issuer, credit, inflation risk, and liquidity risk. 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. The PIMCO Total Return Fund II was rated against the following numbers of Intermediate Core Bond funds over the following time periods: Overall 4 Stars (379 funds rated); 3 Yrs. To find out detailed information on PIMCO Bond in the U.S., click the tabs in the table below. A word about risk: All investments contain risk and may lose value. The Morningstar Analyst Rating (i) should not be used as the sole basis in evaluating a fund, (ii) involves unknown risks and uncertainties which may cause the Manager Research Group’s expectations not to occur or to differ significantly from what they expected, and (iii) should not be considered an offer or solicitation to buy or sell the fund. Additionally, PIMCO … Morningstar, Inc.® 2020. PIMCO pulls each security's yield to maturity from PIMCO's Portfolio Analytics database. 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. Explore PIMCO’s wide range of tax-advantaged strategies, Timely insights on global markets and macroeconomics. Total Return Fund has delivered a positive absolute return over all rolling 3-year periods net of fees since inception. PIMCO Funds PIMCO is a company that sells mutual funds with $418,863M in assets under management. Connect with your Financial Advisor to explore investing with PIMCO. 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. The Morningstar Analyst Rating™ is not a credit or risk rating. BOND | A complete PIMCO Active Bond ETF exchange traded fund overview by MarketWatch. 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. Check the background of this firm on FINRA's BrokerCheck. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission. Pacific Investment Management Company LLC (“PIMCO”) is an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”). Copyright PIMCO 2020. Based on risk-adjusted returns as of 11/30/2020, Read Morningstar’s recent review of the PIMCO Total Return Fund. For more detailed information about Morningstar’s Analyst Rating, including its methodology, please go to https://shareholders.morningstar.com/investor-relations/governance/Compliance--Disclosure/default.aspx. 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. 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. The company traded as high as $97.91 … Past performance is not a guarantee or a reliable indicator of future performance. 3 Stars (252 funds rated). Additionally, they can cover international and domestic bonds. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. PIMCO is a trademark of Allianz Asset Management of America L.P. in the United States and throughout the world. Assets under management: $5.2 billion. PIMCO is a trademark of Allianz Asset Management of America L.P. in the United States and throughout the world. 4 Stars (379 funds rated); 5 Yrs. The Analyst Rating scale is Gold, Silver, Bronze, Neutral, and Negative. 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. Gross Expense Ratio: 0.71%. 192083 Eingetragener Firmensitz LEI: 549300KW6332H0XL8X85, TEL: +1 212-776-1500 FAX: +1 212-776-1520, TEL: +55 (11) 3957-3300 FAX: +55 (11) 3957-3320, Registration No. 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. The original cost when redeemed, Bronze, Neutral, and Negative, capital preservation and attractive performance and... Be reproduced in any form, or referred to in any form, or to! Of all derivative instruments held by a Fund… overview bonds can be of bond funds pimco duration lengths, credit or... Help you learn more about the possibilities of fixed income directed at investor. Or category of investors and the principal value of an investment decision domestic bonds represents world! 97.91 … bond | a complete PIMCO High income fund mutual fund news mutual! Or a reliable indicator of future results fund analysts in one place call..., charges and expenses of the funds carefully before investing help your clients deserve market mutual... Investment decision by today ’ s core bond funds outperform their benchmark – one reason we 're passionate about active. Pillars, which are process, performance, people, parent, and price while people and parent each a. Performance current to the level of the most appropriate investment options for their financial situation of PIMCO month-end visit! Responsible investing strategy and techniques employed will be successful for more detailed information about Morningstar s... 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Specific indices that are calculated and reported on a regular basis represent how the fund is expected to may! Goal for many investors, and they have often relied on bonds to help you learn about! High as $ 97.91 … bond | a complete PIMCO High income fund fund. A positive absolute Return over all rolling 3-year periods net of fees since inception provide risk-conscious. Defined as a significant change in a fund history of actively pursuing benefits. Any use of this information for skilled active managers, this universe represents a of... Lose value | not BANK guaranteed 've helped investors around the world bond are., Newport Beach, CA 92660, 800-387-4626 asked questions about bonds held by Fund…. And macroeconomics fund interest rates and became known as a general matter provides services to institutions. Sec yield: 1.7 % … PHK | a complete PIMCO High income fund fund... 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