Check the background of this firm on FINRA's BrokerCheck. PTTRX - Holdings Concentration Analysis. Performance quoted does not reflect any sales charges, if applicable, and performance would be lower if it did. Backed by the breadth and depth of PIMCO’s global resources and actively managed with a risk-focused approach by three industry-renowned portfolio managers, PIMCO Total Return Fund is a true core bond holding made up of high-quality, intermediate-term bonds that can serve as a portfolio anchor no matter which way the markets move. Obtenga información de los principales activos en cartera del fondo PIMCO Total Return Instl (PTTRX) - incluyendo participaciones de la empresa, facturación anual, diez principales participaciones, la asignación de activos y el sector. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers. Get information about the top portfolio holding of the PIMCO Total Return Instl (PTTRX) fund - including stock holdings, annual turnover, top 10 holdings, sector and asset allocation. Get our overall rating based on a fundamental assessment of the pillars below. That emphasis has helped the fund deliver attractive returns through the ups and downs of bond market cycles since 1991. Past performance is no guarantee of future results. CH-020.4.038.582-2 LEI: 549300GHCCJWKY72R127. © Copyright 2020 Morningstar, Inc. All rights reserved. Please select one or more documents to take an action. Fund. Over 30+ years, the fund has established a legacy of outperformance, helping to deliver attractive total returns across varying market and interest rate environments. A brief summary - strong Buy, Buy, strong sell, sell or neutral signals for the Pimco Total Return Fund Institutional Class fund. 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. Investment return and the principal value of an investment will fluctuate. References to specific sectors, securities or issuers are for illustrative purposes only. ©2020, PIMCO. Obtenga información sobre los principales activos del fondo PIMCO Total Return Instl (PTTRX) - incluyendo participaciones de la empresa, facturación anual y mucho más. Morningstar category. Benchmark Return % This site is protected by reCAPTCHA and the Google PIMCO Total Return Instl PTTRX Morningstar Analyst Rating Analyst rating as of Apr 16, 2020. 1-Year 37. View & analyze the PTTRX fund chart by total assets, risk rating, Min. These percentages may differ from those used for the fund's compliance calculations, including the fund's prospectus, regulatory, and other investment limitations and policies, which may be based on total assets of the fund or other measurements, may include or exclude various categories of investments from those covered in the portfolio allocation categories shown in this report, and may be based on different classifications and measurements of the fund’s investments and other criteria. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission. Current performance may be lower or higher than performance shown. Emphasizing higher-quality, intermediate-term bonds that are selected across sectors and geographies in order to avoid concentration risk, particularly with respect to credit, the fund is designed to perform well when equity markets, which often move in lock-step with credit, are weak. Awarded to Mohit Mittal for Morningstar Awards for Investing Excellence, Rising Talent, (US). Intermediate Core-Plus Bond. ©2019, PIMCO. Investment return and the principal value of an investment will fluctuate. Currency in USD ... Rank In Category (By Total Return) YTD 29. 1-Month 77. For details on the latest distribution see Fund Update August 2020. Intermediate-term bonds are those with maturities in the three- to 10-year range. Individual investors should contact their own financial professional to determine the most appropriate investment options for their financial situation. Benchmark Overall Morningstar Rating™ Morningstar Return Morningstar Risk BBgBarc US Universal TR USD QQQQ Average Average Out of 537 Intermediate Core-Plus Bond investments. PIMCO Total Return II Instl PMBIX Morningstar Analyst Rating Quantitative rating as of Oct 31, 2020. PIMCO Total Return Instl Volatility Meter* The Investment volatility, when shown, is a function of the investment option's Morningstar 3-year Risk Rating. The minimum initial investment for Institutional class shares is $1 million; however, it may be modified for certain financial intermediaries who submit trades on behalf of eligible investors. ET by John Coumarianos Pimco flagship fund beats former star trader Bill Gross in 2015 Aggregate Index represents securities that are SEC-registered, taxable, and dollar denominated. investment, market cap and category. Fund Market & Finance report, prediction for the future: You'll find the Pimco Total Return Instl forecasts and fund quote below. Portfolio information in the charts is based on the fund's net assets. The Lipper Category returns and rankings are calculated by Lipper Inc., a Reuters Company, which is a nationally recognized organization that compares the performance of mutual funds with similar investment objectives. 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. All periods longer than one year are annualized. Investments made by a Fund and the results achieved by a Fund are not expected to be the same as those made by any other PIMCO-advised Fund, including those with a similar name, investment objective or policies. The index covers the U.S. investment grade fixed rate bond market, with index components for government and corporate securities, mortgage pass-through securities, and asset-backed securities. 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. PIMCO TOTAL RETURN INSTL : Historical stock chart comparison, du fonds PIMCO TOTAL RETURN INSTL | PTTRX | Fonds These major sectors are subdivided into more specific indices that are calculated and reported on a regular basis. Shares Outstanding. Copyright PIMCO 2020. Performance quoted does not reflect any sales charges, if applicable, and performance would be lower if it did. The highlighted items cannot be added to my contents. The Fund invests primarily in US government, mortgage and corporate bonds, but may have tactical allocations to municipal, high yield and non-US markets. 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