PTTRX - PIMCO Total Return Instl

Nasdaq - Nasdaq Delayed Price. Currency in USD
+0.02 (+0.20%)
As of 8:00PM EST. Market open.
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Previous Close9.91
YTD Return-1.41%
Expense Ratio (net)0.46%
CategoryIntermediate-Term Bond
Last Cap Gain0.00
Morningstar Rating★★★★
Morningstar Risk RatingAbove Average
Sustainability RatingN/A
Net Assets66.64B
Beta (3Y Monthly)0.90
5y Average ReturnN/A
Holdings Turnover635.00%
Last Dividend0.03
Average for CategoryN/A
Inception DateMay 11, 1987
  • Morningstar6 days ago

    High Earners Juggle Retirement, College Funding

    Matt and Emma have accomplished much in their adult lives thus far. The pair, both 40, met and built their careers at the same large technology firm: Emma is a software developer and Matt is a project manager. Emma earns $170,000 and Matt $120,000.

  • Morningstar13 days ago

    Intermediate-Term Bond Managers Are Increasingly Cautious on Corporates

    Corporate bonds were a definite bright spot for investors in 2016 and 2017 as they came off lows hit in February 2016. Investment-grade corporates in the Bloomberg Barclays U.S. Aggregate Bond Index outpaced the broad index sharply in 2016 and 2017 before suffering meaningful losses in 2018, thanks in part to the prevalence of long-maturity debt in the sector and an increase in the yield required by investors to hold investment-grade corporate debt. On the surface, economic conditions would look to bode well for corporate bonds.

  • Morningstar4 months ago

    Interval Funds: A Dissenting Opinion

    Being neither the fish of registered mutual funds nor the fowl of unregistered alternatives, interval funds do not fit seamlessly into existing “platforms”--the technology systems that oversee client accounts.

  • Morningstar4 months ago

    Emerging Markets Have Stung Some Core Bond Funds

    Emerging-markets debt is quite common within global, multisector, and nontraditional bond funds. It's less well known, however, that emerging-markets bond allocations have become more common in core bond funds. In recent years, scores of intermediate-bond funds have sported high-single-digit to low-teens stakes in emerging-markets debt (that includes both U.S. dollar-denominated bonds as well as the much more volatile issues denominated in local currencies).

  • Morningstar5 months ago

    5 Years Later: PIMCO Total Return

    In the spring of 2013,  PIMCO Total Return  PTTRX was the world's largest mutual fund. Intermediate-term bond funds by nature are sedate, and PIMCO Total Return has been no exception. Along with the fracas at TCW (when the company terminated Jeff Gundlach), the outflows at PIMCO Total Return--and the subsequent exit of co-founder Bill Gross--generated arguably the most attention ever placed on a bond fund.

  • ETF Trends6 months ago

    Why Bond Investors Should Look Beyond Index ETFs

    Passive, index-based bond exchange traded funds have helped investors ride the bull rally in fixed-income assets in recent years, but changing market conditions will have to force them to reconsider their investment options. At the Inside ETFs Canada conference in Montreal, Patrick O’Connor, head of global exchange-traded funds at Franklin Templeton Investments, argued that fixed-income indices are "broken" and active management will become necessary for successful bond ETFs, reports Kristine Owram for Financial Advisors. “Investors typically have gone into passive fixed income primarily because that’s all there was,” O’Connor said.

  • Morningstar6 months ago

    Is PIMCO Income Getting Too Big?

    The following is our latest Fund Analyst Report for  PIMCO Income PIMIX . Morningstar Premium Members have access to full analyst reports such as this for more than 1,000 of the largest and best mutual funds. Dan Ivascyn and Alfred Murata make effective use of PIMCO's bountiful human and analytical resources, including a very large group of mortgage and real estate specialists.

  • Morningstar7 months ago

    April Ratings in Full Bloom

    In April, Morningstar Manager Research analysts affirmed the Morningstar Analyst Ratings of 143 funds and three target-date series, upgraded the ratings of eight funds, downgraded the ratings of 10 funds, placed three funds' ratings under review, and assigned new ratings to three funds. The fund's leaders--Scott Mather, Mihir Worah, and Mark Kiesel (Morningstar Fixed-Income Fund Manager of 2012)--have found their groove as a team, and PIMCO's world-class research staff has been augmented, in some cases by senior-level alumni returning to the firm. While the fund had some hiccups under its current team in 2015, it has done well since, benefiting from well-timed interest-rate calls and a continued bet on nonagency mortgages.

  • Morningstar8 months ago

    Upgrading PIMCO Total Return to Gold

    Given the stability and strength of its management and process, we are raising the fund's Morningstar Analyst Rating to Gold.

  • Morningstar8 months ago

    From Good to Gold

    Here's a look at how several funds recently earned the top Morningstar Analyst Rating.

  • Morningstar8 months ago

    Wrong Again: Mutual Fund Conspiracy Theories

    The industry is boring, but not dangerous.

  • Morningstar9 months ago

    Managers Tiptoeing Toward the Exits in Corporates

    These funds are in position for a credit sell-off.

  • TheStreet.com10 months ago

    6 Core-Plus Bond Fund Options in the Face of Inflation

    For income seekers, these instruments may be a 'prudent approach' to diversification.

  • Morningstar10 months ago

    An Aggressive ETF Bucket Portfolio for Retirement

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  • Morningstar10 months ago

    A Conservative ETF Bucket Portfolio for Retirement

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  • Morningstar10 months ago

    A Moderate ETF Bucket Portfolio for Retirement

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  • Morningstar10 months ago

    A Moderate Retirement Portfolio in 3 Buckets

    This portfolio is geared toward retirees with a 20-year time horizon and moderate risk tolerance.

  • Morningstar11 months ago

    PIMCO in the Post-Gross Era

    New leadership has built on PIMCO's strengths.

  • Morningstarlast year

    A Moderate Retirement Portfolio in 3 Buckets

    This portfolio is geared toward retirees with a 20-year time horizon and moderate risk tolerance.