Morningstar

PIMCO Mutual Funds

View all of PIMCO’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

PIMCO Mutual Funds List

The Morningstar Rating for Funds (commonly called the ‘star rating’) is a fund’s rating based on its risk-adjusted returns compared with its category peers. Here we highlight the funds with a 5-star overall rating.

1 to 25 of 51 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Portfolio ESG Risk Rating
Total Return
YTD
Total Return Rank in Category (Day End)
YTD, Day End
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
PIMCO Emerging Markets Local Currency and Bond Fund Institutional ClassPELBXEmerging-Markets Local-Currency Bond—0.56%360.900%Above AverageInstitutional$1M
PIMCO RAE US Small Fund Class APMJAXSmall Value
16.14%470.900%LowFront Load$1,000
PIMCO Municipal Bond Fund Class I-2PMUPXMuni National Long—−3.12%230.540%AverageInstitutional$1M
PIMCO New York Municipal Fund Class I-2PNYPXMuni New York Intermediate—−2.43%280.545%Above AverageInstitutional$1M
PIMCO Long-Term Credit Bond Fund Class I-2PLCPXLong-Term Bond
−6.41%450.650%HighInstitutional$1M
PIMCO CommoditiesPLUS® and Bond Alpha Fund Institutional ClassPCLIXCommodities Broad Basket—48.72%90.740%Below AverageInstitutional$1M
PIMCO Emerging Markets Currency and Short-Term Investments Fund Class APLMAXEmerging-Markets Local-Currency Bond—6.14%41.250%Above AverageFront Load$1,000
PIMCO Global Advantage Strategy Bond Fund Class APGSAXGlobal Bond
−1.87%431.050%Above AverageFront Load$1,000
PIMCO Low Duration Opportunities Fund Class I-2PUTPXShort-Term Bond
0.49%480.650%HighInstitutional$1M
PIMCO Moderate Duration Fund Institutional ClassPMDRXIntermediate Core-Plus Bond
−2.30%130.460%AverageInstitutional$1M
PIMCO Global Advantage Strategy Bond Fund Institutional ClassPSAIXGlobal Bond
−1.57%360.650%AverageInstitutional$1M
PIMCO Real Return Fund Institutional ClassPRRIXInflation-Protected Bond
−2.64%760.450%AverageInstitutional$1M
PIMCO RAE US Fund Class I-2PKAPXLarge Value
35.07%10.500%Below AverageInstitutional$1M
PIMCO Low Duration Income Fund Class I-2PFTPXShort-Term Bond
0.33%590.600%HighInstitutional$1M
PIMCO Municipal Bond Fund I-3PMUNXMuni National Long—−3.15%240.590%Above AverageInstitutional$1M
PIMCO International Stocks PLUS Bond Alpha Fund (U.S. Dollar-Hedged) Institutional ClassPISIXForeign Large Blend
10.13%450.750%Below AverageInstitutional$1M
PIMCO International Stocks PLUS Bond Alpha Fund (U.S. Dollar-Hedged) Class I-2PIUHXForeign Large Blend
9.97%460.850%AverageInstitutional$1M
PIMCO High Yield Municipal Bond Fund Institutional ClassPHMIXHigh Yield Muni—−2.30%380.550%Below AverageInstitutional$1M
PIMCO RAE US Small Fund Institutional ClassPMJIXSmall Value
16.60%430.500%LowInstitutional$1M
PIMCO Low Duration Opportunities Fund Class AATMAXShort-Term Bond
0.26%580.950%HighFront Load$1,000
PIMCO Short Duration Municipal Income Fund Institutional ClassPSDIXMuni National Short—0.36%360.330%Below AverageInstitutional$1M
PIMCO Emerging Markets Currency and Short-Term Investments Fund Institutional ClassPLMIXEmerging-Markets Local-Currency Bond—6.46%10.850%AverageInstitutional$1M
PIMCO Inflation Response Multi-Asset Fund Class I-2PPRMXGlobal Conservative Allocation
4.83%80.790%Above AverageInstitutional$1M
PIMCO International Stocks PLUS Bond Alpha Fund (U.S. Dollar-Hedged) Class APIPAXForeign Large Blend
9.76%491.150%AverageFront Load$1,000
PIMCO Low Duration Opportunities Fund Institutional ClassPUTIXShort-Term Bond
0.57%430.550%HighInstitutional$1M

PIMCO Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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