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 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.

Share Class Type

1 to 25 of 56 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Morningstar Sustainability Rating
Total Return
YTD
Total Return Rank in Category
YTD
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
PIMCO Ca Muni Oppc Val InstlGCMFXMuni California Intermediate—3.25%300.600%Above AverageInstitutional$250,000
PIMCO Em Mkts Ccy and S/T Invsmt APLMAXEmerging-Markets Local-Currency Bond—3.43%361.250%HighFront Load$1,000
PIMCO Em Mkts Ccy and S/T Invsmt I-2PLMPXEmerging-Markets Local-Currency Bond—3.66%210.950%HighInstitutional$1.0 Mil
PIMCO Em Mkts Ccy and S/T Invsmt InstlPLMIXEmerging-Markets Local-Currency Bond—3.74%150.850%AverageInstitutional$1.0 Mil
PIMCO Fixed Income SHares TEFXIEXHigh Yield Muni—7.31%290.000%LowNo Load$0
PIMCO Global Advantage Strategy Bd APGSAXGlobal Bond4.13%221.050%Above AverageFront Load$1,000
PIMCO Global Advantage Strategy Bd InstlPSAIXGlobal Bond4.45%170.650%AverageInstitutional$1.0 Mil
PIMCO Global Bond Opps (USD-Hdg) APAIIXGlobal Bond-USD Hedged—4.40%380.900%Below AverageFront Load$1,000
PIMCO Global Bond Opps (USD-Hdg) I-2PGNPXGlobal Bond-USD Hedged—4.60%310.650%AverageInstitutional$1.0 Mil
PIMCO Global Bond Opps (USD-Hdg) InstlPGBIXGlobal Bond-USD Hedged—4.68%310.550%Below AverageInstitutional$1.0 Mil
PIMCO Global Bond Opps (USD-Hdg)CPCIIXGlobal Bond-USD Hedged—3.81%621.650%AverageLevel Load$1,000
PIMCO High Yield Municipal Bond APYMAXHigh Yield Muni—6.24%650.850%AverageFront Load$1,000
PIMCO High Yield Municipal Bond IPHMIXHigh Yield Muni—6.48%600.550%Below AverageInstitutional$1.0 Mil
PIMCO High Yield Municipal Bond I2PYMPXHigh Yield Muni—6.40%610.650%Above AverageInstitutional$1.0 Mil
PIMCO High Yield Spectrum InstlPHSIXHigh Yield Bond—8.16%180.600%Below AverageInstitutional$1.0 Mil
PIMCO Income APONAXMultisector Bond5.99%700.900%LowFront Load$1,000
PIMCO Income AdmPIINXMultisector Bond6.11%650.750%Above AverageInstitutional$1.0 Mil
PIMCO Income I2PONPXMultisector Bond6.23%600.600%Below AverageInstitutional$1.0 Mil
PIMCO Income InstlPIMIXMultisector Bond6.31%580.500%LowInstitutional$1.0 Mil
PIMCO Inflation Response Multi-Asst APZRMXConservative Allocation8.53%131.140%HighFront Load$1,000
PIMCO Inflation Response Multi-Asst I-3PFRMXConservative Allocation8.71%130.840%Above AverageInstitutional$1.0 Mil
PIMCO Inflation Response Multi-Asst I2PPRMXConservative Allocation8.80%110.790%Above AverageInstitutional$1.0 Mil
PIMCO Inflation Response MultiAsst InstlPIRMXConservative Allocation8.89%110.690%AverageInstitutional$1.0 Mil
PIMCO International Bond (USD-Hdg) APFOAXGlobal Bond-USD Hedged—4.14%560.900%Below AverageFront Load$1,000
PIMCO International Bond (USD-Hdg) AdmPFRAXGlobal Bond-USD Hedged—4.26%420.750%HighInstitutional$1.0 Mil

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

  • 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.

  • Category

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

  • 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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