PIMCO Global Advantage Strategy Bd InstlPSAIX

Fund Research and Analysis

by Lawrence Jones

PIMCO Global Advantage Strategy Bond is well worth investor attention.

This fund offers something distinctive from its world-bond category peers, and one of the most interesting reasons is an innovative proprietary benchmark, the PIMCO Global Advantage Bond Index, or GLADI. Read more

Kudos

The fund competes with a novel benchmark designed, in itself, to outperform traditional indexes.

Experienced management.

The firm's vast research and analytic resources back management at the fund.

The flexible mandate allows for both broad diversification and the ability to take full advantage of firm investment theses. Read more

Risks

The fund's innovative benchmark index, and management's approach, do not yet have a proven track record.

Some of the fund's retail share classes could be cheaper. Read more

Strategy

The approach used here draws upon two potential sources of added value, the innovative design of the PIMCO Global Advantage Bond Index, or GLADI, benchmark, and management's active bets that attempt to beat it. Read more

Management

This fund is only the second PIMCO offering to be formally run in a team format, and firm CEO and co-CIO Mohamed El-Erian takes the lead here with comanager Ramin Toloui. Prior to joining PIMCO, both managers held significant governmental positions, El-Erian at the International Monetary Fund and Toloui at the U. Read more

Inside Scoop

This fund's flexible mandate, its innovatively designed benchmark, and PIMCO's proven track record in delivering excellent investment results at other charges, all argue for investors to keep a close eye on it. Read more

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