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Morningstar Says Pimco Outperforming Despite Outflows

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Mark Melin
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Pimco is doing better than expected given the circumstances, notes  a new study from Morningstar.

Morningstar, which updated its ratings on Pimco’s some 50 funds it rates on the platform, notes in the white paper that the investment firm made famous by its bond investing and legendary founder is more stable now than it was before just the departure of Bill Gross.

PIMCO's outflows have been less than expected

The study also noted recent outflows, while severe, have been less than anticipated. To illustrate the firm's durability it said it could withstand another $300 to $350 billion in withdrawals “before its...

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Mark Melin is an alternative investment practitioner whose specialty is recognizing the impact of beta market environment on a technical trading strategy. A portfolio and industry consultant, wrote or edited three books including High Performance Managed Futures (Wiley 2010) and The Chicago Board of Trade’s Handbook of Futures and Options (McGraw-Hill 2008) and taught a course at Northwestern University's executive education program.