PTTRX: When is a switch a switch?

With Bill Gross’ surprise departure from Pimco, many investors are looking more closely at the behavior of Pimco Total Return in relation to its peers. Investors and consultants reviewing the new team and near-term performance will be making decisions in the next weeks and months that could have considerable impacts for the future of fixed […]

October 14, 2014

With Bill Gross’ surprise departure from Pimco, many investors are looking more closely at the behavior of Pimco Total Return in relation to its peers. Investors and consultants reviewing the new team and near-term performance will be making decisions in the next weeks and months that could have considerable impacts for the future of fixed income asset management.

There are numerous considerations that will factor into the decision-making process of any potential changes – from track record to trading costs and tax implications, from depth of bench to manager tenure – but how can investors assess style and risk of peers to Pimco Total Return (PTTRX)?

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