About PTGAX
PIMCO Total Return ESG Fund Class A is a mutual fund designed to deliver maximum total return while prioritizing capital preservation and adhering to prudent investment management principles. This fund primarily invests in a diversified portfolio of U.S. fixed income instruments, allocating at least 65% of its assets across bonds with varying maturities. Notably, the fund differentiates itself through a dedicated environmental, social, and governance (ESG) focus, making ESG considerations central to its investment process. It aims to minimize exposure to material ESG risks such as climate change, human capital issues, and business ethics concerns. The fund holds a relatively low carbon risk score and demonstrates lower involvement in fossil fuels compared to its category peers, while allocating more to companies advancing carbon solutions like renewable energy and green infrastructure. Additionally, the fund seeks to avoid investments in companies linked to controversial weapons, tobacco, and thermal coal, although some residual exposure remains. By integrating sustainability criteria, the PIMCO Total Return ESG Fund Class A stands out as a significant offering for investors seeking core bond market exposure with an emphasis on ESG responsibility.
Fund Family PIMCO
Category Intermediate Core-Plus Bond
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol PTGAX
Share Class Class A
Index Bloomberg U.S. Aggregate Bond TR
PTGAX had a total return of -2.22% in the past year, including dividends. Since the fund's
inception, the average annual return has been -0.31%.
