Synopsis
Like its counterpart the PIMCO Total Return ESG Fund, the PIMCO Low Duration Fund, which is a short-term corporate bond fund, changed its name to PIMCO Low Duration ESG Fund effective January 6, 2017. At the same time, the...
PTSAX Synopsis
Effective January 6, 2017 the PIMCO Total Return Fund, which is an intermediate-term diversified investment grade portfolio of fixed income instruments, including non U.S. dollar denominated securities, changed its name to the PIMCO Total Return ESG Fund and...
Assessment
Low Conviction
Synopsis
As of February 28, 2017, the date of the fund’s updated prospectus, it was noted that this municipal bond fund now invests the majority of its assets in securities whose proceeds provide positive social or environmental benefits, including...
Fund Assessment
High Conviction
TIAA-CREF Fund Review
This $1.17 billion actively managed fixed income fund, which is advised by Teachers Advisors, Inc., a wholly owned indirect subsidiary of TIAA, is an intermediate-term investment grade fixed income mutual fund that pursues a unique...
Assessment
Low Conviction
Synopsis
Through its subsidiary, Mirova Asset Management, Natixis Global Asset Management has launched a green bond mutual fund that will be available to US investors. This represents the 3rd green bond fund on offer in the US. In an...
