Purchases and redemptions directly with ETFs are only accomplished through creation unit aggregations or baskets of shares. PIMCO is an American investment management firm that focuses on fixed income, or bonds. PIMCO Investments LLC, distributor, 1633 Broadway, New York, NY 10019, is a company of PIMCO. Our scale and specialized resources have helped build a diverse platform of product offerings. For certain peer groups where standard benchmarking is not applicable, primarily peer groups of funds using alternative investment strategies, a Morningstar Analyst Rating of Gold, Silver, or Bronze reflects the Manager Research Groups expectation that a fund will deliver a weighted pillar score above a predetermined threshold within its peer group. Exchange Traded Funds (ETF) are afforded certain exemptions from the Investment Company Act. 3 Stars (253 funds rated); 10 Yrs. Analyst Ratings ultimately reflect the Manager Research Groups overall assessment, are overseen by an Analyst Rating Committee, and are continuously monitored and reevaluated at least every 14 months. All rights reserved. Choose your news we will deliver. PIMCO Prime Real Estate GmbH operates separately from PIMCO. Total net inflows were 25.7 billion in 2020, vs. 83.3 billion of net inflows in 2019. The firm is marked by a deep bench of experienced managers and analysts. Our scale and specialized resources have helped build a diverse platform of product offerings. Information regarding responsible practices is obtained through voluntary or third-party reporting, which may not be accurate or complete, and PIMCO is dependent on such information to evaluate a companys commitment to, or implementation of, responsible practices. An investment in an ETF involves risk, including the loss of principal. A new or smaller Funds performance may not represent how the Fund is expected to or may perform in the long-term. A Fund may be forced to sell a comparatively large portion of its portfolio to meet significant shareholder redemptions for cash, or hold a comparatively large portion of its portfolio in cash due to significant share purchases for cash, in each case when the Fund otherwise would not seek to do so, which may adversely affect performance. Bloomberg U.S. 3 PIMCO manages $1.8 trillion in assets, including $1.43 trillion in third-party client assets as of 31 March 2023. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. Pimco is moving to shut down its ILS fund operations just five years after launching the strategy, Trading Risk has learned. Discover the Advantages of Active Bond Management. 2 Stars (289 funds rated); 5 Yrs. 4 Stars (56 funds rated). Index ETFs uses an indexing approach and may be affected by a general decline in market segments or asset classes relating to its Underlying Index. For the three months ended Dec. 31, PIMCO net inflows were 19 billion, vs. 27.1 billion for the third quarter and 17.7 billion for the quarter ended Dec. 31, 2019. This and other information are contained in the funds prospectus and summary prospectus, if available, which may be obtained by contacting your investment professional or PIMCO representative. PIMCOs leadership is committed to maintaining our culture of putting clients first and holding our people and practices to the highest standards. Current holdings are subject to risk. 0 This material contains the current opinions of the manager and such opinions are subject to change without notice. The Income Strategy Fund was rated against the following numbers of Multisector Bond funds over the following time periods: Overall 4 Stars (20 funds rated); 3 Yrs. None of the information on this page is directed at any investor or category of investors. Compare against similar firms. For active funds, a Morningstar Analyst Rating of Gold, Silver, or Bronze reflects the Manager Research Groups expectation that an active fund will be able to deliver positive alpha net of fees relative to the standard benchmark index assigned to the Morningstar category. 5 Stars (19 funds rated). Bonds and bond strategies with longer durations tend to be more sensitive and volatile than those with shorter durations; bond prices generally fall as interest rates rise, and low interest rate environments increase this risk. 3 PIMCO manages $1.74 trillion in assets, including $1.38 trillion in third-party client assets as of 31 December 2022. 4 Stars (19 funds rated); 10 Yrs. Investors should consult their investment professional prior to making an investment decision. Performance data as of 12/31/2022. 4 Stars (20 funds rated); 5 Yrs. In 2019 foreign-exchange and other impacts added 35.6 billion. For both active and passive strategies, performance has no explicit weight as it is incorporated into the analysis of people and process; price at the share-class level (where applicable) is directly subtracted from an expected gross alpha estimate derived from the analysis of the other pillars. All values are in U.S. dollars. PIMCO was established by Bill Gross, Jim Muzzy and Bill Podlich in 1971. If the after-fees portfolio performance was greater than the benchmark performance for a given period, the assets in that portfolio were included in the outperforming data. It is a subjective evaluation performed by Morningstars manager research group, which consists of various Morningstar, Inc. subsidiaries (Manager Research Group). Alternative Credit & Private Strategies. New Funds have limited operating histories for investors to evaluate and new and smaller Funds may not attract sufficient assets to achieve investment and trading efficiencies. Performance quoted represents past performance. Holdings are subject to change at any time. Number of Advisors. Investment policies, management fees and other information can be found in the individual ETFs prospectus. $'=@"u@ Np6D None of the information on this page is directed at any investor or category of investors. 3 Stars (512 funds rated); 10 Yrs. Investing in derivatives could lose more than the amount invested. PIMCO has long believed that encouraging different points of view is critical to long term success. 4 Stars (100 funds rated). Past performance is not a guarantee or a reliable indicator of future results. Investing in the bond market is subject to risks, including market, interest rate, issuer, credit, inflation risk, and liquidity risk. Total assets under management set a record, Giulio Terzariol, chief financial officer, said in the update. The Manager Research Group uses this five-pillar evaluation to determine how they believe funds are likely to perform relative to a benchmark over the long term on a risk adjusted basis. Current performance may be lower or higher than performance shown. Past performance is no guarantee of future results. The Adjusted Expense Ratio is the same as the Net Expense Ratio, but also excludes certain investment expenses such as interest expense from borrowings and repurchase agreements and dividend expense from investments on short sales, incurred directly by the Fund or indirectly through the Fund's investments in underlying PIMCO Funds (if applicable), none of which are paid to PIMCO. The level of the rating relates to the level of expected net alpha relative to Morningstar category peers for passive funds. PIMCO is a global leader in active fixed income. Assets Under Management. Total Return Fund has outperformed its benchmark for over 91% of rolling 3-year periods net of fees since inception. Today it has more than 3,380 employees, 305 portfolio managers, 175 analysts and risk managers, and 23 global offices. Commodity-linked derivative instruments may involve additional costs and risks such as changes in commodity index volatility or factors affecting a particular industry or commodity, such as drought, floods, weather, livestock disease, embargoes, tariffs and international economic, political and regulatory developments. In addition, an investor may incur costs attributed to the difference between the highest price a buyer is willing to pay to purchase shares of the Fund (bid) and the lowest price a seller is willing to accept for shares of the Fund (ask) when buying or selling shares in the secondary market (the bid-ask spread). The Morningstar Analyst Rating (i) should not be used as the sole basis in evaluating a fund, (ii) involves unknown risks and uncertainties which may cause the Manager Research Groups expectations not to occur or to differ significantly from what they expected, and (iii) should not be considered an offer or solicitation to buy or sell the fund. 2020 PIMCO assumes oversight of Allianz Real Estate making the combined business one of the worlds largest real estate platforms, with more than $100 billion in real estate assets.2. In the 50 years since, we have worked relentlessly to help millions of investors pursue their objectives - regardless of shifting marketing conditions. Overall Morningstar Rating among - funds. 3 Stars (370 funds rated). PIMCO offers an array of equity strategies across regions, market caps, and styles an award-winning suite that has been recognized in the U.S. five times as Equity Asset Class, Large Company by Lipper.3. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Formerly known as the Pacific Investment Managing Company, PIMCO now provides mutual funds and asset allocation advisory to customers all around the world. With lower returns expected from traditional asset classes, PIMCO Flexible Credit Income Fund can opportunistically invest in global public and private credit markets, which may help enhance return potential. Based on risk-adjusted returns as of - rated monthly. Did You Know? 3 Stars (370 funds rated). The level of the rating relates to the level of expected net alpha relative to Morningstar category peers for passive funds. 3 Stars (19 funds rated); 10 Yrs. For certain peer groups where standard benchmarking is not applicable, primarily peer groups of funds using alternative investment strategies, the modification by alpha dispersion is not used. $2,571,910,740,224. Holdings are subject to change at any time. Investing in the bond market is subject to certain risks including the risk that fixed income securities will decline in value because of changes in interest rates; the risk that fund shares could trade at prices other than the net asset value; and the risk that the manager's investment decisions might not produce the desired results. The company's focus is fixed-income investments. 5 Stars (19 funds rated). The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Analyst Ratings ultimately reflect the Manager Research Groups overall assessment, are overseen by an Analyst Rating Committee, and are continuously monitored and reevaluated at least every 14 months. From any use of this information or category of investors New or smaller funds performance may lower! 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