Expertly Crafted Strategies for Your Goals
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Taxable Fixed Income
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Ultrashort40%
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Short Term13%
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Low Duration Multisector28%
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Core Bonds10%
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Mortgages9%
Taxable Fixed Income
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Core Bonds40%
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Multisector28%
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International Bonds (USD-Hedged)12%
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Investment Grade Corporate6%
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Mortgages14%
Taxable Fixed Income
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Multisector40%
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Core Bonds29%
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Investment Grade Corporate11%
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Mortgages5%
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Emerging Market Bonds10%
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Emerging Market Local Bonds5%
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Tax Aware Fixed Income
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Short Munis50%
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Long Munis5%
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Intermediate Munis5%
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Ultrashort19%
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Low Duration Multisector21%
Tax Aware Fixed Income
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Long Munis43%
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Intermediate Munis7%
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High Yield Munis19%
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Mortgages10%
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Multisector21%
Tax Aware Fixed Income
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High Yield Munis33%
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Long Munis29%
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Intermediate Munis5%
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Mortgages5%
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Multisector22%
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Capital Securities6%
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Retirement Income
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U.S. High Dividend Equity5%
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International High Dividend Equity8%
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EM Equity2%
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REITs4%
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Multisector38%
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Low Duration Multisector7%
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Core Bonds21%
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Investment Grade Corporate3%
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Mortgages4%
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Emerging Market Bonds5%
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Emerging Market Local Bonds3%
Retirement Income
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U.S. High Dividend Equity12%
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International High Dividend Equity14%
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EM Equity2%
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REITs5%
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Multisector33%
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Low Duration Multisector5%
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Core Bonds17%
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Investment Grade Corporate2%
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Mortgages2%
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Emerging Market Bonds5%
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Emerging Market Local Bonds3%
Retirement Income
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U.S. High Dividend Equity19%
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International High Dividend Equity21%
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EM Equity2%
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REITs6%
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Multisector28%
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Low Duration Multisector5%
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Core Bonds13%
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Emerging Market Bonds4%
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Emerging Market Local Bonds2%
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Accumulation
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U.S. Large Equity7%
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U.S. Large Value Equtiy6%
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International Equity3%
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International Value Equtiy2%
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EM Value Equity2%
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Core Bonds32%
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International Bonds (USD-Hedged)10%
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Investment Grade Corporate5%
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Mortgages11%
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Multisector22%
Accumulation
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U.S. Large Equity12%
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U.S. Large Value Equtiy12%
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International Equity6%
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International Value Equtiy3%
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EM Value Equity4%
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REITs3%
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Core Bonds24%
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International Bonds (USD-Hedged)7%
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Investment Grade Corporate4%
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Mortgages8%
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Multisector17%
Accumulation
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U.S. Large Equity14%
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U.S. Large Value Equtiy15%
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International Equity7%
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International Value Equtiy4%
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EM Value Equity6%
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REITs4%
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Core Bonds20%
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International Bonds (USD-Hedged)6%
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Investment Grade Corporate3%
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Mortgages7%
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Multisector14%
Accumulation
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U.S. Large Equity18%
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U.S. Large Value Equtiy17%
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International Equity8%
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International Value Equtiy5%
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EM Value Equity7%
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REITs5%
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Core Bonds16%
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International Bonds (USD-Hedged)5%
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Investment Grade Corporate2%
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Mortgages6%
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Multisector11%
Accumulation
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U.S. Large Equity25%
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U.S. Large Value Equtiy22%
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International Equity10%
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International Value Equtiy8%
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EM Value Equity9%
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REITs6%
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Core Bonds8%
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International Bonds (USD-Hedged)3%
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Mortgages3%
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Multisector6%
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Taxable Fixed Income ETF
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Ultrashort45%
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Short Term30%
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Core Bonds19%
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Mortgages6%
Taxable Fixed Income ETF
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Core Bonds49%
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Multisector25%
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Mortgages8%
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Investment Grade Corporate13%
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High Yield5%
Taxable Fixed Income ETF
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Multisector47%
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Core Bonds23%
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Mortgages7%
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Investment Grade Corporate13%
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Capital Securities10%
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Tax Aware Fixed Income ETF
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Short Munis50%
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Intermediate Munis16%
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Ultrashort29%
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Mortgages5%
Tax Aware Fixed Income ETF
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Intermediate Munis38%
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Long Munis30%
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Core Bonds12%
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Mortgages7%
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Multisector13%
Tax Aware Fixed Income ETF
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Long Munis50%
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Intermediate Munis16%
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Mortgages8%
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Multisector19%
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Capital Securities7%
You Face Many Challenges - Portfolio Construction Shouldn't Be One of Them
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Forward-Looking Investment Views
Allocations reflect active, forward-looking views driven by our investment process. -
Broad Opportunity Set
Models utilize PIMCO flagship funds, where active management seeks to add alpha. -
Analytics Infrastructure
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Disclosures
The PIMCO Models described in this material are available exclusively through investment professionals.
PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. Individual investors should contact their own financial professional to determine the most appropriate investment options for their financial situation. This material contains the opinions of the manager and such opinions are subject to change without notice. This material has been distributed for informational purposes only and should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission. PIMCO is a trademark of Allianz Asset Management of America LLC in the United States and throughout the world.
For financial professionals: The implementation of, or reliance on, a model portfolio allocation is left to your discretion. PIMCO is not responsible for determining the securities to be purchased, held and sold for a client's account(s), nor is PIMCO responsible for determining the suitability or appropriateness of a model portfolio allocation or any securities included therein for any of your clients. PIMCO does not place trade orders for any of the your clients' account(s). Information and other marketing materials provided to you by PIMCO concerning a model portfolio allocation -including holdings, performance and other characteristics -may not be indicative of a client's actual experience from an account managed in accordance with the model portfolio allocation.
For end investors: The implementation of, or reliance on, a model portfolio allocation is left to the discretion of your financial professional. PIMCO is not responsible for determining the securities to be purchased, held and sold for your account(s), nor is PIMCO responsible for determining the suitability or appropriateness of a model portfolio allocation or any securities included therein. PIMCO does not place trade orders for your or any of your financial professionals clients' accounts. Information and other marketing materials provided to you by PIMCO concerning a model portfolio allocation -including holdings, performance and other characteristics -may not be indicative of a client's actual experience from an account managed in accordance with the model portfolio allocation. This material has been created by PIMCO and the information included herein has not been verified by your financial professional and may materially differ from information provided by your financial professional. Investors should consult their financial professional prior to making an investment decision.
For Investment Professional use only. Not to be shown or distributed to any other parties.
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