Investors should consider the investment objectives, risks, charges and expenses of the funds carefully before investing. This and other information are contained in the fund’s prospectus and summary prospectus, if available, which may be obtained by contacting your investment professional or PIMCO representative. Click here for a complete list of the PIMCO Funds prospectuses and summary prospectuses. Please read them carefully before you invest or send money.
The Morningstar U.S. Fixed Income Manager of the Year award is based on the strength of the manager, performance, strategy and firm’s stewardship.
The Morningstar Australian Fund Manager of the Year Award identifies and recognizes the Australia-domiciled fund manager which, in Morningstar’s opinion, has demonstrated funds management excellence across multiple asset classes in the year for which the award has been made.
Morningstar Best Fund House is a quantitatively driven award that recognizes fund management companies that have delivered sustained outperformance on a risk-adjusted basis across their fund line-ups.
Morningstar Awards 2018 ©. Morningstar, Inc. All Rights Reserved
Barron’s Best Fund Families of 2018 March 11, 2019. Barron’s is a trademark of Dow Jones & Co., L.P. All rights reserved. Reprinted with permission.
Barron's Fund Family overall ranking for PIMCO: 1Yr. 5 out of 57; 5Yrs. 18 out of 55, and; 10 Yrs. 1 out of 49. Barron’s/Lipper ranking is based on after fees performance weighted by asset size, relative to the fund family’s other assets in its general classification. Performance of a fund family’s largest funds can materially affect a firm’s ranking. To be included in the ranking, a firm must have at least three funds in the general equity category, one world equity, one mixed equity (e.g., balanced or target-date fund), two taxable bonds, and one tax-exempt bond fund. Single-sector, country, and state-specific municipal-bond funds are not factored into the score; nor are Standard & Poor’s 500 index funds. Past rankings are no guarantee of future rankings.
The Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers.
The Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Lipper Fund Award. For more information, see lipperfundawards.com. Although Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Lipper. Lipper Fund Awards from Refinitiv, © 2019 Refinitiv. All rights reserved. Used under license. Used by permission and protected by the Copyright Laws of the United States. The printing, copying, redistribution, or retransmission of this Content without express written permission is prohibited.
Greenwich Associates accolade is based on interviews conducted by Greenwich Associates, between July and October 2017, with 1,059 senior professionals at 884 of the largest tax-exempt funds in the United States, including corporate and union funds, public funds, endowments and foundations, insurance general accounts, and healthcare organizations with either pension or investment pool assets greater than $150 million. Study participants were asked to provide quantitative and qualitative evaluations of their asset management and investment consulting providers, including qualitative assessments of those firms soliciting their business and detailed information on important market trends. The Greenwich Quality LeaderSM is determined entirely by the results of the interviews described above and do not represent opinions or endorsements by Greenwich Associates or its staff. Such designations are a product of numerical scores in Greenwich Associates’ proprietary studies that are generated from the study interviews and are based on a statistical significance confidence level of at least 80%. © 2018 Greenwich Associates, LLC.
A Word About Risk: All investments contain risk and may lose value. Investors should consult their investment professional prior to making an investment decision.
The minimum initial investment for the Institutional class shares is $1 million; however, it may be modified for certain financial intermediaries who submit trades on behalf of eligible investors.
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 Investments LLC, distributor, 1633 Broadway, New York, NY, 10019 is a company of PIMCO.