Resources

  • Fund Literature

    Access key documents (including fund prospectus, fact sheets and shareholder reports) for all PIMCO mutual funds, closed end funds and ETFs.

  • Advisor Education

    From practice management, to wealth planning and investment consulting, PIMCO’s Advisor Education team helps financial professionals build their knowledge base to grow their business.

  • Tax Center

    Find comprehensive fund tax information dating back to 2009, including details on dividends and capital gains distributions.

  • Forms & Applications

    Take advantage of our one-stop, ready resource for account applications and forms. Open an IRA or other retirement or non-retirement account, designate share classes, elect or change cost basis, provide wire instructions and much more.

  • Investment Education

    Get to know the essentials for making intelligent investment decisions with our education series covering a range of themes from financial fundamentals to the intricacies of sophisticated risk management, global investment strategies and macroeconomic trends.

  • Frequently Asked Questions

    Answers to key questions regarding our product and services.

Tools

  • Product Finder

    Find investment products that meet your search criteria.

  • Muni Ladder Portfolio Calculator

    Create multiple muni ladder portfolios across customizable interest rate scenarios and generate presentations to share with your clients.

  • Morningstar® Hypothetical Tool

  • Tools and Programs

    Take advantage of our expansive set of tools and programs to help make better business and investment decisions.

  • Video Library

    Stay current and get to know PIMCO’s investment professionals and their latest views with our expansive library of videos, providing insights on markets and the economy, monetary and fiscal policy, investment trends and more.