Press Release

PIMCO Expands Equity Platform, Launches Six Equity Funds


The funds are enhanced equity strategies designed to help investors outperform market indices

NEWPORT BEACH, CALIFORNIA (June 15, 2015) - PIMCO, a leading global investment management firm, together with Research Affiliates, a pioneer in innovative investment solutions, has launched six equity funds which are designed to outperform market benchmarks through a fundamental index-based approach that incorporates active insights.

The six funds, which expand upon the more than decade-long collaboration between PIMCO and Research Affiliates, will cover U.S. Large, U.S. Small, International, Global, Global ex-U.S. and Emerging Markets.

The strategies select stocks based on non-price measures of company size such as sales, cash flow, book value and dividends. By removing stock price from the portfolio construction process, the funds seek to capitalize on market inefficiencies, systematically capturing returns when prices deviate from fundamentals and therefore outperforming market cap-weighted indices over time. In addition, portfolio weights will be refined through the use of research-based active insights designed to further enhance risk-adjusted returns.

The RAE Fundamental funds are part of PIMCO’s Enhanced Equity suite, which also includes award-winning StocksPLUS and RAE Fundamental PLUS funds. PIMCO’s equity solutions total more than $50 billion in assets under management.

“In a low return world, investors are looking for approaches that provide meaningful return on top of what the market delivers, which can make a big difference over the long term,” says Sabrina Callin, PIMCO managing director and equity product manager. “PIMCO’s Enhanced Equity strategies provide investors with a range of equity offerings that are designed to achieve this goal.”

The six new funds and the ticker symbols for their respective institutional shares are as follows:

  • RAE Fundamental US Fund (PKAIX)
  • RAE Fundamental US Small Fund (PMJIX)
  • RAE Fundamental International Fund (PPYIX)
  • RAE Fundamental Global Fund (PFQIX)
  • RAE Fundamental Global Ex-US Fund (PZRIX)
  • RAE Fundamental Emerging Markets Fund (PEIFX)    

Media Contacts

Michael Reid
Global Head of Corporate Communications – New York

Agnes Crane
U.S. Corporate Communications – New York

Jennifer Spivey
U.S. Corporate Communications – Newport Beach

Jochen Haegele
EMEA Corporate Communications – Munich

Laura Batty
U.K. and EMEA Corporate Communications – London

Millie Dravers
Australia Corporate Communications – Sydney

Donna Chan
Asia ex-Japan Corporate Communications – Hong Kong
+852 3650 7752


PIMCO is a leading global investment management firm, with offices in 12 countries throughout North America, Europe and Asia. Founded in 1971, PIMCO offers a wide range of innovative solutions to help millions of investors worldwide meet their needs. Our goal is to provide attractive returns while maintaining a strong culture of risk management and long-term discipline. PIMCO is owned by Allianz S.E., a leading global diversified financial services provider.

About Research Affiliates, LLC
Research Affiliates, LLC is a global leader in smart beta and asset allocation strategies. Dedicated to creating value for investors, Research Affiliates seeks to have a profound impact on the global investment community through our insights and products. The firm is built on a strong research base, led by Rob Arnott and Jason Hsu. Research Affiliates delivers solutions in partnership with some of the world's leading financial institutions, who offer mutual funds, ETFs, separately managed accounts, and/or commingled accounts. Research Affiliates was founded in 2002 and is based in Newport Beach, California.

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 or by visiting Please read them carefully before you invest or send money.

A word about risk: Equities may decline in value due to both real and perceived general market, economic and industry conditions. Investments in value securities involve the risk the market’s value assessment may differ from the manager and the performance of the securities may decline. Investing insecurities of smaller companies tends to be more volatile and less liquid than investing in securities of larger companies. Investing in foreign-denominated and/or -domiciled securities may involve heightened risk due to currency fluctuations, and economic and political risks, which may be enhanced in emerging markets. Derivatives may involve certain costs and risks, such as liquidity, interest rate, market, credit, management and the risk that a position could not be closed when most advantageous. Investing in derivatives could lose more than the amount invested. The Fund is non-diversified, which means that it may concentrate its assets in a smaller number of issuers than a diversified fund.

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. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission. PIMCO and YOUR GLOBAL INVESTMENT AUTHORITY are trademarks or registered trademarks of Allianz Asset Management of America L.P. and Pacific Investment Management Company LLC, respectively, in the United States and throughout the world. PIMCO Investments LLC, distributor, 1633 Broadway, New York, NY 10019, is a company of PIMCO. ©2015, PIMCO