Model Wealth Portfolios Program
Put the Power of PIMCO to Work For You
Taxable Fixed Income
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Ultrashort40%
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Short Term9%
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Low Duration Multisector30%
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Core Bonds12%
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Mortgages9%
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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Ultrashort18%
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Low Duration Multisector22%
Retirement Income
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U.S. High Dividend Equity13%
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International High Dividend Equity15%
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REITs5%
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Multisector31%
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Low Duration Multisector3%
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Core Bonds17%
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Investment Grade Corporate2%
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Mortgages6%
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Emerging Market Bonds5%
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Emerging Market Local Bonds3%
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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 Investment Professional use only. Not to be shown or distributed to any other parties.
CMR2024-0603-3619974