Expertly Crafted Strategies for Your Goals
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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%
Taxable Fixed Income
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Core Bonds40%
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Multisector28%
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International Bonds (USD-Hedged)8%
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Investment Grade Corporate5%
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Mortgages14%
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Emerging Market Bonds5%
Taxable Fixed Income
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Multisector40%
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Core Bonds29%
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Investment Grade Corporate10%
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Mortgages6%
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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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Ultrashort18%
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Low Duration Multisector22%
Tax Aware Fixed Income
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Long Munis41%
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Intermediate Munis5%
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High Yield Munis19%
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Mortgages12%
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Multisector23%
Tax Aware Fixed Income
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High Yield Munis33%
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Long Munis29%
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Mortgages5%
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Multisector27%
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Capital Securities6%
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Retirement Income
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U.S. High Dividend Equity6%
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International High Dividend Equity9%
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REITs4%
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Multisector35%
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Low Duration Multisector7%
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Core Bonds21%
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Investment Grade Corporate3%
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Mortgages7%
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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 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%
Retirement Income
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U.S. High Dividend Equity20%
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International High Dividend Equity20%
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EM Equity2%
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REITs6%
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Multisector26%
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Low Duration Multisector2%
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Core Bonds14%
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Investment Grade Corporate2%
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Mortgages2%
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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 Equity6%
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U.S. Large Value Equtiy6%
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International Equity2%
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International Value Equtiy2%
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EM Value Equity2%
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Commodities2%
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Core Bonds32%
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International Bonds (USD-Hedged)6%
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Investment Grade Corporate4%
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Mortgages12%
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Multisector22%
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Emerging Market Bonds4%
Accumulation
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U.S. Large Equity11%
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U.S. Large Value Equtiy12%
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International Equity5%
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International Value Equtiy3%
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EM Value Equity4%
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REITs3%
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Commodities2%
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Core Bonds24%
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International Bonds (USD-Hedged)5%
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Investment Grade Corporate3%
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Mortgages8%
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Multisector17%
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Emerging Market Bonds3%
Accumulation
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U.S. Large Equity13%
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U.S. Large Value Equtiy15%
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International Equity6%
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International Value Equtiy4%
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EM Value Equity6%
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REITs4%
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Commodities2%
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Core Bonds20%
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International Bonds (USD-Hedged)4%
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Investment Grade Corporate2%
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Mortgages8%
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Multisector14%
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Emerging Market Bonds2%
Accumulation
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U.S. Large Equity17%
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U.S. Large Value Equtiy17%
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International Equity7%
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International Value Equtiy5%
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EM Value Equity7%
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REITs5%
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Commodities2%
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Core Bonds16%
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International Bonds (USD-Hedged)3%
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Investment Grade Corporate2%
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Mortgages6%
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Multisector11%
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Emerging Market Bonds2%
Accumulation
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U.S. Large Equity24%
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U.S. Large Value Equtiy22%
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International Equity9%
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International Value Equtiy8%
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EM Value Equity9%
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REITs6%
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Commodities2%
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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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Investment Grade Corporate6%
Taxable Fixed Income ETF
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Core Bonds50%
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Multisector25%
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Mortgages5%
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Investment Grade Corporate15%
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High Yield5%
Taxable Fixed Income ETF
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Multisector48%
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Core Bonds24%
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Mortgages5%
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Investment Grade Corporate14%
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Capital Securities9%
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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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Core Bonds5%
Tax Aware Fixed Income ETF
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Intermediate Munis37%
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Long Munis28%
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Core Bonds12%
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Mortgages5%
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Multisector13%
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Investment Grade Corporate5%
Tax Aware Fixed Income ETF
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Long Munis50%
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Intermediate Munis12%
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Mortgages5%
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Multisector21%
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Investment Grade Corporate5%
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Capital Securities7%
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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. -
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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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