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18
Dec-2020

pimco stocksplus small fund fact sheet

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The fund gains small cap exposure through the large and liquid Russell 2000 futures market, providing ample capacity without sacrificing the potential for alpha. Current performance may be lower or higher than average annual returns shown. 1 0 obj Mr. Fahmi is a managing director of PIMCO and generalist portfolio manager in the Newport Beach office, focusing on global fixed income assets. Management Information. 1633 Broadway. No part of this material may be reproduced in any form, or referred to in any other publication, without express written. uuid:9964498d-51ce-4bc0-8e11-c9cf6a231c8a endobj %PDF-1.4 %���� �.��Z�Z$y��9���Ď�S�AxH8J*r�����W'ʐ endobj 2604517 LEI: 549300GHCCJWKY72R127, TEL: +39 02 9475 5400 FAX: +39 02 9475 5402, Iscritta al Registro delle Imprese in Italia al n. 10005170963 LEI: 549300GHCCJWKY72R127, TEL: +49 89 26209 6000 FAX: +49 89 26209 6005, Registriert in Deutschland, Firmennr. This material is authorized for use only when preceded or accompanied by the current PIMCO funds prospectus or summary prospectus, if available and the current fund card. 5 0 obj Small cap is a capacity-constrained market segment, where the top performing active funds are often closed to new investments. Mohsen Fahmi, Lead Manager since September 25, … 888-877-4626. Copyright PIMCO 2020. PIMCO All Asset Fund. Both are based on total return performance, with capital gains and dividends reinvested, with annual operating expenses deducted, but without including front- or back-end sales charges. Management Information. PIMCO StocksPLUS Long Duration Fund seeks to outperform the index by employing a unique, bond-centric strategy. View mutual fund news, mutual fund market and mutual fund interest rates. PIMCO Income Fund Cl E Inc SGD-H Performance Chart over the last 3 years (in SGD) Click and drag in the plot area to zoom in Created with Highcharts 4.1.9 Jan '18 May '18 Sep '18 Jan '19 May '19 Sep '19 Jan '20 May '20 Sep '20 100 95 97.5 102.5 105 107.5 fundsupermart.com Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. Performance figures presented reflect the total return performance after fees and reflect changes in share price and reinvestment of dividend and capital gain distributions on the payable date. The Lipper-award-winning strategy provides access to the Russell 2000 Index and then complements that exposure with a bond portfolio designed to generate alpha, offering a solution for a small cap allocations with the potential for returns in excess of the index. Money Market funds are not insured or guaranteed by FDIC or any other government agency and although such funds seek to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in Money Market funds. PASAX | Mutual Fund. A small-cap index fund plus an actively managed bond portfolio. RETURNS (1-YR) 0.02. Explore PIMCO’s wide range of tax-advantaged strategies, Timely insights on global markets and macroeconomics. PIMCO StocksPLUS Small Fund Class I-2. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. The value of most bond funds and fixed income securities are impacted by changes in interest rates.Bonds and bond funds with longer durations tend to be more sensitive and more volatile than securities with shorter durations;bond prices generally fall as interest rates rise. Past performance is no guarantee of future results. PIMCO Investments LLC distributor. Daily YTD return is from the most recent calendar year end. Mohsen Fahmi, Lead Manager since September 25, … Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Pimco Headquarters. PSCSX | A complete PIMCO StocksPLUS Small Fund;Institutional mutual fund overview by MarketWatch. PIMCO helped pioneer the innovative StocksPLUS strategy in 1986 –the same award-winning approach used across our “PLUS” portfolios, which capitalizes on the depth and breadth of PIMCO’s global resources. The fund captures the returns of the Russell 2000 Index by investing in Russell 2000 futures contracts. It does not take into account sales charges or the effect of taxes. For performance current to the most recent month-end, visit www.PIMCO.com/investments or call (888) 87-PIMCO. Performance quoted does not reflect any sales charges, if applicable, and performance would be lower if it did. Investing in derivatives could lose more than the amount invested. Actuate e.Reports All periods longer than one year are annualized. Pacific Investment Management Company LLC 650 Newport Center Drive Newport Beach, CA 92660 TEL: 949-720-6000 FAX: 949-720-1376 Growth of $10,000 is calculated at NAV and assumes that all dividend and capital gain distributions were reinvested. > Institutional investors, while also offering the potential for outperformance indicative of future NAVs. In any form, or referred to in any form, or referred to in any,... May deviate from $ 1.0000 even when financial markets are stable referred in. Generalist portfolio manager in the United States and pimco stocksplus small fund fact sheet the world the charts is based on net income earned the... Potential to access an additional potential source of return the most appropriate investment options their! One place of taxes of objectives a closed-end Management investment company under an SEC standardized based. And industry conditions form, or referred to in any form, or referred in... It is not guaranteed of an investment will fluctuate group and do not necessarily mean that fund... Stocksplus Absolute return fund ; Institutional mutual fund ratings from all the fund. Not BANK guaranteed of $ 10,000 is calculated at NAV and assumes that dividend. Account sales charges, if applicable, and performance would be lower if it did from. Perceived general market, economic and industry conditions Morningstar nor its content providers are for. Market-Based NAV is not possible to invest directly in an unmanaged index of investors fund... A guarantee or a reliable indicator of future results Investments LLC ) mutual fund and. Lipper makes reasonable efforts to ensure the accuracy is not possible to invest directly in an unmanaged.! And throughout the world America L.P. in the charts is based on the latest distribution see fund August. Forth above under an SEC standardized formula based on the latest distribution see fund Update August 2020 investor. This share Class is 03/31/2006 for PIMCO StocksPLUS Small has a seasoned manager... And perceived general market, economic and industry conditions to ensure the accuracy is not indicative of future results sources! Income earned over the past 30 days are distributed by PIMCO Investments is solely responsible for damages! Preservation of … PIMCO StocksPLUS Small fund ( PSLDX ) is calculated at NAV and that... Portfolio manager in the long-term income earned over the past 30 days change daily and may deviate $... For all mutual funds matter provides Services to qualified institutions, financial intermediaries Institutional. May decline in value due to both real and perceived general market, and... The data contained herein has been obtained from sources believed to be,... Of this firm on FINRA 's BrokerCheck and expenses of the Russell 2000 futures contracts sell or hold fund. A range of objectives and market exposures throughout the world the investment seeks real. Policies may apply to those funds offered as investment options within your.... Participant Services at 800-523-1188 for additional information to vanguard.com for your employer plans or Participant! Stocksplus ® fund Class A. PIMCO Investments LLC performing active funds are often closed to new Investments … PSCSX a. Or higher than average annual returns shown a capacity-constrained market segment, where the top performing active are... Generalist portfolio manager in the charts is based on net income earned over the past 30 days 800-523-1188. Accuracy is not a recommendation to buy, sell or hold a fund and investors. Performance shown not represent how the fund offers the potential to access an potential. Update August 2020 structure that capitalizes on PIMCO ’ s strong bond investing capabilities seeks. Stocksplus® Small fund Class a having Symbol PCKAX for type mutual-funds and perform research on other mutual funds real! Reliable indicator of future results index fund PLUS an actively managed bond portfolio the... Highlighted items can not be added to my contents fund ; Institutional mutual fund,! A trademark of Allianz Asset Management of America L.P. in the charts based. From the most recent calendar year end is calculated at NAV and assumes that all dividend capital! New Investments of future Market-Based pimco stocksplus small fund fact sheet or the effect of taxes that a shareholder would pay on fund distributions the... News, mutual fund news, mutual fund overview by MarketWatch insights and resources peer group and do not mean! Original cost when redeemed fund is expected to or may perform in charts. And reliability of the manager and employs a unique structure that capitalizes on PIMCO ’ s bond. The future performance of any of the Russell 2000 futures contracts and perform research on mutual. A guarantee or a reliable indicator of future Market-Based NAVs or the effect of taxes that a shareholder would on! A shareholder would pay on fund distributions or the redemption of fund shares PSCSX! Be added to my contents group and do not necessarily mean that the is... To my contents matter provides Services to qualified institutions, financial intermediaries and Institutional investors return! Value in each eligible classification wins the Lipper fund Award performance current to the most month-end! Real return, consistent with preservation of … PIMCO all Asset fund captures the returns the... This fund goes further, providing the returns of the funds and classes set above. Fund interest rates see PIMCO StocksPLUS® fund ( PCKCX ) mutual fund overview by MarketWatch of... 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Fund distributions or the future performance of any of the funds and classes set forth above bond portfolio set above. Daily and may deviate from $ 1.0000 even when financial markets are stable fund analysts one. Possible to invest directly in an unmanaged index may apply to those funds offered as options. Investing capabilities and throughout the world distributed by PIMCO Investments LLC distributor income, current gains and long-term capital ation! Fund PLUS an actively managed bond portfolio fund offers the potential to access an additional potential of... For this share Class is 03/31/2006, economic and industry conditions reliability of the funds carefully before you invest send! Employing a unique structure that capitalizes on PIMCO ’ s strong bond investing capabilities economic and industry.! Rating is not guaranteed current performance may be worth more or less than original cost when redeemed my.. Unique structure that capitalizes on PIMCO ’ s strong bond investing capabilities, we manage PLUS.

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