Fund House • US

PIMCO Asset Management

Newport Beach, CA • Est. 1998
4
Funds Listed
$131.5B
Total AUM
2
Asset Classes
US
Domicile
Fund Performance at a Glance
8.9%
Avg 1Y Return
3
Low / Mod Risk
0
Equity Funds
1
Fixed Income
3
Multi-Asset
All Funds (4)
Fund Name Category NAV 1Y Return AUM (M) Risk Benchmark
PIMCO Asset Management All-Weather Multi-Asset Fund
Multi Asset
Multi-Asset $122.8 9.8% $8220M Moderate MSCI All Country World Index
PIMCO Asset Management Balanced Income Fund
Balanced
Multi-Asset $64.4 9.0% $17100M Moderate 50/50 S&P 500 / Bloomberg US Agg
PIMCO Asset Management Corporate Credit Fund
Corporate Bond
Fixed Income $166.4 6.5% $8140M Low to Moderate Bloomberg US Corporate Bond Index
PIMCO Asset Management Global Multi-Asset Fund
Multi Asset
Multi-Asset $68.9 10.2% $8230M Moderate MSCI All Country World Index
Category Breakdown
Multi-Asset
3
Fixed Income
1
Risk Profile Distribution
Risk LevelFundsAvg 1Y Return
Low to Moderate 1 6.5%
Moderate 3 9.7%

About PIMCO Asset Management

A premier global fixed income investment manager with deep expertise in bonds, credit, and inflation-linked strategies.

US Domicile Est. 1998 SEC Registered Institutional Grade

Key Facts

HeadquartersNewport Beach, CA
DomicileUS
Founded1998
Total AUM$131.5B
Funds Listed4
CurrencyUSD

Industry Recognition

Morningstar Overall ★★★★
Lipper Leader Consistent Return
ESG Score AA (MSCI)
PRI Signatory Yes

Regulatory & Compliance

RegulatorSEC / FINRA
UCITS CompliantSelected funds
ERISA EligibleYes
401(k) AvailableMost funds
IRA AvailableAll funds
Past performance is not indicative of future results. All investments involve risk, including the possible loss of principal. Performance data shown is for illustrative purposes only. Please read the fund prospectus carefully before investing.

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