Morningstar

PIMCO Climate and Bond Fund I-2 PCEPX

Medalist Rating as of Aug 31, 2026 See PIMCO Investment Hub

Strategy

The investment seeks optimal risk adjusted returns, consistent with prudent investment management, while giving consideration to long term climate related risks and opportunities. The fund invests at least 80% of its assets in a combination of (1) climate-focused Fixed Income Instrument investments, including, but not limited to, unlabeled and labeled green, sustainability, and/or sustainability-linked bonds and debt from issuers that, in PIMCO’s sole determination, demonstrate leadership with respect to addressing climate related factors and/or compare favorably to other issuers; and (2) Fixed Income Instrument investments.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
PCEWX	PIMCO Climate and Bond Fund I-3	Institutional	Open			Dec 10, 2019	$902,335.00	0.650%	High	$1M	−$43,404.03
PCEPX	PIMCO Climate and Bond Fund I-2	Institutional	Open			Dec 10, 2019	$739,436.00	0.600%	Above Average	$1M	$187,490.65
PCEIX	PIMCO Climate and Bond Fund Institutional Class	Institutional	Open			Dec 10, 2019	$32.35M	0.500%	Below Average	$1M	$6.22M
PCEBX	PIMCO Climate and Bond Fund Class A	Front Load	Open			Dec 10, 2019	$6.24M	0.900%	High	$1,000	−$2.41M
PCECX	PIMCO Climate and Bond Fund Class C	Level Load	Open			Dec 10, 2019	$12,623.00	1.650%	High	$1,000	−$65,906.79

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