PCLNX – PIMCO CommoditiesPLUS® and Bond Alp I-3 Investment Strategy | Morningstar

Morningstar

Strategy

The investment seeks total return which exceeds that of its benchmark consistent with prudent investment management. The fund seeks to achieve its investment objective by investing under normal circumstances at least 80% of its assets in a combination of commodities, commodity instruments and Fixed Income Instrument investments. These instruments may include, or be represented by, forwards or derivatives such as options, futures contracts or swap agreements.

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
PCLIX	PIMCO CommoditiesPLUS® and Bond Alpha Fund Institutional Class	Institutional	Open			May 28, 2010	$3.15B	0.740%	Below Average	$1M	$248.83M
PCLPX	PIMCO CommoditiesPLUS® and Bond Alpha Fund Class I-2	Institutional	Open			May 28, 2010	$3.81B	0.840%	Average	$1M	$44.82M
PCLNX	PIMCO CommoditiesPLUS® and Bond Alpha Fund Class I-3	Institutional	Open			Apr 27, 2018	$48.47M	0.890%	Above Average	$1M	−$21.06M
PCLAX	PIMCO CommoditiesPLUS® and Bond Alpha Fund Class A	Front Load	Open			May 28, 2010	$149.44M	1.140%	Average	$1,000	−$5.25M
PCPCX	PIMCO CommoditiesPLUS® and Bond Alpha Fund Class C	Level Load	Open			May 28, 2010	$14.42M	1.890%	Average	$1,000	$665,922.99

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