PEGIX – PIMCO ESG Income and Bond Inst Investment Strategy | Morningstar

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Strategy

The investment seeks to maximize current income; Long-term capital appreciation is a secondary objective. The fund seeks to achieve its investment objectives by investing under normal circumstances, at least 80% of its assets in a combination of (1) income-producing investments either (i) the issuers of which have adopted ESG practices that compare favorably to other industries and/or issuers, or (ii) that are unlabeled and labeled green, sustainability, social and/or sustainability-linked instruments; and (2) Fixed Income Instrument investments, which may 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
PEGIX	PIMCO ESG Income and Bond Fund Institutional	Institutional	Open			Sep 30, 2020	$346.58M	0.500%	Low	$1M	$49.18M
PEGQX	PIMCO ESG Income and Bond Fund I-3	Institutional	Open			Sep 30, 2020	$12.80M	0.650%	Average	$1M	$2.65M
PEGPX	PIMCO ESG Income and Bond Fund I-2	Institutional	Open			Sep 30, 2020	$30.65M	0.600%	Below Average	$1M	−$12.95M
PEGAX	PIMCO ESG Income and Bond Fund Class A	Front Load	Open			Sep 30, 2020	$3.06M	0.900%	Low	$1,000	$817,439.34
PEGBX	PIMCO ESG Income and Bond Fund Class C	Level Load	Open			Sep 30, 2020	$356,166.00	1.650%	Below Average	$1,000	−$9,447.09

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