PFIIX – PIMCO Low Duration Income Instl 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 objective by investing under normal circumstances at least 65% of its total assets in a multi-sector portfolio of Fixed Income Securities of varying maturities, which may be represented by forwards or derivatives such as options, futures contracts or swap agreements. It may invest up to 30% of its total assets in high yield securities rated below investment grade Moody's, S&P or Fitch, or if unrated, as determined by PIMCO.

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
PFIIX	PIMCO Low Duration Income Fund Institutional Class	Institutional	Open			Jul 30, 2004	$7.60B	0.500%	Above Average	$1M	$2.15B
PFTPX	PIMCO Low Duration Income Fund Class I-2	Institutional	Open			Apr 30, 2008	$7.36B	0.600%	High	$1M	$922.45M
PFNIX	PIMCO Low Duration Income Fund I-3	Institutional	Open			Apr 27, 2018	$451.24M	0.650%	High	$1M	$237.88M
PFIAX	PIMCO Low Duration Income Fund Class A	Front Load	Open			Jul 30, 2004	$4.30B	0.900%	High	$1,000	$1.39B
PFNCX	PIMCO Low Duration Income Fund Class C	Level Load	Open			Sep 30, 2004	$325.45M	1.200%	Below Average	$1,000	$72.68M
PLDCX	PIMCO Low Duration Income Fund Class C-2	Level Load	Open			Oct 21, 2020	$23.90M	1.400%	Average	$1,000	$6.26M

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