PIMIX – PIMCO 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 invests at least 65% of its total assets in a multi-sector portfolio of Fixed Income Instruments of varying maturities, which may be represented by forwards or derivatives such as options, futures contracts or swap agreements. It may invest up to 50% of its total assets in high yield securities rated below investment grade by 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
PIINX	PIMCO Income Fund Administrative Class	Institutional	Open			Mar 30, 2007	$316.11M	0.750%	Above Average	$1M	$12.52M
PIMIX	PIMCO Income Fund Institutional Class	Institutional	Open			Mar 30, 2007	$145.71B	0.500%	Low	$1M	$17.64B
PONPX	PIMCO Income Fund Class I-2	Institutional	Open			Apr 30, 2008	$63.48B	0.600%	Below Average	$1M	$8.88B
PIPNX	PIMCO Income Fund Class I-3	Institutional	Open			Apr 27, 2018	$3.77B	0.650%	Average	$1M	$799.62M
PONAX	PIMCO Income Fund Class A	Front Load	Open			Mar 30, 2007	$14.58B	0.900%	Low	$1,000	−$427.49M
PONCX	PIMCO Income Fund Class C	Level Load	Open			Mar 30, 2007	$3.39B	1.650%	Below Average	$1,000	−$274.79M
PONRX	PIMCO Income Fund Class R	Retirement, Medium	Open			Mar 30, 2007	$548.85M	1.150%	Average	$0	$13.88M

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