Morningstar

PIMCO Long Duration Total Return Fund Institutional Class PLRIX

Medalist Rating as of Jul 1, 2026 See PIMCO Investment Hub

Strategy

The investment seeks maximum total return, consistent with prudent investment management. The fund invests at least 65% of its total assets in a diversified portfolio of Fixed Income Instruments of varying maturities, which may be represented by forwards or derivatives such as options, futures contracts or swap agreements. "Fixed Income Instruments" include bonds, debt securities and other similar instruments issued by various U.S. and non-U.S. public- or private-sector entities. It may invest up to 30% of its total assets in securities denominated in foreign currencies, and may invest beyond this limit in U.S. dollar-denominated securities of foreign issuers.

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
PLRIX	PIMCO Long Duration Total Return Fund Institutional Class	Institutional	Open			Aug 31, 2006	$1.77B	0.500%	Above Average	$1M	−$276.24M
PLRPX	PIMCO Long Duration Total Return Fund Class I-2	Institutional	Open			Sep 11, 2008	$66.67M	0.600%	High	$1M	−$32.76M
PLRAX	PIMCO Long Duration Total Return Fund Class A	Front Load	Open			Sep 8, 2017	$39.21M	0.900%	Above Average	$1,000	−$2.97M
PLRCX	PIMCO Long Duration Total Return Fund Class C	Level Load	Open			Jan 5, 2018	$6.06M	1.650%	Above Average	$1,000	−$2.53M

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