Morningstar

PIMCO Low Duration ESG and Bond Fund Class I-2 PLUPX

Medalist Rating as of Apr 27, 2026 See PIMCO Investment Hub

Strategy

The investment seeks maximum total return, consistent with preservation of capital and prudent investment management. The fund will invest at least 80% of its assets in a combination of 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 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
PLDIX	PIMCO Low Duration ESG and Bond Fund Institutional Class	Institutional	Open			Dec 31, 1996	$253.10M	0.500%	Above Average	$1M	−$20.45M
PLUPX	PIMCO Low Duration ESG and Bond Fund Class I-2	Institutional	Open			Nov 19, 2010	$61.03M	0.600%	High	$1M	−$5.94M

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