PMJIX – PIMCO RAE US Small Instl Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation. The fund seeks to achieve its investment objective by investing under normal circumstances at least 80% of its assets in securities of small companies economically tied to the United States. Specifically, under normal circumstances, the fund will obtain exposure to a portfolio of stocks of small U.S. companies. The stocks are selected by the fund's sub-adviser, Research Affiliates, LLC, from a broad universe of companies which satisfy certain liquidity and capacity requirements.

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
PMJIX	PIMCO RAE US Small Fund Institutional Class	Institutional	Open			Jun 5, 2015	$2.98B	0.500%	Low	$1M	$299.74M
PMJPX	PIMCO RAE US Small Fund Class I-2	Institutional	Open			Jun 5, 2015	$533.87M	0.600%	Low	$1M	$51.29M
PMJAX	PIMCO RAE US Small Fund Class A	Front Load	Open			Jun 5, 2015	$308.42M	0.900%	Low	$1,000	$22.84M

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