PMZIX – PIMCO Mortgage Opportunities and BdInstl Investment Strategy | Morningstar

Morningstar

Strategy

The investment seeks maximum long-term return, consistent with prudent investment management. The fund seeks to achieve its investment objective by investing at least 80% of its assets in a portfolio of mortgage-related assets, including, but not limited to Agency residential and commercial mortgage-backed securities and private label residential and commercial MBS, and of Fixed Income Instruments, 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
PMZPX	PIMCO Mortgage Opportunities and Bond Fund Class I-2	Institutional	Open			Oct 22, 2012	$3.32B	0.700%	Above Average	$1M	$332.26M
PMZIX	PIMCO Mortgage Opportunities and Bond Fund Institutional Class	Institutional	Open			Oct 22, 2012	$8.94B	0.600%	Average	$1M	$125.44M
PMZNX	PIMCO Mortgage Opportunities and Bond Fund Class I-3	Institutional	Open			Apr 27, 2018	$92.11M	0.750%	High	$1M	$5.46M
PMZAX	PIMCO Mortgage Opportunities and Bond Fund Class A	Front Load	Open			Oct 22, 2012	$225.76M	1.000%	Above Average	$1,000	−$73.75M
PMZCX	PIMCO Mortgage Opportunities and Bond Fund Class C	Level Load	Open			Oct 22, 2012	$44.92M	1.750%	Above Average	$1,000	−$3.66M

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