Winning for Investors.
Again and Again.
PIMCO has won Morningstar U.S. Fixed Income Fund
Manager of the Year in 3 of the last 4 years – across a
range of categories and challenging market conditions.
This outstanding achievement is a testament to the
strength of our portfolio management leadership
team, the depth of expertise of our 700+ investment
professionals across the globe and our enduring
investment process, which has focused on the needs of
our investors for more than 40 years.
Morningstar U.S. Fixed Income Fund Manager of the Year in 3 of the last 4 years
2015
JEROME SCHNEIDER AND TEAM,
PIMCO SHORT-TERM FUND (PTSHX)
Jerome Schneider
Managing Director
Years at PIMCO: 7
Years of investment
experience: 20
2013
2012
DAN IVASCYN AND ALFRED MURATA, PIMCO INCOME FUND (PIMIX)
Dan Ivascyn
Group CIO
Years at PIMCO: 17
Years of investment
experience: 24
MARK KIESEL, PIMCO INVESTMENT
GRADE CORPORATE BOND FUND (PIGIX)
Alfred Murata
Managing Director
Years at PIMCO: 14
Years of investment
experience: 16
• Head of Short-Term Portfolio Management
and Funding Desk
• Head of PIMCO’s team of 240+
portfolio managers
• Portfolio manager on the mortgage
credit team
• Directly manages $81.2 billion for PIMCO’s
enhanced cash and short-duration
strategies, and shares oversight of $173
billion in cash-equivalent securities within
PIMCO’s liquidity management platform
• Member of PIMCO’s Executive and
Investment committees
• Directly manages, with Dan Ivascyn, $94.3
billion for PIMCO Income strategy and
multiple credit closed-end funds
• Draws on the expertise of PIMCO’s shortterm portfolio management team and 50+
global credit analysts
• Draws on the insights of 50+ corporate
credit analysts and team of 60+ dedicated
mortgage experts
• Awarded 2016 Thomson Reuters Lipper
Fund Award for Best Fund Over 3 Years
and 10 Years among Ultra-Short Obligation
Funds for PIMCO Short-Term Fund, Inst.
• Directly manages, with Alfred Murata,
$94.3 billion for PIMCO Income strategy
and multiple credit closed-end funds
Mark Kiesel
CIO Global Credit
Years at PIMCO: 19
Years of investment
experience: 23
• Global head of corporate bond portfolio
management, which oversees $266 billion
in AUM
• Member of PIMCO’s Investment
Committee
• Draws on the insights of 50+ corporate
credit analysts and team of 60+ dedicated
mortgage experts
• Oversees PIMCO’s investment grade, high
yield, and bank loan strategies as well as 50+
global credit research analysts
• Awarded 2016 Thomson Reuters Lipper
Fund Award for Best Fund Over 3 Years
and 5 Years among Multi-Sector Income
Funds for PIMCO Income Fund, Inst. with
Dan Ivascyn
• Directly manages $135.1 billion as lead
portfolio manager for PIMCO’s investment
grade and credit absolute return strategies
All data as of 30 June 2016.
Investors should consider the investment objectives, risks, charges and expenses of the funds carefully before investing. This and other information are contained in the fund’s prospectus and summary prospectus, if
available, which may be obtained by contacting your investment professional or PIMCO representative or by visiting pimco.com. Please read them carefully before you invest or send money.
A word about risk: Investing in the bond market is subject to risks, including market, interest rate, issuer, credit, inflation and liquidity risk. The value of most bonds and bond strategies is impacted by changes in interest rates. Bonds
and bond strategies with longer durations tend to be more sensitive and volatile than those with shorter durations; bond prices generally fall as interest rates rise, and the current low interest rate environment increases this risk.
Current reductions in bond counterparty capacity may contribute to decreased market liquidity and increased price volatility. Bond investments may be worth more or less than the original cost when redeemed. Investing in foreigndenominated and/or -domiciled securities may involve heightened risk due to currency fluctuations, and economic and political risks, which may be enhanced in emerging markets. Mortgage- and asset-backed securities may
be sensitive to changes in interest rates, subject to early repayment risk and their value may fluctuate in response to the market’s perception of issuer creditworthiness; while generally supported by some form of government or private
guarantee, there is no assurance that private guarantors will meet their obligations. High yield, lower-rated securities involve greater risk than higher-rated securities; portfolios that invest in them may be subject to greater levels of
credit and liquidity risk than portfolios that do not. Derivatives may involve certain costs and risks such as liquidity, interest rate, market, credit, management and the risk that a position could not be closed when most advantageous.
Investing in derivatives could lose more than the amount invested. Diversification does not ensure against loss. The value of most bond funds and fixed income securities is impacted by changes in interest rates.
PIMCO Investments LLC, distributor, 1633 Broadway, New York, NY 10019, is a company of PIMCO.
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The Morningstar Fixed Income Fund Manager of the Year award is based on the strength of the manager, performance, strategy, and firm’s stewardship. The 2016 Lipper Fund Awards recognized PIMCO Funds (Institutional Class) for their
3, 5, and 10 year performance. The award recognizes funds that have delivered consistently strong risk-adjusted performance, relative to peers.