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Nasdaq USD

PIMCO Low Duration Credit A (PSRZX)

8.80
-0.06
(-0.68%)
As of 8:09:05 AM EDT. Market Open.

Fund Summary

The fund seeks to achieve its investment objective by investing under normal circumstances at least 80% of its assets in a diversified portfolio of Fixed Income Instruments. “Fixed Income Instruments” include bank loans, bonds, debt securities and other similar instruments issued by various U.S. and non-U.S. entities. The fund may invest up to 25% of its total assets in securities denominated in foreign currencies and in U.S. dollar-denominated securities of foreign issuers.

PIMCO Low Duration Credit A

New York NY 10019
1633 Broadway
1-212-739-3000

Fund Overview

Category Bank Loan
Fund Family PIMCO
Net Assets 149.78M
YTD Return 0.29%
Yield 7.02%
Morningstar Rating
Inception Date Apr 29, 2011

Fund Operations

Last Dividend 0.16
Last Cap Gain -59.00
Holdings Turnover 91.00%
Average for Category --

Fees & Expenses

Expense PSRZX Category Average
Annual Report Expense Ratio (net) 1.05% 1.03%
Prospectus Net Expense Ratio 1.05% --
Prospectus Gross Expense Ratio 1.05% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 3.08%
Max Deferred Sales Load -- 1.05%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Executive Vice President, PIMCO. Mr. Forgash is a portfolio manager and head of global leveraged loans. In addition to being the lead portfolio manager for leveraged loans, he is also a member of the high yield and multi-sector credit teams. Prior to joining PIMCO in 2018, he was a senior portfolio manager at Millennium Capital Partners, investing across European credit. Previously, he was an executive director of European credit trading at Morgan Stanley, a managing director of U.S. credit trading at Greenwich Capital and a vice president in credit trading at Lehman Brothers. He has investment experience since 1994 and holds an MBA from the Stern School of Business at New York University. He received an undergraduate degree in economics from the University of Delaware.

Morningstar Style Box

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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